Financial Wealth Planner

3 days ago

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 better service and experience. We believe financial security should be accessible and less complicated. We combine technology and human insights to deliver relevant, first-in-the-market innovations to enable more Filipinos to live their best future and celebrate living. Find out more at The fastest-rising innovative insurance company is looking for like-minded individuals to join the team as Financial Wealth Planners. The ideal candidates will deliver personalized insurance and investment solutions to help clients work toward their long-term financial goals. Responsibilities The role involves delivering personalized insurance and investment solutions to clients to help them work toward long-term financial goals. Responsibilities include providing financial guidance, recommending suitable plans, and supporting clients through the sales and onboarding process. Requirements At least legally able to work in the Philippines No experience required Willing to undergo extensive training and licensure exam Must be able to allot 2-3 hours daily (for part-timers) Must have a stable internet connection Sales background is preferred but not required Preferably social media savvy Why Join Us? Weekly commission Monthly and quarterly monetary bonuses Local and foreign travel incentives HMO coverage as bonus Life insurance coverage as bonus Free extensive sales and financial management training Awards and recognitions Notes This is a commission-based job. Applicants are required to have a Telegram account for application processing and team communications. Short-listed applicants will be contacted between 9am-7pm, Mondays to Fridays. Please make your lines available within this timeframe. You can join us as part-timers even if you are currently employed. Sales agents from other industries that are no longer active or have resigned are welcome to join. #J-18808-Ljbffr

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