Financial Solutions Consultant - Calamba Laguna

FWD Life Insurance Corporation; Calamba; On-site; PHP 350,000 - 600,000; Full time

Job summary

FWD Life Insurance Corporation in Calamba, Laguna, seeks a results-driven sales professional to drive overall sales performance, acquire new business, and retain quality accounts within the area.

You will work to build and maintain relationships with bank partners, leveraging the Security Bank connection for lead generation and distribution, while delivering strategic initiatives to grow the sales distribution model.

Qualifications

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

Responsibilities

• 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.
• 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

Sales experience

Analytical skills

Communication skills

Independent working

Goal setting/prioritisation

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

• Residing within the area

• 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.