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Financial Solution Consultant (Bancassurance) - Cebu

Exclusive opportunity

Onsite

Financial Solution Consultant (Bancassurance) - Cebu

FWD Life Insurance Corporation

Financial Solution Consultant (Bancassurance) - Cebu

Skills

Financial Planning

2 months ago

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Important information


Contract type:

Permanent

Salary:

₱300,000 – ₱336,000 / year

Location:

Cebu City, 6000 Cebu, Philippines

Work mode:

Onsite

Published on:

8 September 2026

What they need


About the Role:

We are seeking a highly motivated and results-driven Financial Solutions Consultant to join our growing Bancassurance Sales Force. In this role, you will:

  • Responsible for overall delivery of sales performance and acquisition of new business.
  • Retention of quality business for the assigned branch, and
  • 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:

  • At least Bachelor’s Degree graduate but preferably business course related. Fresh graduate are strongly encouraged to apply.
  • Willing to be deployed or relocated in ( Cebu ) Area or Nearby Cities.
  • Nice to have Sales Experience preferably from insurance, banking, real estate, pharmaceutical industry or any Sales industries.
  • 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.

Benefits:

  • Fixed monthly Salary + Allowance, and guaranteed Month Bonus
  • HMO coverage on day 1
  • Exciting local and international trip incentives
  • Paid leave entitlement
  • Opportunities for promotion

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