Financial Consultant

1 day ago

Quezon City, National Capital Region, Philippines FWD Life Insurance Corporation Full time ₱400,000 - ₱600,000 per year

Job Summary:

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 be reporting the bank branch of assignment and will be reporting to the respective FWD Area Sales Head.

Key Accountabilities:

  • 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 & Experience Required:

  • At least Bachelor's Degree graduate but preferably business course related. Fresh graduates are strongly encouraged to apply.
  • Willing to be deployed within QC area - Quezon Ave / Centris / Timog / Tomas Morato / Congressional / Project 6 / Fairview
  • 6 Months to Minimum 1-year solid sales and account management experience in financial services is an advantage.
  • 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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