Strategic Financial Solutions Consultant — Cebu

The Fwd Group; Philippines; On-site; PHP 391,000 - 670,000; Full time

Job summary

The Fwd Group in Cebu is seeking a Financial Solutions Consultant to drive sales and secure new business opportunities within the Philippine market. The role emphasizes building strong client and partner relationships while delivering targeted financial solutions.

You will contribute to expanding the bank partner network, retaining quality business, and implementing initiatives to grow the distribution footprint in Cebu and nearby areas.

Qualifications

• Minimum 1 year solid sales and account management experience.
• Experience in Financial Services (Insurance, Unit Trust, Securities, Investment) is an advantage.
• Strong analytical and problem-solving skills with a customer focus.
• Excellent oral, written and interpersonal communication and presentation abilities.

Responsibilities

• Responsible for overall delivery of sales performance and acquisition of new business.
• Retention of quality business for the assigned branch and area.
• Implement strategic initiatives to build and maintain cordial relationships with bank partners and to grow and retain the sales distribution model.

Skills

Sales experience

Account management

Financial services

Communication skills

Independent worker

Job description

The Fwd Group in Cebu is seeking a Financial Solutions Consultant to drive sales and secure new business opportunities within the Philippine market. The role emphasizes building strong client and partner relationships while delivering targeted financial solutions.

You will contribute to expanding the bank partner network, retaining quality business, and implementing initiatives to grow the distribution footprint in Cebu and nearby areas.