Agency Events, Incentives, & Communications Specialist

About FWD Group

FWD Group (1828.HK) is a pan-Asian life and health insurance business that serves more than 38 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 Agency Events, Incentives and Communications Specialist executes and coordinates Agency communications, events, and incentive initiatives to support sales campaigns, operational advisories, and distributor engagement. The role ensures timely, accurate, and compliant delivery of communication materials and supports the planning and execution of Agency events and incentive trips in line with approved plans, budgets, and standards.

1. Executes approved communication activities for Agency sales campaigns and operational advisories by preparing, consolidating, and releasing communication materials that inform and engage distributors while adhering to brand, legal, data privacy, and company policy requirements
2. Produces and coordinates campaign announcements, collaterals, reminders, and advisories, ensuring delivery within agreed timelines and alignment with provided messaging and communication guidelines.
3. Administers and maintains official Agency communication platforms (e.g., designated email mailbox, SMT Viber group, Agency private FB group, SMS tools), and monitors content and usage to ensure compliance with governance standards
4. Coordinates with Sales Management and internal support units to gather inputs, cascade information, and support awareness and participation in ongoing campaigns and operational initiatives.
5. Coordinates and executes Agency events, programs, and incentive trips based on approved concepts and plans, supporting preparation, implementation, and post-event activities to ensure timely and organized delivery.

6. Handles event and trip logistics, including timelines, vendor coordination, venue arrangements, travel and accommodation bookings, program flow documentation, and contingency requirements in coordination with internal teams and accredited vendors.
7. Supports on-ground execution of events and incentive trips by managing assigned operational tasks, tracking activities against plans, and escalating issues as needed to ensure smooth execution and positive participant experience.
8. Prepares and consolidates event- and campaign-related documentation, including proposals, schedules, budgets, contracts, and post-event reports, and supports budget tracking and reconciliation against approved allocations.
Monitors campaign execution and budget utilization and provides regular status updates and documentation to immediate supervisor and relevant stakeholders. Coordinates post-event and post-campaign activities, including collection of participant feedback, consolidation of results, and documentation of learnings and improvement opportunities.

Job Requirements:

• Must be a college graduate of preferably from a Management, Marketing or Communications course
• LOMA Certification is preferred but not required
• Proficiency in Canva, Power Point and Excel is an advantage.
• At least 5 years of relevant work experience, preferably within the financial services industry
• Minimum 3 years of experience in distribution communications, sales promotions, and/or event execution

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.