Financial Consultant - Quezon City
FWD Life Insurance Corporation Quezon City Full-time
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.
- Willing to be deployed in Quezon City and nearby areas
- Minimum 1 year solid sales and account management experience in financial services is an 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.
- Trustworthy, reliable and business savvy.
Rewards:
- Fixed monthly pay + allowance, and guaranteed bonus
- HMO coverage on day 1
- Exciting local and international trip incentives
- Paid leave entitlement
- World class learning and training
Makati, 11 km from Quezon City
CFJPB is looking for
Financial Consultant
The candidate must have knowledge in the
following financial areas:
Restricted and Non-restricted Funds
Special Donor /Grant Reporting
Accounting System for Overhead Allocation
Knowledge to design...
Makati, 11 km from Quezon City
Job Description
Posted on 8 September 2025
This pandemic has been an eye opener for a lot of Filipinos. We realized how important to get the basics of building a financial portfolio is. Do we have enough buffer funds that would shield us against...
FWD Life Insurance CorporationCaloocan, 9 km from Quezon City
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...