Financial Solutions Consultant

FWD Life Insurance Corporation; Tili; On-site; PHP 400,000 - 800,000; Full time

Job summary

FWD Life Insurance Corporation seeks a results-driven sales professional to drive overall sales performance and acquire new business, while retaining quality business for the branch and area. The role involves implementing strategic initiatives to build cordial relationships with bank partners and to grow and retain the dedicated sales distribution model.

The position requires solid sales experience across Financial Services and related industries, with strong communication and the ability to

Qualifications

• Solid sales experience, preferably from insurance, banking, real estate and pharmaceutical industry.
• Strong analytical and problem-solving skills with customer focus.
• Highly effective oral, written and interpersonal communication, presentation and influencing skills.

Responsibilities

• Offering of FWD’s traditional and variable products to Security Bank clients.
• Establishing a good relationship with Security Bank to generate leads.

Skills

Analytical skills

Communication skills

Independence

Teamwork

Energy/motivation

Education

Bachelor's degree

Job description

Job Summary

• Responsible for overall delivery of sales performance and acquisition of new business

• Retention of quality business for the assigned branch and area

• Entails implementation of strategic initiatives to build and maintain cordial business relationship with bank partners and to grow and retain dedicated sales distribution model.

Job Summary

• Responsible for overall delivery of sales performance and acquisition of new business

• Retention of quality business for the assigned branch and area

• Entails implementation of strategic initiatives to build and maintain cordial business relationship with bank partners and to grow and retain dedicated sales distribution model.

Key Accountabilities

• Offering of FWD’s Traditional and Variable products to Security Bank clients

• Establishing a good relationship with Security Bank in order to produce lead generations

Skills & Experience Required

• Bachelor's degree

• Solid sales experience preferably from insurance, banking, real estate and pharmaceutical industry.

• A commendable sales performance specializing in Financial Services (Insurance, Unit Trust, Securities, Investment, etc) and in Corporate Banking or Wealth Management/Financial Planning services to high-net-worth clients is an advantage.

• Strong analytical and problem-solving skills as well as internal and external customer focus.

• Must be a team player but should be able to work independently with high degree of energy, motivation and ability to set own goals/priorities.

• Highly effective oral, written and interpersonal communication, presentation and influencing skills.