Financial planner
Cebu
Job Description
Posted on 29 April 2025- Empower individuals and families by offering tailored financial solutions that bring clarity, security, and peace of mind.
- Build and nurture long-term client relationships with trust, integrity, and care at the heart of every interaction.
- Assist clients in understanding and managing their insurance policies, from life and health coverage to investment-linked products.
- Deliver professional and insightful financial advice that helps clients achieve their life goals and dreams.
- Proactively identify and respond to clients’ changing needs with speed, empathy, and accuracy.
- Embrace innovation by continuously adapting to new tools, technologies, and industry trends to enhance client experience.
- Commit to excellence by consistently meeting performance targets, delivering on promises, and growing professionally.
- Demonstrate genuine care by putting clients first, understanding their unique perspectives, and guiding them with compassion.
- Practice openness by sharing knowledge, collaborating with the team, and remaining receptive to new ideas and feedback.
- Represent FWD’s mission to change the way people feel about insurance—making it more human, empowering, and relevant to every stage of life.
- Uphold our guiding principle: doing the right things right, with every client, every time.
Qualifications/Requirements
We’re looking for passionate go-getters to join our fast-growing team!
CEBU APPLICANTS ONLY!!
Open roles: ✨Financial Planners
✨Recruiters✨Team Builders
✨Future Branch Heads
Bonus if you’re into: ✅ Canva
✅ Content Creation✅ Public Speaking
✅ Life Coaching
✅ Designing Training and Workshops
You’re the one we’re looking for if: ❗️You’re motivated and hungry to achieve big things
❗️You stay calm under pressure and turn challenges into wins❗️You have a boss/entrepreneur mindset
❗️You’re open to learning new skills and leveling up
❗️You communicate well and know how to really listen
❗️You believe in doing good while doing well
Work location
CEBU CITY (CAPITAL), CEBU
Remarks
What’s in it for you:- Work anytime, anywhere (goodbye 9-to-5!)
- No income ceiling — you control how much you earn
- Work-life balance with total flexibility
- Mentorship and real career growth
- Be part of something purpose-driven and meaningful
Apply now
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Cebu City
Job Description
Posted on 29 April 2025
• Empower individuals and families by offering tailored financial solutions that bring clarity, security, and peace of mind.
• Build and nurture long-term client relationships with trust, integrity, and care...