Financial Sales Advisor

Manulife Philippines; Quezon City; Ibrido; PHP 89.000 - 134.000; Part-time

Descrizione del lavoro

Manulife Philippines is seeking a part-time Financial Sales Advisor in Quezon City with a hybrid work setup, combining on-site client meetings and office collaboration with some work-from-home flexibility.

In this role, you will engage clients, conduct needs analyses, and recommend insurance, investment, and retirement products while presenting plans and supporting informed decisions. Daily activities include portfolio building, proposal prep, and timely follow-ups with regulatory adherence.

Competenze

• Strong skills in financial planning and financial advisory to assess client needs and develop appropriate solutions.
• Knowledge of finance and investments to explain products, market concepts, and risk-return considerations.
• Expertise in retirement planning to design long-term strategies aligned with clients' goals.
• Effective communication, presentation, and interpersonal skills to build trust with clients.
• Sales and customer service abilities including prospecting, relationship management and follow-through.

Mansioni

• Engage prospective and existing clients, conduct needs analyses, and recommend suitable financial solutions.
• Present financial plans and explain product features and benefits to clients.
• Prepare proposals and follow up on leads to build a client portfolio.
• Maintain accurate documentation and ensure regulatory and company compliance.
• Attend training sessions and stay updated on market trends and Manulife offerings.
• Collaborate with team members to achieve sales and service goals.

Conoscenze

Financial Planning

Financial Advisory

Finance & Investments

Retirement Planning

Communication Skills

Sales & Customer Service

Relationship Management

Prospecting

Formazione

Bachelor's degree in business/finance/economics

Strumenti

MS Office

Descrizione del lavoro

Company Description

Manulife Financial Corporation is a leading international financial services provider headquartered in Toronto, Canada, operating as Manulife across Canada and Asia and primarily as John Hancock in the United States. The company offers financial advice, insurance, health solutions, and global wealth and asset management services to individuals, institutions, and retirement plan members. With more than 37,000 employees, over 106,000 agents, and thousands of distribution partners, Manulife serves over 37 million customers in 25 markets worldwide. Manulife trades on the Toronto, New York, Philippine, and Hong Kong stock exchanges, reflecting its strong global presence and stability. Not all offerings are available in all jurisdictions, and applicants can learn more about the company at manulife.com.

Role Description

The Financial Sales Advisor role at Manulife Philippines is a part-time position based in Quezon City with a hybrid work arrangement, combining on-site client meetings and office collaboration with some work-from-home flexibility. In this role, the advisor engages prospective and existing clients, conducts needs analysis, and recommends suitable financial solutions, including insurance, investment, and retirement products. The advisor is responsible for presenting financial plans, explaining product features and benefits, and supporting clients in making informed financial decisions. Daily activities include building and maintaining a client portfolio, preparing proposals, following up on leads, and ensuring accurate documentation and compliance with regulatory and company standards. The role also involves attending training sessions, staying updated on market trends and Manulife offerings, and collaborating with team members to achieve sales and service goals.

Qualifications

• Candidates should possess strong skills in Financial Planning and Financial Advisory to assess client needs and develop appropriate solutions.
• Candidates should possess solid knowledge of Finance and Investments to explain products, market concepts, and risk-return considerations.
• Candidates should possess expertise in Retirement Planning to design long-term strategies aligned with clients’ retirement goals.
• Candidates should possess effective communication, presentation, and interpersonal skills to build trust and maintain client relationships.
• Candidates should possess sales and customer service abilities, including prospecting, relationship management, and follow-through on commitments.
• Relevant experience in financial services, insurance, or banking is beneficial; professional certifications in finance or related fields are an advantage.
• A bachelor’s degree in business, finance, economics, or a related discipline is preferred, along with proficiency in basic office and digital tools.
• Candidates should possess strong ethical standards, attention to detail, and the ability to work independently within a hybrid work environment in Quezon City.