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Business Development Officer, Financial PlanningFWD Financial Planning Limited
Business Development Officer, Financial PlanningFWD Financial Planning Limited
Job Highlights
  • Responsible for the sales growth
  • Develop business proposals
  • Lead the sales efforts
Job Description

FWD spans Hong Kong, Macau, Thailand, Indonesia, the Philippines, Singapore, Vietnam and Japan. 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.

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 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 534,000 customers with over 730 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

  • Lead the sales efforts for the Insurance brokerage B2B model through licensed partners
  • Serve as the primary contact for the licensed partners, indirect support of all customers through B2B Channel
  • Responsible for the sales growth, servicing, and renewal of these customers.
  • Develop business proposals for existing and new customers.
  • Explain to potential customers about the various benefits offered by insurance product providers; following them up so as to close the business deals.

The Person

  • Degree holder with background in business development (investment and insurance)
  • Knowledge of insurance products and insurance quotation systems
  • Experience in handling insurance application and pending memos
  • Good relationship building and interpersonal skills
  • Good command of both spoken and written English and Chinese;
  • IIQE Papers 1,2,3,4 &5
  • HKSI paper 1,7,8
  • Proficient in PC applications including Chinese word processing, Word, Excel & PowerPoint

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.

Additional Information
Career Level
Entry Level
Years of Experience
1 year
Employment Type
Full Time
Company Website
Company details
See Job Description