Assistant Financial Planner

About FWD Group

FWD Group (1828.HK) is a pan-Asian life and health insurance business that serves over 40 million customers across 10 markets, including BRI Life in Indonesia. FWD’s customer-led and tech-enabled approach aims to deliver innovative propositions, easy-to-understand products and a simpler insurance experience. Established in 2013, the company operates in some of the fastest-growing insurance markets in the world with a vision of changing the way people feel about insurance. FWD Group is listed on the Hong Kong Stock Exchange under the stock code 1828. For more information, please visit www.fwd.com

For more information about FWD Cambodia, please visit www.fwd.com.kh.

This role will play a vital part in achieving sales targets by collaborating with our bank partners and sales teams, providing innovative financial consulting, and building strong relationships with customers.

• Collaborate effectively with partners and sales teams to drive sales growth and consistently meet established sales targets.
• Understand customer needs and tailor life insurance solutions to address their financial protection and long-term savings goals.
• Cultivate and maintain strong relationships with new and existing customers. Maintain a good relationship with our bank partners to get more referrals.
• Provide exceptional customer service by actively addressing inquiries, offering valuable information, and supporting after-sales needs.
• Actively participate in company promotional activities to enhance brand awareness and generate leads.
• Execute additional tasks assigned by the line manager to contribute to the overall success of the team and company.
• Perform other tasks as assigned by manager.