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
About FWD Life Philippines
FWD Life Insurance Corporation (FWD Life Philippines) launched its commercial operations in September 2014. As of end-2022, FWD Life Philippines ranks 3rd and 6th in terms of Paid-up Capital(1) and New Business Annual Premium Equivalent(2), respectively.
For more information, please visit fwd.com.ph.
1 www.insurance.gov.ph > Statistics > Life > 2022 > Based on Paid-Up Capital
2 www.insurance.gov.ph > Statistics > Life > 2022 > Based on New Business Annual Premium Equivalent
Job Purpose:
To manage assigned learning and capability development programs for Partnership/Bancassurance, helping ensure newly onboarded and existing FSCs are field-ready, compliant, customer-focused, and equipped to deliver FWD solutions to SBC-referred clients. The role coordinates program delivery, learning quality, performance insights, stakeholder alignment, and the development of training resources.
Key Responsibilities:
1) Learning Program Planning and Coordination
- Contribute to the annual learning and capability plan by translating agreed Partnership and Bancassurance priorities into program requirements and schedules.
- Define and maintain the learning standards, design specifications, facilitator requirements, documentation, and continuous improvement framework for the BEST program and related learning journeys, ensuring consistent application across assigned learning resources.
- Analyze learner data, field observations, and stakeholder feedback to identify capability gaps and recommend practical interventions.
2) Training Delivery and Facilitation
- Facilitate BEST, IC Review, product reviews, coaching sessions, and other assigned interventions.
- Apply effective facilitation and role-play techniques across classroom, virtual, and blended platforms.
- Ensure delivery consistency, regulatory alignment, and a strong learner experience.
3) Content and Learning Design
- Design, review, and update modules, facilitator guides, scripts, assessments, and reinforcement materials.
- Partner with SMEs, Compliance, Product, Sales, and Operations to validate content accuracy and relevance.
- Use digital learning tools and practical simulations to improve application and retention.
4) Learning Measurement and Performance Insights
- Monitor agreed success measures, including training feedback, exam results, activation, and early-tenure performance.
- Track the first 30 days of onboarded FSCs with Area Sales Heads and recommend targeted interventions.
- Prepare regular insights, risks, and recommendations for review by Partnership leaders.
5) Stakeholder Management and Workstream Leadership
- Provide workstream guidance, peer coaching, and quality support to assigned learning resources while monitoring agreed deliverables.
- Influence SMEs, administrators, Sales, Product, Compliance, Operations, and other business stakeholders to align differing priorities and secure agreement on program requirements, resources, timelines, content standards, and corrective actions needed for successful execution.
- Identify learning risks, competing priorities, and issues, and escalate them with recommended actions when needed.
Education & Certification:
Bachelor’s degree in Business, Education, Communication, Psychology, Human Resources, or a related field.- Professional certification in learning and development, facilitation, coaching, or instructional design is an advantage.
- LOMA Level 1 and/or IC Traditional and VUL certification is required.
Experience:
- At least 5 to 8 years of experience in training, learning and development, sales capability, or a related discipline, preferably in bancassurance or life insurance.
- At least 1 year of experience coordinating projects or leading learning workstreams.
- Demonstrated experience designing learning programs, facilitating varied audiences, and using performance data to improve outcomes.
- Strong stakeholder management, communication, analytical, and problem-solving skills.
Technical Competencies/Skills:
- Learning Program Management: Translates agreed business priorities into structured learning plans, schedules, implementation activities, and measurable outcomes.
- Facilitation and Coaching: Delivers engaging learning and provides peer coaching or quality feedback across classroom and online platforms.
- Instructional Design: Develops and quality-checks modules, assessments, scripts, simulations, and reinforcement tools.
- Learning Analytics: Interprets feedback, exam results, activation, and early performance trends to recommend interventions.
- Insurance and Product Knowledge: Understands Traditional and Variable products, bancassurance operations, sales practices, and relevant regulatory requirements.
- Digital and MS Office Proficiency: Uses presentation, collaboration, data, and digital learning tools to improve efficiency and learner experience.
Privacy Notice
Your privacy is a priority for FWD. The Company keeps your personal information with us in confidence. To know more about how we process your information, kindly refer to our FWD Recruitment Privacy Notice.
FWD has partnered with Talocity Instasolutions Private Limited (“Talocity”) to manage the initial filtering of candidate’s profiles through video interviews, social profile mapping, and video analytics using artificial intelligence engine that is offered within the Talocity platform. The platform evaluates the candidate on the five well-known dimensions as per OCEAN Personality Model that influence occupational success and help understand workplace behavior. For more information, please refer to Talocity Privacy Policy.
When you apply, FWD will share your name, phone number and email address to Talocity to contact you and conduct the initial screening and profiling process. Shortlisted candidates will then be contacted by FWD for the face-to-face interview.
