Financial Solutions Consultant - Batangas

FWD Life Insurance Corporation; Batangas City; On-site; PHP 450,000 - 650,000; Full time

Job summary

FWD Life Insurance Corporation in Batangas is seeking a results-driven sales professional to drive sales performance and acquire new business while retaining quality policies in the branch area.

The role includes offering Traditional and Variable products to Security Bank clients and establishing a strong relationship with Security Bank to generate leads and expand the distribution network.

Qualifications

• Bachelor's degree preferred.
• Residing within the area.
• Minimum 2-year solid sales experience preferably from insurance and pharmaceutical industry.
• Commendable sales performance in Financial Services and Corporate Banking/Wealth Management is an advantage.
• Strong analytical and problem-solving skills with customer focus.
• Team player who can work independently with energy and motivation.
• Excellent oral, written and interpersonal communication, presentation and influencing skills.

Responsibilities

• Deliver overall sales performance and acquire new business.
• Retain quality business for the assigned branch and area.
• Implement strategic initiatives to build cordial relationships with bank partners and grow the sales distribution model.
• Offer FWD's Traditional and Variable products to Security Bank clients.
• Establish a good relationship with Security Bank to generate leads.

Skills

Sales experience

Communication skills

Analytical skills

Independent worker

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.

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

• Residing within the area

• Minimum 2-year solid sales experience preferably from insurance 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.