Financial Wealth Planner

2 weeks ago

Makati, Philippines One Zenith Full time

Wealth Manager FWD Group is a pan-Asian life and health insurance business with a focus on changing the way people feel about insurance. Established in 2013, FWD has over 12 million customers across 10 markets, including some of the fastest-growing insurance markets in the world. The company delivers innovative propositions, easy-to-understand products, and a simpler insurance experience with a customer-led and digitally enabled approach. Role Description As a Financial Wealth Planner, you will act as an ambassador of FWD Life Philippines by helping them celebrate living. Similarly, you will be involved in the implementation of strategic initiatives to build and maintain cordial business relationship with FWD to grow and retain dedicated sales distribution model. Key Accountabilities Offering of FWD’s Traditional and Variable products to clients. Responsible for overall delivery of sales performance and acquisition of new business. Retention of quality business for the assigned branch and area. Qualifications At least Bachelor’s Degree graduate but preferably business course related. Fresh graduate are strongly encouraged to apply. Willing to be deployed in Makati City. 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 Effort-based income + monthly bonus. Free Tablet. HMO. Exciting local and international trip incentives. World class learning and training. Seniority level Entry level Employment type Part-time Job function Finance and Sales Industries Insurance #J-18808-Ljbffr

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