Expert Financial Strategist

4 days ago


Manila, National Capital Region, Philippines FWD Life insurance company Full time
About the Role

We are seeking a highly skilled Financial Wealth Planner to join our team at FWD Life Insurance Company. As a key member of our sales force, you will be responsible for providing expert financial advice to clients and promoting our life insurance policies.

Job Description
  • Client Advisory Services: Provide personalized financial guidance to clients, including advice on investment strategies and life insurance products.
  • Intermediary Services: Act as a liaison between clients and insurance companies, ensuring seamless communication and efficient service delivery.
  • Sales and Marketing: Develop and implement effective sales strategies to promote our life insurance policies and expand our customer base.
  • Client Relationship Management: Foster strong relationships with existing clients through excellent customer service and identify opportunities to grow our business through referrals and word-of-mouth marketing.
Responsibilities
  • Analyze client needs to recommend tailored financial solutions.
  • Stay up-to-date with industry developments and regulatory changes to ensure compliance and optimal business performance.
  • Work collaboratively with colleagues to achieve sales targets and contribute to the growth of our business.
What You'll Gain
  • A competitive estimated salary of PHP 80,000 - 120,000 per month, depending on experience.
  • The opportunity to work remotely part-time and enjoy an agent allowance.
  • A dynamic and supportive work environment that fosters personal and professional growth.
Requirements
  • Bachelor's degree in a relevant field, such as finance or business administration.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong analytical and problem-solving skills, with the ability to analyze complex financial data and develop effective solutions.


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