Financial Solutions Officer | Davao
FWD Life Insurance Corporation
Taguig, Metro Manila, Philippines
5d ago
source : Kalibrr, Inc.

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 able to produce lead generations
  • Minimum Qualifications

    Skills & Experience Required :

  • Minimum 1 year solid sales and account management experience preferably from telecommunications, real estate, hotel management / tourism services, banking and stock trading, luxury auto sales and pharmaceutical industry specifically handling top clients portfolio.
  • 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.
  • High degree of energy, motivation and ability to set own goals / priorities.
  • Sustained superior sales production record.
  • Highly effective oral, written and interpersonal communication, presentation and influencing skills.
  • Strong internal and external customer focus
  • Team player but able to work independently
  • Trustworthy, reliable and responsible
  • Organized, detail oriented
  • Apply
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