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Financial Solutions Consultant

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Onsite

Financial Solutions Consultant

FWD Life Insurance Corporation

Financial Solutions Consultant

Skills

Financial Planning

3 months ago

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Important information


Contract type:

Permanent

Location:

Meycauayan, Bulacan, Philippines

Work mode:

Onsite

Published on:

7 August 2026

What they need


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.

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

  • Solid sales experience preferably from insurance, banking, real estate 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.

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