Financial Solutions Consultant

1 month ago


Makati, Philippines Risewave Consulting Inc Full time
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 have a dedicated bank branch assignment and will be reporting to the

respective FWD Area Sales Head.

Location: Laguna, BGC, Makati, Isabela, Bohol, Cebu and Davao City

Key Accountabilities:

Offers 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 an advantage. Career shifters are welcome.

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.

Trustworthy, reliable and business savvy.
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