Financial Planning Strategist

5 days ago


Bacolod City, Western Visayas, Philippines FWD Life Insurance Philippines Full time

FWD Life Insurance Philippines is seeking a highly motivated and dynamic Financial Wealth Planner to join our team. As a Financial Wealth Planner, you will work closely with clients to understand their financial objectives and provide them with tailored investment and financial planning strategies.

Key Responsibilities:
  • Conduct comprehensive financial assessments for clients to identify areas of improvement and develop customized plans to meet their goals.
  • Develop and implement effective investment strategies to help clients secure their financial futures.
  • Provide expert advice on retirement planning, estate planning, and wealth management to ensure clients' long-term success.
  • Monitor and review clients' investment portfolios regularly to optimize returns and minimize risk.
Requirements:
  • A minimum of 2 years of college education in any field.
  • Self-motivated and competitive individual with excellent communication skills.
  • Ability to work remotely and maintain a strong internet connection.
  • Proficiency in using personal devices such as laptops or desktops.
  • Willingness to attend online training sessions to enhance knowledge and skills.
  • Amenable to taking the Licensure Exam at the Insurance Commission.

The ideal candidate will have excellent analytical and problem-solving skills, with the ability to build strong relationships with clients. If you are passionate about helping clients achieve their financial goals, we encourage you to apply.



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