
Career Opportunities
1 week ago
At FWD, we are expanding our team of dedicated professionals and looking for driven individuals to fill the role of Financial Wealth Planners.
This is a fantastic opportunity for those who are passionate about delivering personalized insurance and investment solutions to help clients work toward their long-term financial goals. As a Financial Wealth Planner, you will be responsible for lead generation, prospecting clients, creating life insurance proposals, and providing exceptional customer service.
Responsibilities- Generate leads and prospect new business opportunities
- Prepare customized life insurance proposals that meet clients' needs
- Deliver exceptional customer service and build strong relationships with clients
- Participate in ongoing sales and financial management training to stay up-to-date on industry trends and best practices
- College degree or higher preferred; recent graduates and students welcome
- Minimum 6 months of relevant work experience; prior insurance industry experience not required
- Sales experience a plus but not necessary; willingness to undergo training and licensure exam a must
- Stable internet connection and reliable device (iPad, smartphone, or Android tablet) required
- Preferrable residing in NCR and CALABARZON for contingency purposes
- Employment type: Part-time; suitable for full-time also
- Seniority level: Entry-level
- 100% remote work or anywhere arrangement
- Weekly pay; HMO and Life Insurance Coverage provided
- Quarterly and Annual Local/Foreign Travel Incentives available
- Ongoing Sales and Financial Management Training
- Award and Recognition Opportunities
Candidates can apply even if they are currently employed; referrals may increase interview consideration chances.
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