Bancassurance Life Insurance & Wealth Advisor

Manulife; Tacloban; On-site; PHP 360,000 - 600,000; Full time

Job summary

Manulife Financial Corporation seeks a Financial Sales Associate to provide life insurance and wealth management solutions to bank clients in coordination with branch teams. The role emphasizes independent drive, client-focused service, and achievement of sales targets.

Responsibilities include lead generation, client presentations, and cross-selling MCBL products while maintaining compliant practices and timely reporting.

Qualifications

• Bachelor’s/College degree required.
• Experience in bancassurance sales preferred but other sales/customer service experience is acceptable.

Responsibilities

• Provide life insurance and wealth solutions to clients.
• Collaborate with branch sales and service teams to address protection and long-term savings needs.
• Develop and execute sales plans; conduct client calls and presentations.
• Generate new accounts and deepen existing relationships for profitability.

Skills

Bancassurance sales

Customer service

Interpersonal skills

Sales planning

Education

Bachelor’s/College degree

Tools

Workday

Job description

Manulife Financial Corporation seeks a Financial Sales Associate to provide life insurance and wealth management solutions to bank clients in coordination with branch teams. The role emphasizes independent drive, client-focused service, and achievement of sales targets.

Responsibilities include lead generation, client presentations, and cross-selling MCBL products while maintaining compliant practices and timely reporting.