Sales Development Manager for North Luzon and South Luzon

About FWD Group

FWD Group (1828.HK) is a pan-Asian life and health insurance business that serves approximately 34 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 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

The Sales Development Manager (SDM) is the company's sales representative in his assigned region, which is a cluster of sales teams located in a specific region in the territory. The SDM acts as the alter ego of the Territory Sales Head (TSH), responsible for the achievement of all APE, Manpower, Recruitment, Activation, Productivity, Leader Development and all other sales quality targets. The SDM collaborates closely with the sales teams and works with the agency leaders & planners, using coaching and influencing skills, training and demonstrating strong leadership. This role involves developing strategic sales plans and implementation of agency transformation initiatives that will impact agency growth and expansion in the specific regional assignment.

The various SDM regions are as follows:

Isabela (NCL Territory)

Alabang (SL Territory)

Davao/CDO (Mindanao Territory)

PERFORMANCE MANAGEMENT

• Efficiently manage all relevant Agency KPIs to ensure consistent and sustained growth of the assigned territory and consequently of the entire Company.
• Monitor, track and drive performance to achieve agreed sales targets at all levels in the territory.
• Conduct regular 1on1 coaching sessions with senior leaders in the territory and monthly business reviews with all agency leaders per branch to ensure performance.

STRATEGIC PLANNING & EXECUTION

• Support the Agency Transformation Project to achieve sales breakthroughs impacting Agency growth and expansion in the areas of Recruitment, Activation, Productivity and Leader Development.
• Develop and implement strategic intervention action plans based on performance tracking and data analysis.
• Manage the application and selection process inorganic recruitment and accordingly endorse to Metro Manila Sales Head for further review and collectively present the final recommendation to the National Sales Head.
• Maintain detailed knowledge of current market conditions both locally and nationally.

COLLABORATION &SALES TEAM MANAGEMENT

• Develop and maintain excellent working relationship with assigned territory's Leaders and Planners.
• Ensure agency teams are advised of and follow all relevant policies and operating procedures to ensure functional effectiveness of the business and compliance with regulations and company procedures.
• Work closely with Head Office Agency support teams to ensure that good communications take place between the support teams and the salesforce. Close collaboration with National Champions for creation of intervention programs to address sales performance gaps and continuous improvement of territory performance. Close working relationship with functional heads (i.e. Marketing, Life Operations) to ensure service delivery.
• Ensure that Metro Manila/Provincial Sales Head, National Sales Head and Chief Agency Officer and other members of the Head Office teams are kept updated of all developments and issues.

Job Qualifications:

• College graduate with at least 5years of sales and management experience in life insurance and/or financial services industry
• Proven experience as a Sales Head or similar leadership role with a track record of achieving and exceeding sales targets;
• Thorough understanding of the responsibilities of Agency field force management and the entire organization;
• Strong understanding of sales performance metrics, forecasting and market analysis;
• Highly developed organization and planning skills;
• In depth knowledge of sales practices and techniques, government regulations and codes related to life insurance industry;
• Detailed knowledge and understanding of life insurance industry developments in Philippines
• Residing within the assigned territory, - Isabela, or willing to be assigned in Isabela

PRIVACY NOTICE FOR JOB APPLICANTS

FWD Life Insurance Corporation (FWD) collects and processes your personal data in connection with its recruitment and hiring process. This Privacy Notice applies to job applicants, prospective candidates, and participants in recruitment programs only.

We may collect and process the following personal data you voluntarily provide when you apply for a role:

• full name
• address
• email address
• contact details
• marital status
• date and place of birth
• gender/sex
• education and work history
• Photos images and/or video recordings
• background investigation or screening result
• government‑issued IDs and numbers (e.g. SSS, PhilHealth, TIN, passport, HDMF)
• information provided during job applications and interviews
• pre-employment medical examination results and competency assessment results
• Other information provided during recruitment process

We process only the personal data that is necessary and relevant to support our recruitment and hiring process, including evaluating candidates, maintaining recruitment records, contacting you regarding your application or future job opportunities, conducting required checks to assess suitability for the role, improving our recruitment processes, and complying with legal, regulatory and operational requirements.

If you accept an offer of employment, personal data collected during the pre-employment phase will form part of your personnel records and will be retained in accordance with FWD's Retention Schedule and applicable laws.

If you are not selected or do not accept an offer, we may retain and process your personal data for up to five (5) years, unless you request otherwise, to consider you for future employment opportunities.

Your personal data may be shared, on a need‑to‑know basis, with FWD's recruitment team, hiring managers, and authorized third‑party service providers, subject to appropriate safeguards. FWD implements physical, organizational, and technical measures to protect your personal data against unauthorized access, loss, theft, misuse, or disclosure.

Your Rights

You have the right to be informed, access, correct, or object to the processing of your personal data in accordance with the Data Privacy Act of 2012. For inquiries or to exercise your rights, you may send an email to [Confidential Information] or [HIDDEN TEXT]. You may also write to:

Data Protection Officer

FWD Life Insurance Corporation

19F W Fifth Building

5th Ave. cor. 32nd St., BGC,

1634 Taguig City, Metro Manila

DATA PRIVACY CONSENT

By proceeding, I confirm that:

• I have read and understood this Privacy Notice and consent to the processing of my personal data as described herein.
• I understand that providing personal data is voluntary, however, failure to provide the required information may result in the discontinuance of my application or engagement.

• All information I have provided is true, complete, and correct to the best of my knowledge, and I have not knowingly withheld any material information. I understand that providing false, inaccurate, or incomplete information may render me ineligible for the application or engagement.
• I understand that this Privacy Notice does not form part of any contract that may be entered into between me and FWD PH.
• I understand that my consent does not preclude the existence of other lawful bases for processing and does not waive any of my rights under the Data Privacy Act of 2012, its Implementing Rules and Regulations, and other applicable laws.