Bancassurance Life Insurance & Wealth Advisor

Manulife; Bacolod; On-site; PHP 250,000 - 420,000; Full time

Job summary

Manulife Financial Corporation seeks a Financial Sales Associate to provide life insurance and wealth management solutions to bank clients, coordinating with branch, sales and service teams to deliver innovative product solutions. The role emphasizes achieving sales targets, building long-term client relationships, and maintaining compliant, high-quality service.

The ideal candidate will have a Bachelor’s degree and relevant sales experience in bancassurance or banking, with strong

Qualifications

• Bachelor’s/College degree is required.
• Bancassurance sales experience is highly preferred; those from banking or related industries are encouraged to apply.

Responsibilities

• Provide life insurance and wealth management solutions to clients.
• Work with branch, sales and service teams to address client needs with innovative product solutions.
• Generate new account relationships, deepen existing ones, and cross-sell MCBL products.
• Prepare Monthly Sales Call Plans and Daily Sales Call Reports to track activity and results.
• Conduct client calls, sales presentations, and other sales activities to acquire new business.
• Perform KYC, CDD/EDD procedures according to client risk profiles and ensure compliance.

Skills

Self-driven

Interpersonal skills

Communication skills

Education

Bachelor’s/College Degree

Job description

Manulife Financial Corporation seeks a Financial Sales Associate to provide life insurance and wealth management solutions to bank clients, coordinating with branch, sales and service teams to deliver innovative product solutions. The role emphasizes achieving sales targets, building long-term client relationships, and maintaining compliant, high-quality service.

The ideal candidate will have a Bachelor’s degree and relevant sales experience in bancassurance or banking, with strong