Banking Life Insurance & Wealth Solutions Advisor

manulife; Cavite City; On-site; PHP 220,000 - 360,000; Full time

Job summary

Manulife Financial Corporation seeks a Financial Sales Associate to deliver life insurance and wealth management solutions to bank clients. The role collaborates with branch sales and service teams to drive protection, savings, and investment needs while maintaining strong client relationships.

The position emphasizes lead generation, meetings, and presentations; compliance with Know-Your-Customer, due diligence, and HR requirements is essential.

Qualifications

• Candidate must possess at least a Bachelor's/College Degree.
• Experience in bancassurance sales is highly preferred, but other sales or customer service backgrounds are welcome.

Responsibilities

• Provide life insurance and wealth management solutions to clients.
• Work with branch sales and service teams to offer innovative product solutions.
• Build and maintain long-term client relationships with excellent service.

Skills

Sales

Bancassurance

Customer Service

KYC/CDD/EDD

Lead Generation

Education

Bachelor's/College Degree

Job description

Manulife Financial Corporation seeks a Financial Sales Associate to deliver life insurance and wealth management solutions to bank clients. The role collaborates with branch sales and service teams to drive protection, savings, and investment needs while maintaining strong client relationships.

The position emphasizes lead generation, meetings, and presentations; compliance with Know-Your-Customer, due diligence, and HR requirements is essential.