Financial Solutions Consultant


  • 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.


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

Skills & Experience Required

  • Minimum 1 year solid sales and account management experience preferably from telecommunications, real estate, hotel management/tourism services, banking and stock trading, luxury auto sales and pharmaceutical industry specifically handling top clients portfolio.
  • 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.
  • High degree of energy, motivation and ability to set own goals/priorities.
  • Sustained superior sales production record.
  • Highly effective oral, written and interpersonal communication, presentation and influencing skills.
  • Strong internal and external customer focus
  • Team player but able to work independently
  • Trustworthy, reliable and responsible
  • Organized, detail oriented 
  • Solid writing and editing experiences
  • Willing to work in the following areas/locations:

National Capital Region

  1. Manila
  2. Caloocan
  3. Malabon
  4. Quezon City
  5. Parañaque
  6. Las Piñas
  7. Valenzuela
  8. Navotas
  9. Taguig


  1. Bulacan


  1. Cebu


  1. Davao
  2. Agusan Del Sur

Apply Now

Interested parties may send their full résumés with current and expected salary, education, and working experience to Bancassurance Recruitment.


Address: Bancassurance Recruitment, 19/F W Fifth Avenue Building, 5th Avenue corner 32nd Street,

Bonifacio Global City, Taguig City 1634, Philippines