
Financial Solutions Consultant
1 day ago
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
- Solid sales experience preferably from insurance, banking, real estate and pharmaceutical industry.
- 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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