About FWD Philippines FWD Life Insurance Corporation (“FWD Life”) is the first life insurance company licensed by the Insurance Commission of the Philippines under the new Insurance Code. FWD launched its commercial operations in September 2014. By March 2017, FWD Life is the highest-capitalized life insurer in the Philippines with PhP 2.3 billion in paid-up capitalization.1 FWD Life now ranks 8th in the life insurance industry in terms of new business annual premium equivalent.2 FWD Group spans Hong Kong & Macau, Thailand, Indonesia, the Philippines, Singapore, Vietnam, Japan, and Malaysia, offering life and medical insurance, general insurance, employee benefits, Shariah, and Family Takaful products across a number of its markets. Established in Asia in 2013, FWD is the insurance business arm of investment group, Pacific Century Group. In the Philippines, FWD has 14 business hubs located in key cities nationwide with its headquarters in Bonifacio Global City in Taguig. FWD is focused on creating fresh customer experiences, with easy-to-understand 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. For more information please visit fwd.com.ph. 1 www.insurance.gov.ph Statistics 2018 Based on Paid-Up Capital 2 www.insurance.gov.ph Statistics 2018 Based on New Business Annual Premium Equivalent POSITION OVERVIEW: FWD Life Insurance Corp. Inc. is looking for an Investment Training Manager to be part of the Distribution Training team. This position will drive the implementation of tactical and operational plans to ensure that FWD’s distributors have the competitive edge in the market of investment products and services. This position will also entails development and roll-out of investment programs and activities in partnership with relevant units and/or third-party providers. KEY RESPONSIBILITIES: A. Program Management: Design, roll-out, and manage investment and allied training programs Create content when necessary, to reinforce investment knowledge or strengthen skills of FWD distributors Deliver programs in multiple platforms to reach more distributors Create an efficient feedback system on process, programs, and program management. Build a collection of best training practices from the industry on similar program/s in collaboration with other business units B. Stakeholder Engagement Collaborate with Agency leaders and the Sales Management team to drive attendance to training programs Build partnership with distributors in creating customer events and activities Create a pool of High Net Worth (HNW) sellers with corresponding support system Simplify distributors’ tools REQUIRED SKILLS AND EXPERIENCE: Graduate of Business/Financial Management, Economics, or any related course With at least 5 years’ experience in the financial services industry; preferably in the areas of investment banking, mutual funds, or trading Advanced knowledge in investment concepts Proficient in the following: (1) Estate Planning, (2) Wealth Planning or Portfolio Management, (3)Taxation, (4)Trust Able to read and analyze investment briefs Can understand financial models With above average communication skills With problem solving and decision making skills Preferably has industry certifications in investment Self-starter/Initiative to complete required tasks and make decisions within level of authority Team player/High interpersonal skills