Financial Solutions Consultant - Batangas

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
• Minimum 2-year solid sales experience preferably from insurance 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.