Financial analyst

Job Description

• 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

✨Future Branch Heads

Bonus if you’re into: ✅ Canva

✅ Designing Training and Workshops

You’re the one we’re looking for if: ❗️You’re motivated and hungry to achieve big things

❗️You believe in doing good while doing well

Work location

CEBU CITY (CAPITAL), CEBU

Remarks

• 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