Financial Solutions Consultant: Banking & Insurance Growth

The Fwd Group; Philippines; On-site; PHP 300,000 - 420,000; Full time

Job summary

The Fwd Group is seeking a Financial Solutions Consultant for QC in the Philippines. This role focuses on delivering sales performance and acquiring new business while maintaining quality accounts within the branch and area.

You will engage with bank partners to grow distribution and contribute to strategic initiatives in a fast-paced insurance and financial services environment. Prior experience in financial services and relationship management is preferred.

Qualifications

• Minimum 1 year sales and account management experience, preferably in financial services or related industries.
• Experience handling top client portfolios in Financial Services (Insurance, Investments) is a plus.
• Strong analytical and problem-solving abilities with customer focus.

Responsibilities

• Drive overall sales performance and acquisition of new business.
• Retain quality business for the assigned branch and area.
• Build and maintain cordial relationships with bank partners to grow distribution.

Skills

Sales & Account Mgmt

Financial Services

Corporate Banking

Wealth Management

Analytical skills

Communication skills

Job description

The Fwd Group is seeking a Financial Solutions Consultant for QC in the Philippines. This role focuses on delivering sales performance and acquiring new business while maintaining quality accounts within the branch and area.

You will engage with bank partners to grow distribution and contribute to strategic initiatives in a fast-paced insurance and financial services environment. Prior experience in financial services and relationship management is preferred.