Financial Wealth Planner

FWD D11 District

Negotiable
Remote1-3 Yrs ExpDiplomaPart-time
Share

Remote Details

Open CountryPhilippines

Language RequirementsEnglish

This remote job is open to candidates in specific countries. Please confirm if you want to continue despite potential location restrictions

Job Description

Description

URGENT HIRING!!!


COMPANY OVERVIEW

FWD Group is a pan-Asian life insurance business with more than 11 million customers across 10 markets, including some of the fastest-growing insurance markets in the world. Established in 2013, FWD is the insurance business of investment group, Pacific Century Group. We're now one of the fastest-growing companies in one of the fastest-growing markets in the most dynamic region in the world. At FWD, we consistently push boundaries to fulfill our vision of changing the way people feel about insurance. We combine technology and human insights to deliver relevant, first-in-the-market innovations to enable more Filipinos to live their best future and celebrate living. Find out more at https:\\www.fwd.com.ph/


The fastest growing innovative insurance company is seeking a knowledgeable and client-focused Financial Wealth Planner to help individuals and families plan for their financial future. In this role, you'll build trusted relationships, assess financial goals, and provide personalized strategies in areas like retirement, insurance, investments, and estate planning. Ideal candidates are proactive, ethical, and passionate about helping others achieve long-term financial security.


Responsibilities

  • Lead generation
  • Prospect clients
  • Create life insurance proposals
  • Deliver personalized insurance and investment solutions to help clients work towards their long-term financial goals

Qualifications

  • At least College level (new graduates are welcome)
  • Ability to build trust and maintain long-term client relationships
  • Willing to undergo training and licensure examination
  • Willing to work at least 2-4 hours daily (for part-timers)
  • With stable internet connection
  • Must have either a Tablet, Smartphone or iPad
  • Strong social media presence is a Plus


Why Join Us?

  • Flexible working hours
  • All expense-paid local and international travels
  • Php 15k-25k (for Part-timers)
  • Php 50k-80k (for Fulltimers)

Note: This is a commission-based job.

  • Quarterly bonuses
  • Career growth and development
  • Awards & Recognition
  • Unlimited sales and financial management training

Requirements

Please refer to job description.

Financial PlanningInvestment StrategiesRisk ManagementClient Relationship ManagementMarket AnalysisTax PlanningRegulatory CompliancePortfolio ManagementCommunication Skills
Preview

Boss

HR ManagerFWD D11 District

Posted on 08 May 2025

Report this job

Bossjob Safety Reminder

If the position requires you to work overseas, please be vigilant and beware of fraud.

If you encounter an employer who has the following actions during your job search, please report it immediately

  • withholds your ID,
  • requires you to provide a guarantee or collects property,
  • forces you to invest or raise funds,
  • collects illicit benefits,
  • or other illegal situations.