Financial Wealth Planner

Advising clients: Providing financial advice, including life insurance and investment strategies
Conducting intermediary services: Acting as a liaison between the client and the insurance company

Selling life policies: Selling life insurance policies that pay out when the insured person dies
Maintaining and expanding client base: Providing good customer service to existing clients and growing the customer base through marketing and other programs

Conducting needs analysis: Analyzing each client's needs to ensure the correct products are recommended

Financial Wealth Planners at FWD Philippines may work remotely part-time and receive an agent allowance.