Recruitment Partner

About FWD Group

FWD Group (1828.HK) is a pan-Asian life and health insurance business that serves approximately 40 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 Recruitment Partner plays a critical role in managing the end-to-end recruitment pipeline, ensuring seamless execution of exam management, documentation, and onboarding conversion of new recruits.

This role is responsible for ensuring that all recruits are

• Exam-ready and scheduled efficiently
• Fully compliant with regulatory and business requirements
• Successfully endorsed to licensing for coding

The role directly contributes to delivering a high-quality, compliant, and efficient recruitment journey, ensuring that distributors are fully prepared to commence their sales activities upon onboarding. 1. Exam Management Operations

• Manage the end-to-end exam lifecycle , including scheduling, batching, and coordination
• Monitor key exam metrics:
• Registrants vs attendance
• Completion and no-show rates
• Passer conversion to next stage
• Coordinate with TRMs, agency leaders, and exam providers for smooth execution
• Ensure timely endorsement of exam passers to licensing and coding teams
• Drive follow-ups to improve exam attendance and completion rates
• Support execution of exam drives, campaigns, and conversion-focused initiatives

1. Recruitment Operations Administration

• Maintain accurate records, databases, and documentation across recruitment systems
• Manage SRT processes , including document downloading, validation, and tracking
• Ensure proper tagging, attribution, and hierarchy alignment of recruits
• Prepare agency matrix and hierarchy documentation for onboarding
• Handle exam document completion recalibration for incomplete or incorrect submissions
• Support end-to-end endorsement of exam results to DMS and licensing systems

1. Pipeline Management

• Manage End-to-End Recruitment Pipeline Execution

Oversee the full recruitment journey from submission to onboarding (submission → exam → licensing → coding), ensuring seamless movement across all stages and timely progression of recruits.

• Monitor and Drive Pipeline Conversion Performance

Track daily and weekly pipeline metrics (exam passers, pending licensing, coded recruits) and proactively address bottlenecks to accelerate conversion and improve time-to-code.

• Lead Exam Management Operations and Throughput Optimization

Ensure efficient exam scheduling, batching, and coordination with providers while optimizing attendance, completion rates, and passer conversion to licensing.

• Ensure Timely Endorsement to Licensing and Coding

Drive fast transition of exam passers to the next stage by enforcing completion of requirements and coordinating closely with Licensing and Conversion teams.

• Establish and Maintain Pipeline Reporting and Visibility

Prepare and disseminate accurate pipeline dashboards and territory-level reports to TRMs and stakeholders to enable data-driven actions and accountability.

• Act as Territory Point-of-Contact for Pipeline Management

Provide hands-on coordination with TRMs, leaders, and recruiters to follow through on pending applications, incomplete requirements, and pipeline gaps.

• Drive Candidate Engagement and Follow-Through Activities

Implement structured follow-ups for exam registrants, no-shows, and passers to ensure continuous engagement and minimize drop-offs across the funnel.

• Ensure Data Accuracy, Compliance, and Process Discipline

Validate documentation, maintain accurate records in SRT and trackers, and ensure all recruitment activities comply with regulatory and internal standards.

• Enable Continuous Pipeline Improvement and Process Optimization

Identify inefficiencies across recruitment and exam processes and implement improvements to enhance throughput, turnaround time, and overall candidate experience.

1. Data Management, Reporting & Analytics

• Generate and maintain:
• Daily and weekly recruitment reports
• Exam performance dashboards
• Pipeline conversion reports
• Ensure data accuracy, integrity, and timeliness across all reports
• Monitor conversion funnel gaps and highlight areas for follow-up
• Support leadership requirements for TRM / NRH / Operations reporting

1. Stakeholder Coordination & Communication

• Act as coordination link between:
• Recruitment Managers (TRMs)
• Agency Leaders / SMTs
• Exam Management Team
• Licensing and Conversion Teams
• Provide timely updates, reminders, and escalations
• Conduct regular follow-ups and status alignments with stakeholders

Support recruitment campaigns and conversion initiatives at territory level

1. Compliance, Quality & Governance

• Ensure adherence to:
• Regulatory licensing requirements
• Internal recruitment policies and processes
• Maintain:
• 100% accuracy on documentation and submissions
• Strict SLA / TAT compliance
• Zero-error tolerance on data and processing
• Support audit requirements and continuous process improvements

Job Requirements

• Bachelor’s degree in Business Administration, Management, HR, or related fields
• Fresh graduate or with experience in office administration / recruitment operations

-