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FWD Insurance

Financial Advisor

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  • Posted 6 hours ago
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Job Description

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
  • Residing within the Alabang
  • 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.

More Info

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About Company

Job ID: 143860343

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