Job ref no.: 185934276-R-0006815 (CT3130083-01#0037)
FWD Financial Planning Limited

Assistant Manager / Senior Officer, Business Development - Financial Planning

FWD Financial Planning Limited

FWD spans Hong Kong, Macau, Thailand, Indonesia, the Philippines, Singapore, Vietnam, Japan and Malaysia, and has a representative office in Shanghai, China. In Hong Kong, FWD offers life and medical insurance, general insurance, employee benefits, and financial planning. FWD is focused on creating fresh customer experiences, with easy-to-understand and relevant products, supported by digital technology. Through this customer-led approach, FWD aims to become a leading pan-Asian insurer that changes the way people feel about insurance.

Established in Asia in 2013, FWD is the insurance business of investment group, Pacific Century Group. The life insurance and general insurance operating entities have been assigned strong financial strength ratings by international rating agencies. While FWD Life Insurance Company (Bermuda) Limited (Incorporated in Bermuda with limited liability) has been affirmed ‘A3’ by Moody's and ‘A’ by Fitch, FWD General Insurance Company Limited has also received ‘A’ rating from Fitch, all with a stable outlook.

In Hong Kong & Macau, FWD has been providing quality services to around 530,560+ customers with over 830+ staff.

If you are looking for a company where can fuel your inspiration and cultivate your expertise, join us on our exciting journey.

The Job

  • Promote FP insurance brokerage to experienced insurance brokerage frontline in the market and recruit potential frontline candidates to join FWDFP (in-house advisors).
  • Promote FP insurance brokerage platform to other insurance brokerage firms and recruit them to collaborate with FWDFP (B2B).
  • Ensure all sales activities fulfill the regulatory compliance, comply with all applicable laws & regulations.

The Person

  • Degree or above in Finance, Economics, Business or related disciplines.
  • Minimum 5 years of solid experience in insurance brokerage business development.
  • Sound knowledge in insurance products and channel management.
  • Aggressive, independent, result oriented and highly-motivated
  • Good command of written & spoken English and mandarin.
  • Familiar with the financial planning industry, good network with external product providers.
  • License holder of insurance technical representatives.

We offer 5-day work, 20-22 days annual leaves, excellent learning & development opportunities and an attractive package to the right candidate.

Information collected will be treated in strict confidence and used solely for recruitment purpose. The company will retain all applications no longer than 24 months of which will be destroyed thereafter. When there are vacancies in any of our subsidiaries, holding companies, associated or affiliated companies of, or companies controlled by, or under common control with the Company during that period, we may transfer your application to them for consideration of employment. We are an equal opportunity employer. We do not discriminate on the basis of race, sex, disability or family status in employment process.

More job information
Job ref no. 185934276-R-0006815 (CT3130083-01#0037)
  • 30,000 - 35,000 / month
Job Function
  • Sheung Wan
Employment Term
  • Permanent
  • Full-time
  • 5 years - 7 years
Career Level
  • Entry level
  • Degree
  • 5-day week
  • Dental plan
  • Medical plan