Hybrid Insurance Wealth Manager

4 weeks ago


Taguig, Philippines Michelle Cabrera Full time

Overview

We are seeking a highly motivated and experienced Wealth Manager for a hybrid role manager position at Annapurna Branch of FWD. The Wealth Manager will be responsible for driving sales growth, recruiting results-oriented agents, managing a team of financial wealth planners, and ensuring the achievement of company targets. Manage and mentor a team of planners. Develop and implement effective sales strategies and plans. Achieve and exceed monthly sales targets consistently. Provide ongoing training and support to the sales team. Analyze sales data and identify areas for improvement. Build and maintain strong relationships with clients and partners. Ensure compliance with all company policies and regulations.

Qualifications
  • Extensive experience in team leadership and life insurance sales.
  • Proven ability to develop and mentor sales professionals.
  • Exceptional coaching and motivational skills.
  • Strong understanding of sales methodologies and best practices.
  • Excellent communication and interpersonal skills.
  • Life insurance license is a plus.
#J-18808-Ljbffr

  • Taguig, Philippines FWD Insurance - Angelo Jay Noriel Full time

    We are looking for highly motivated individuals to join our team as Financial Wealth Managers . This is a hybrid opportunity that allows you to work from home while making a meaningful impact on people’s financial well-being. As a Financial Wealth Manager, you will train and manage agents , guide clients toward sound financial decisions, and help them...


  • Taguig, Philippines Q2 HR Solutions Full time

    AVP – Relationship Manager (Wealth Sales) The role holder has a responsibility to acquire, cross sell and retain a portfolio of Wealth clients, working with the ranches and direct teams to ensure achievement of the business performance measures and plan. This will be achieved by helping clients actively manage their investment portfolios and by acquiring...


  • Taguig, National Capital Region, Philippines Quess Full time ₱3,000,000 - ₱9,000,000 per year

    As a Director Manager for Wealth Investment and Asset Management, your role typically involves overseeing and directing the strategic planning, operations, and financial performance of the BPO division within a company. Here are some common responsibilities and qualifications for this position:Your future duties and responsibilities:Developing and...

  • Wealth Advisor

    4 weeks ago


    Taguig, Philippines FWD - Annapurna Branch Full time

    Overview Join Our Team as a Financial Wealth Planner! Are you searching for a career that gives you freedom, unlimited income, and the chance to make a positive impact on people’s lives? Annapurna, a branch of FWD Life Insurance Philippines, is looking for Financial Wealth Planners—and we want YOU to be part of our success story! Why Join Us? Freedom of...

  • Wealth Management

    1 week ago


    Taguig, National Capital Region, Philippines JPMorgan Chase & Co. Full time ₱2,000,000 - ₱2,500,000 per year

    Job Description Shape the future of tax operations in a fast-paced, global environment. Join our team and make your mark by driving compliance and operational efficiency for Private Banking clients. As the Tax Documentation Compliance Team Lead within the IPB Tax Operations team, you will play a pivotal role in ensuring adherence to tax...


  • Taguig, Philippines One Zenith Full time

    Overview Position: Financial Wealth Planner in FWD — Part Time | Work From Home Location: Makati, National Capital Region, Philippines Industry: Insurance Responsibilities Setting of appointments Identify client’s financial goals through online or face-to-face meetings and need-based analysis interviews Provide after-sales service by performing policy...


  • Taguig, Philippines FWD D11 District Full time

    Overview Financial Wealth Manager, MDRTI help people find their purpose We are FWD Life Insurance Corporation (FWD Insurance), part of pan-Asian insurer FWD Group and one of the fastest-growing insurers in the Philippines. Our vision is to change the way people feel about insurance – one that is more human and caring, using digital technology to deliver...


  • Taguig, National Capital Region, Philippines Nezda Technologies, Inc. Full time ₱600,000 - ₱1,200,000 per year

    JOIN OUR TEAM as actively looking for Customer Service Representative 100% HYBRID SET-UPGuaranteed 1-day hiring, be hired on the same dayGuaranteed 10,000 signing bonus per certain LOBAVAILABLE LOB:Local PH healthcare accountUS/Canadian Healthcare insurance accountWealth Management accountWORK ARRANGEMENT:Start ASAPHYBRID SETUP (predominant WFH)Fixed Night...


  • Taguig, Philippines FWD D11 District Full time

    Overview URGENT HRINIG: Part-Time and Full Time Financial Wealth Planners 1 week ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Direct message the job poster from FWD D11 District Company Description We are FWD Life Insurance Corporation (FWD Insurance), part of pan-Asian insurer FWD Group and one of the...

  • Wealth Management

    3 weeks ago


    Taguig, Philippines JPMorganChase Full time

    Overview Unlock your potential as a Vice President of Trading Services, where you'll shape the future of our trading ecosystem. Join our team to drive transformation, develop talent, and lead with impact. Job Summary: As a Vice President of Trading Services within our team, you will act as the functional owner and executive of a cluster of processes...