Bancassurance Life & Wealth Advisor

Manulife/John Hancock; Pampanga; On-site; PHP 350,000 - 420,000; Full time

Job summary

Manulife/John Hancock in the Philippines seeks a Financial Sales Associate to provide life insurance and wealth management solutions to clients through branch teams. You will engage customers, present products, and help meet sales targets while ensuring compliant Know-Your-Customer procedures.

You will prepare sales plans, handle inquiries, document activities, and build lasting relationships by delivering reliable financial advice and timely service.

Qualifications

• Experience in bancassurance or financial product sales.
• Strong customer service and interpersonal skills.
• Excellent communication and relationship-building abilities.

Responsibilities

• Provide life insurance and wealth management solutions to clients.
• Collaborate with branch sales and service teams to address client needs.
• Prepare monthly sales plans and daily call reports.
• Conduct client calls, sales presentations and product tastings.
• Ensure Know-Your-Customer (KYC) procedures and compliance.

Education

Bachelor’s/College Degree

Job description

Manulife/John Hancock in the Philippines seeks a Financial Sales Associate to provide life insurance and wealth management solutions to clients through branch teams. You will engage customers, present products, and help meet sales targets while ensuring compliant Know-Your-Customer procedures.

You will prepare sales plans, handle inquiries, document activities, and build lasting relationships by delivering reliable financial advice and timely service.