Strategic Financial Solutions Consultant – Bank Partnerships

FWD Insurance; Taguig; On-site; PHP 360,000 - 600,000; Full time

Job summary

FWD Life Philippines, part of FWD Insurance, is seeking a Financial Solutions Consultant to represent the bank partnership and promote FWD's insurance products. You will help clients celebrate living by guiding them through product options and facilitating onboarding in collaboration with our bank partners.

You will report to the FWD Area Sales Head and contribute to achieving sales targets while building strong relationships with clients and branch teams across the Metro Manila area.

Qualifications

• Bachelor's degree in business or related field.
• At least 1 year in sales and account management in financial services.
• Strong analytical and problem-solving abilities.
• Excellent oral and written communication, and interpersonal skills.
• Ability to work in a fast-paced environment and manage priorities.

Responsibilities

• 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

Sales experience

Analytical skills

Communication skills

Independent / self-motivated

Team player

Education

Bachelor's degree in business or related field

Job description

FWD Life Philippines, part of FWD Insurance, is seeking a Financial Solutions Consultant to represent the bank partnership and promote FWD's insurance products. You will help clients celebrate living by guiding them through product options and facilitating onboarding in collaboration with our bank partners.

You will report to the FWD Area Sales Head and contribute to achieving sales targets while building strong relationships with clients and branch teams across the Metro Manila area.