Financial Solutions Consultant

2 weeks ago

San Pedro, Calabarzon, Philippines FWD Life Insurance Corporation Full time ₱900,000 - ₱1,200,000 per year

Job Summary:

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

Job Summary:

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

Key Accountabilities:

  • Offering of FWD's Traditional and Variable products to Security Bank clients
  • Establishing a good relationship with Security Bank in order to produce lead generations

Skills & Experience Required:

  • Bachelor's degree
  • Residing within the area
  • With sales experience from insurance, banking, real estate and pharmaceutical industry is a plus but not required
  • A commendable sales performance specializing in Financial Services (Insurance, Unit Trust, Securities, Investment, etc) and in Corporate Banking or Wealth Management/Financial Planning services to high-net-worth clients is an advantage.
  • 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.

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