Licensed Financial Wealth Planner
Makati, National Capital Region
Posted more than 30 days ago
- Company:
- FWD Life Insurance
- Company Description:
- FWD Group is a pan-Asian life and health insurance business with more than 12 million customers across 10 markets, including some of the fastest-growing insurance markets in the world. The company was established in 2013 and is focused on changing the way people feel about insurance. FWD’s customer-led and digitally enabled approach aims to deliver innovative propositions, easy-to-understand products and a simpler insurance experience. It is one of the fastest-growing and innovative insurance company in the Philippines owned by Pacific Century Group. It offers a wide-range with unique features of Protection and Investment Programs, true to it's advocacy to ensure a raise a generation of financially prepared Filipinos.
- Contract Type:
- Part Time
- Experience Required:
- 1 year
- Education Level:
- Bachelor’s Degree
- Gender:
- Any
- Number of vacancies:
- 10
Job Description
They also do interview the clients to determine their current income, expenses, financial objectives and tax status, and how much health, home, car or other types of insurance coverage they would like to purchase. They will help clients figure out how much insurance they can afford, as well as how much coverage they need to ensure their loved ones will be cared for upon their death.