Bancassurance Sales Consultant

Job Summary:

• Responsible for overall delivery of sales performance and acquisition of new business.

• Retention of quality business for the assigned branch.

• 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

• 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.
  
  
  
  
  PRIVACY NOTICE FOR JOB APPLICANTS

  FWD Life Insurance Corporation (“FWD”) collects and processes your personal data in connection with its recruitment and hiring process. This Privacy Notice applies to job applicants, prospective candidates, and participants in recruitment programs only.

  We may collect and process the following personal data you voluntarily provide when you apply for a role:

  • full name

  • address

  • email address

  • contact details

  • marital status

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  • gender/sex

  • education and work history

  • background investigation or screening result

  • government‑issued IDs and numbers (e.g. SSS, PhilHealth, TIN, HDMF)

  • information provided during job applications and interviews

  • pre-employment medical examination results and competency assessment results

  • Other information provided during recruitment process

  
  

  
  

  We process only the personal data that is necessary and relevant to support our  recruitment and hiring process, including evaluating candidates, maintaining recruitment records, contacting you regarding your application or future job opportunities, conducting required checks to assess suitability for the role, improving our recruitment processes, and complying with legal, regulatory and operational requirements.

  If you accept an offer of employment, personal data collected during the pre-employment phase will form part of your personnel records and will be retained in accordance with FWD’s Retention Schedule and applicable laws.

  If you are not selected or do not accept an offer, we may retain and process your personal data for up to five (5) years, unless you request otherwise, to consider you for future employment opportunities.

  Your personal data may be shared, on a need‑to‑know basis, with FWD’s recruitment team, hiring managers, and authorized third‑party service providers, subject to appropriate safeguards. FWD implements physical, organizational, and technical measures to protect your personal data against unauthorized access, loss, theft, misuse, or disclosure.

  Your Rights

  You have the right to be informed, access, correct, or object to the processing of your personal data in accordance with the Data Privacy Act of 2012. For inquiries or to exercise your rights, you may send an email to tal•••••••••••••••••@fwd.com or dat••••••••••••••@fwd.com. You may also write to:

  Data Protection Officer

  FWD Life Insurance Corporation

  19F W Fifth Building

  5th Ave. cor. 32nd St., BGC,

  1634 Taguig City, Metro Manila

  
  

  DATA PRIVACY CONSENT

  By proceeding, I confirm that:

  • I have read and understood this Privacy Notice and consent to the processing of my personal data as described herein.

  • I understand that providing personal data is voluntary, however, failure to provide the required information may result in the discontinuance of my application or engagement.

  • All information I have provided is true, complete, and correct to the best of my knowledge, and I have not knowingly withheld any material information. I understand that providing false, inaccurate, or incomplete information may render me ineligible for the application or engagement.  

  • I understand that this Privacy Notice does not form part of any contract that may be entered into between me and FWD PH.

  • I understand that my consent does not preclude the existence of other lawful bases for processing and does not waive any of my rights under the Data Privacy Act of 2012, its Implementing Rules and Regulations, and other applicable laws.