Financial Solutions Consultant

Overview

  • 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.

Responsibilities

  • 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:




Apply Now

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

Email: banca_careers.ph@fwd.com

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

Bonifacio Global City, Taguig City 1634, Philippines