Territory Productivity and Leader Development Champion for North Central Luzon

About FWD Group

FWD Group is a pan-Asian life and health insurance business that serves approximately 30 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 Main Board of The Stock Exchange of Hong Kong Limited 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

The job will take the lead in owning the productivity training programs and campaigns under the agency distribution channel. Part of the role is a dotted line relationship with the ELA Director, National Productivity Champion and ELD Head to ensure alignment of program execution. The role also participates in the achievement of the company key metrics of the Project Everest strategy.
Product Ownership. Act as the overall Productivity & Leader Development lead of all programs and campaigns in the Territory. Responsible for the conduct of productivity training programs in non-strategic areas as well as driving improvements in case productivity, case size, Elite, GO Elite and MDRT development through the execution of productivity initiatives in the territory level. Provide training on setting strategic visioning, business planning, recruitment sourcing & onboarding, and developing consistent producers and increasing agent productivity. Drive leader month-on-month growth, expansion and activation. Responsible for stakeholder engagement, validation and acceptance by Agency Leaders and continuous improvement.
Data Analysis and Reporting. Utilize data analytics tools and techniques to gather and analyze relevant distribution data. Generate reports and provide insights to support decision-making and optimize distribution operations in the territory, including weekly lag and lead pillar updates. Provide weekly & monthly productivity and leader development reports to BMs in the territory, secure commitment & intervention plans in their respective branch.

Process Optimization. Analyze current agent productivity, new leader appointment and existing leader validation processes. Identify areas for improvement to drive efficiency, reduce costs, and enhance distribution satisfaction. Implement process optimization initiatives and monitor their effectiveness.

Cross-functional Collaboration. Collaborate with other Champions within the territory as well as other Productivity & Leader Development Champions in the other territories to understand and align distribution-related needs and challenges. Work closely with the ELA Director, National Productivity Champion and ELD Head to align business objectives, identify bottlenecks, and propose effective solutions.

Continuous Improvement. Stay updated on industry trends, emerging technologies, and best practices in distribution management. Proactively identify opportunities for continuous improvement and innovation within the distribution function.

The champion is also expected to coach and develop the agency force based in the following areas, currently under their respective territories’ scope of operation. Additional expansion areas may be added anytime aligned with the strategic expansion development plans in the territories.

Job Qualifications:

• Preferably a bachelor’s degree in business and related disciplines.
• With at least 10 years of insurance industry experience, particularly both agency and bancassurance – must be a former MDRT and has great experience in agency sales management.
• Must have understanding and experience in distribution of various insurance products and in managing agents in the field
• Has experience working with cross-functional teams and has great interpersonal skills
• Willing to be based in Angeles, Pampanga hub.

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.