Bancassurance Life Insurance & Wealth Advisor

Manulife/John Hancock; Antipolo; On-site; PHP 335,000 - 670,000; Full time

Job summary

Manulife/John Hancock in the Philippines is seeking a Financial Sales Associate to provide life insurance and wealth management solutions to clients, working with branch sales and service teams to address protection and savings needs. You will build long-term relationships and support sales targets through lead generation and cross-selling.

The role involves client calls, presentations, KYC/CDD/EDD compliance, and accurate reporting.

Qualifications

• Bachelor's/College degree required; bancassurance sales experience preferred.
• Experience in banking, transport, pharma, FMCG, hospitality or IT sales is welcome.
• Self-driven with strong motivation and goal orientation.

Responsibilities

• Provide life insurance and wealth solutions to clients with product proposals.
• Coordinate with branch sales and service teams to address client needs.
• Conduct client calls, presentations, and lead generation activities.
• Prepare monthly sales plans and daily call reports.
• Ensure KYC/CDD/EDD compliance and proper documentation.

Skills

Sales experience

Communication skills

Customer service

Interpersonal skills

Bancassurance knowledge

Education

Bachelor's degree

College degree

Job description

Manulife/John Hancock in the Philippines is seeking a Financial Sales Associate to provide life insurance and wealth management solutions to clients, working with branch sales and service teams to address protection and savings needs. You will build long-term relationships and support sales targets through lead generation and cross-selling.

The role involves client calls, presentations, KYC/CDD/EDD compliance, and accurate reporting.