Financial Planner (FWD INSURANCE)
A7 Recruitment Makati Part-time
Key Responsibilities
- Sales & Relationship Management
- Promote and sell FWD’s life insurance, health protection, and investment-linked products.
- Build and maintain long-term client relationships.
- Financial Planning
- Analyze clients’ financial situations and goals.
- Develop personalized financial strategies and plans.
- Monitor and adjust investments based on market trends.
- Customer Support
- Educate clients on insurance and investment products.
- Provide excellent service, assist with claims, and explain policy updates.
- Compliance
- Ensure all activities follow FWD’s policies and local regulatory requirements.
- Qualifications
- Education:
- Preferred: Bachelor’s degree in Business, Marketing, Finance, or related fields.
- Skills & Traits:
- Goal-oriented, proactive, trustworthy.
- Strong interpersonal and networking skills.
- Ability to explain complex financial concepts clearly.
- Compensation & Benefits
- Performance-based pay with performance bonuses.
- Flexible work setup (remote or hybrid, part-time or full-time).
- Training & Development: Comprehensive programs and continuous learning opportunities.
- Career Growth: Access to FWD’s digital tools and platforms, with clear advancement paths.
- Perks:
- Travel incentives (e.g., Taiwan, Dubai, Slovenia).
- Free tablet for meeting production targets.
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