Financial Wealth Planner

About Us

Join One Zenith Life Insurance Agency, a leading Life Insurance General Agency offering FWD Philippines products and services that aim to change the way people perceive insurance. Our mission is to educate Filipinos on managing their finances effectively.

As a dynamic team of over 250 Licensed Financial Consultantsmainly Millennials and Gen Zswe are dedicated to ensuring brighter futures through expert financial planning.

Role Description

We are seeking a passionate Financial Wealth Planner for a full-time or part-time remote role at FWD Insurance. As a Financial Wealth Planner, you will provide comprehensive financial, retirement, educational, and estate planning services. You'll help clients create personalized financial strategies, achieve their goals, and secure their financial future with sound advice and insurance solutions.

Qualifications

• Proficiency in Financial Planning, Retirement Planning, and Financial Advisory is a plus.
• Experience in finance and investments is advantageous.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Ability to work independently and remotely.
• Knowledge of insurance products and services is a plus.
• At least 2 years undergrad with a minimum of 2 years work experience.
• Bachelor's degree in Finance, Economics, Business Administration, or related field is preferred but not required.
• Vocational graduates are also encouraged to apply

Key Responsibilities

• Conduct thorough financial assessments to understand clients financial goals.
• Develop and implement tailored financial plans and investment strategies.
• Provide continuous advice and support to clients, ensuring their financial plans align with their goals.
• Stay updated with financial markets, investment products, and regulatory changes.
• Build and maintain strong client relationships through regular communication and exceptional customer service.

What We Offer

• Commission-based compensation with performance-based incentives.
• Comprehensive benefits package including health insurance and retirement plans.
• Continuous professional development and training opportunities.
• A supportive and dynamic work environment.
• Opportunities for career advancement within FWD Insurance and One Zenith Life Insurance Agency

How to Apply

Interested candidates are invited to apply online with their resume and a cover letter detailing their qualifications and experience.

Visit our website at www.fwd.com.ph to learn more about our company and career opportunities.

For any inquiries, please contact our recruitment team at 0956 512 4926 or email us at [Confidential Information].

Join Us

Embark on a rewarding career in financial planning with One Zenith Life Insurance Agency. We are committed to helping you achieve your career goals while making a meaningful impact on our clients lives. One Zenith Life Insurance Agency is an equal-opportunity employer. We celebrate diversity and are dedicated to creating an inclusive environment for all employees.