Financial Solutions Consultant (Partnership)
At a glance
Mid-level Solutions & Sales Engineering role at FWD. Taguig · full-time.
Pay not stated
growthroles summary, based on the employer's posting.
What you'll do
- Present FWD traditional and variable insurance products to customers of partnered bank branches
- Deliver sales results while bringing in new business from the assigned bank distribution channel
- Keep quality accounts active across your designated branch and area
- Help carry out strategic initiatives that strengthen relationships with bank partners and support distribution growth
What you bring
- A bachelor’s degree, preferably in business or a related course, is required
- At least one year of financial-services sales and account management experience is advantageous
- You can analyze issues, solve problems, and stay focused on internal and external customers
- You communicate persuasively across conversations, writing, presentations, and stakeholder interactions
Who this fits
This role suits an energetic, self-directed salesperson who can set priorities while contributing well within a team. You’ll work from your assigned bank branch and report to the FWD Area Sales Head. Fresh graduates are encouraged to apply, and the hiring process includes an initial Talocity video screening followed by a face-to-face interview for shortlisted candidates.
From the employer
About FWD Group
FWD Group (1828.HK) is a pan-Asian life and health insurance business that serves approximately 40 million customers across 10 markets, including BRI Life in Indonesia. FWD’s customer-led and tech-enabled approach aims to deliver innovative propositions, easy-to-understand products and a simpler insurance experience. Established in 2013, the company operates in some of the fastest-growing insurance markets in the world with a vision of changing the way people feel about insurance. FWD Group is listed on the main board of the Hong Kong Stock Exchange under the stock code 1828.
For more information, please visit www.fwd.com
About FWD Life Philippines
FWD Life Insurance Corporation (FWD Life Philippines) launched its commercial operations in September 2014. As of end-2022, FWD Life Philippines ranks 3rd and 6th in terms of Paid-up Capital(1) and New Business Annual Premium Equivalent(2), respectively.
For more information, please visit fwd.com.ph.
1 www.insurance.gov.ph > Statistics > Life > 2022 > Based on Paid-Up Capital
2 www.insurance.gov.ph > Statistics > Life > 2022 > Based on New Business Annual Premium Equivalent
Get started on a job your future self will thank you for!
Job Summary:
As a Financial Solutions Consultant, you will act as an ambassador of FWD to the clients of our partnered bank by helping them celebrate living. Similarly, you will be involved in the implementation of strategic initiatives to build and maintain cordial business relationship with bank partners to grow and retain dedicated sales distribution model.
You will be reporting the bank branch of assignment and will be reporting to the respective FWD Area Sales Head.
Key Accountabilities:
Offering of FWD’s Traditional and Variable products to clients of the partnered bank.
Responsible for overall delivery of sales performance and acquisition of new business
Retention of quality business for the assigned branch and area
Skills & Experience Required:
At least Bachelor’s Degree graduate but preferably business course related. Fresh graduate are strongly encouraged to apply.
Minimum 1 year solid sales and account management experience in financial services is and advantage.
Has 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.
Join the country’s fastest-growing insurance company as a FWD Bancassurance Financial Solutions Consultant (FSC), email your résumé today.
Privacy Notice
Your privacy is a priority for FWD. The Company keeps your personal information with us in confidence. To know more about how we process your information, kindly refer to our FWD Recruitment Privacy Notice.
FWD has partnered with Talocity Instasolutions Private Limited (“Talocity”) to manage the initial filtering of candidate’s profiles through video interviews, social profile mapping, and video analytics using artificial intelligence engine that is offered within the Talocity platform. The platform evaluates the candidate on the five well-known dimensions as per OCEAN Personality Model that influence occupational success and help understand workplace behavior. For more information, please refer to Talocity Privacy Policy.
When you apply, FWD will share your name, phone number and email address to Talocity to contact you and conduct the initial screening and profiling process. Shortlisted candidates will then be contacted by FWD for the face-to-face interview.
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