Financial Solutions Consultant (Partnership)

Philippine Future Providers PFP Inc.; Pateros; Presencial; PHP 400.000 - 700.000; Jornada completa

Descripción de la vacante

FWD Group, through its FWD Life Philippines operations, is seeking a Financial Solutions Consultant to act as an ambassador of FWD to clients of our partnered bank by helping them celebrate living. You will contribute to strategic initiatives to strengthen bank partnerships and grow the sales distribution model.

You will report to the bank branch of assignment and to the FWD Area Sales Head, utilizing your sales and account management experience to deliver results and maintain strong client

Formación

• Bachelor's degree in a related field or business-related discipline.
• Minimum 1 year solid sales or account management experience is advantageous.
• Strong analytical and problem-solving abilities with a customer focus.

Responsabilidades

• Offer FWD's Traditional and Variable products to bank clients.
• Drive overall sales performance and acquisition of new business.
• Retain quality business for the assigned branch and area.

Conocimientos

Sales experience

Account management

Communication skills

Team player

Educación

Bachelor's Degree

Descripción del empleo

About FWD Group

FWD Group (1828.HK) is a pan-Asian life and health insurance business that serves over 40 million customers across 10 markets, including BRI Life in Indonesia. FWD's customer-led and tech-enabled approach aims to deliver innovative propositions, easy-to-understand products and a simpler insurance experience. Established in 2013, the company operates in some of the fastest-growing insurance markets in the world with a vision of changing the way people feel about insurance. FWD Group is listed on the Hong Kong Stock Exchange under the stock code 1828. For more information, please visit www.fwd.com

About FWD Life Philippines

FWD Life Insurance Corporation (FWD Life Philippines) launched its commercial operations in September 2014. As of end-2022, FWD Life Philippines ranks 3rd and 6th in terms of Paid-up Capital(1) and New Business Annual Premium Equivalent(2), respectively.

For more information, please visitfwd.com.ph.

1 www.insurance.gov.ph > Statistics > Life > 2022 > Based on Paid-Up Capital

2 www.insurance.gov.ph > Statistics > Life > 2022 > Based on New Business Annual Premium Equivalent

Job Summary

As a Financial Solutions Consultant, you will act as an ambassador of FWD to the clients of our partnered bank by helping them celebrate living. Similarly, you will be involved in the implementation of strategic initiatives to build and maintain cordial business relationship with bank partners to grow and retain dedicated sales distribution model.

You will be reporting the bank branch of assignment and will be reporting to the respective FWD Area Sales Head.

Key Accountabilities

• Offering of FWD's Traditional and Variable products to clients of the partnered bank.
• Responsible for overall delivery of sales performance and acquisition of new business
• Retention of quality business for the assigned branch and area

Skills & Experience Required

• At least Bachelor's Degree graduate but preferably business course related. Fresh graduate are strongly encouraged to apply.
• Minimum 1 year solid sales and account management experience in financial services is and advantage.
• Has 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.