Financial Advisor

FWD Insurance

  • Quezon City, Metro Manila
  • Permanent
  • Full-time
  • 14 days ago
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 Willing to be deployed in Quezon City (Quezon Avenue, Diliman area) Nice to have 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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