Financial Solutions Consultant (Partnership)

FWD Life Insurance Public Company Limited; Taguig; On-site; PHP 350,000 - 550,000; Full time

Job summary

FWD Life Philippines is seeking a Financial Solutions Consultant to serve clients of our partnered bank, promoting traditional and variable life products. You will act as an ambassador for FWD and help build strong bank relationships to grow and retain our sales distribution.

Reporting to the FWD Area Sales Head, you will drive sales performance, acquire new business, and retain quality policyholders for your branch and area.

Qualifications

• Bachelor's degree, preferably business.
• Minimum 1 year sales and account management experience in financial services is an advantage.
• Strong analytical and problem-solving skills with a focus on customers.
• Team player, able to work independently with energy and goal orientation.
• Excellent oral, written and interpersonal communication, presentation and influencing skills.

Responsibilities

• Offer 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

Sales experience

Account management

Analytical skills

Communication skills

Interpersonal skills

Presentation skills

Influencing skills

Teamwork

Education

Bachelor's degree

Job description

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 visit fwd.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

Get started on a job your future self will thank you for!

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.
• - 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.

Privacy Notice

Your privacy is a priority for FWD. The Company keeps your personal information with us in confidence. To know more about how we process your information, kindly refer to our FWD Recruitment Privacy Notice.

FWD has partnered with Talocity Instasolutions Private Limited (“Talocity”) to manage the initial filtering of candidate’s profiles through video interviews, social profile mapping, and video analytics using artificial intelligence engine that is offered within the Talocity platform. The platform evaluates the candidate on the five well-known dimensions as per OCEAN Personality Model that influence occupational success and help understand workplace behavior. For more information, please refer to Talocity Privacy Policy .

Shortlisted candidates will then be contacted by FWD for the face-to-face interview.