Financial Sales Associate

Manulife Financial; Mandaluyong; On-site; PHP 240,000 - 420,000; Full time

Job summary

Manulife Financial in the Philippines is seeking a Financial Sales Associate to provide life insurance and wealth solutions to bank clients. You will collaborate with branch sales and service teams to tailor product offerings and build long‑term relationships.

Responsibilities include planning monthly sales calls, conducting presentations, generating new accounts, ensuring KYC/CDD, and meeting sales targets while maintaining high service quality.

Qualifications

• Bachelor's/College degree required.
• Bancassurance sales experience preferred, or sales/customer service experience in related industries.
• Self-driven with good interpersonal and communication skills.

Responsibilities

• Provide life insurance and wealth solutions to bank clients.
• Coordinate with branch sales and service teams to tailor product offerings.
• Build long-term relationships through excellent service.
• Assist in achieving sales goals including lead generation and cross-selling.
• Prepare sales plans, conduct client calls, and give presentations.
• Perform KYC/CDD reviews as required.
• Ensure proper documentary requirements and client data records.

Skills

Financial sales

Customer service

Interpersonal skills

Self-driven

Communication skills

Education

Bachelor's/College degree

Job description

The Financial Sales Associate is responsible for providing life insurance solutions to bank’s clients. He/he will work in coordination with branch. Sales and service teams, thus we are looking for a dynamic individual, who has an independent mindset and the drive to succeed.

Position Responsibilities:

• The Financial Sales Associate is responsible for providing life insurance and wealth management solutions to China Bank's clients.

• Work closely with branch sales and service teams to provide innovative product solutions to address clients' protection, long-term savings and investment needs.

• Strengthen the long-term relationships with clients by providing excellent customer service

• Assists the Business Center in achieving sales goals and targets, including lead generation, lead conversion, account acquisition, account maintenance, repeat business, deepening and cross-selling of MCBL products.

• Prepares Monthly Sales Call Plans and Daily Sales Call Report to ensure that action plans, sales call results, client data, and other key information are properly recorded, reviewed and acted on. Regularly reviews and adjusts plans with the Area and Branch Manager. Conducts client calls, sales presentations, and other sales activities. Prepares other reports required by Management.

• Generates new account relationships, deepens and broadens existing relationships, and performs account handling and maintenance tasks to improve account profitability and expand business.

• Maintains cordial working relations with clients by ensuring the timely and expeditious handling of clients’ financial needs and requirements.

• Prepares and ensure availability of documentary requirements.

• Conducts market/competitor shopping, client mapping, telesales, sales calls, and on-site product presentations for new business acquisitions, sometimes jointly with the Branch Manager.

• Promotes & facilitates referrals of MCBL products and services to existing and prospective clients.

• Conducts proper Know-Your-Customer (KYC) procedures and Customer Due Diligence (CDD) / Enhanced Due Diligence (EDD), depending on client’s risk profile.

• Ensures daily email communications are checked and attended to.

• Attends meetings, trainings, conferences and related learning activities as required by immediate head and/or management.

• Compliance to all HR System (Workday Employee Self Service) requirements and other HR deliverables within deadline provided.

• Ensure 100% completion of compliance trainings mandated by the company within deadline provided. Strict adherence to all customer protection, privacy, data handling and other compliance, policy and regulatory requirements of the company. Compliance training includes Product Trainings, Product Orientation, promo cascades, and related activities geared toward product knowledge.

• Conducts policy review to provide quality customer experience through updates and financial advice to clients to be able to upsell, resell, cross-sell, and/or generate leads. Policy reviews and after sales service is an important job deliverable and customer requirement that leads to more business from clients, referrals from engaged clients and more referrals from the Bank’s Branch Managers and staff. It is an integral part of MCBL’s commitment to the Bank’s customers as well as MCBL’s customers.

• Conduct post sales service to all clients and real-time escalation of complaints to concerned units.

• Facilitate collection via ADA, over-the-counter or cheque payments.

• Conduct regular leads planning with BM to be able to generate quality sales leads.

• Other relevant task/s that may be assigned from time to time.

Required Qualifications:

• Candidate must possess at least a Bachelor’s/College Degree

• Work experience in bancassurance sales is highly preferred for this position but those with sales and customer service experience gained from banking, transport, pharmaceutical, FMCG, hospitality and IT industries are also encouraged to apply.

Preferred Qualifications:

• Must be self-driven and highly motivated

• Personable, with good interpersonal and communication skills

When you join our team:

• We’ll empower you to learn and grow the career you want.

• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.

• As part of our global team, we’ll support you in shaping the future you want to see

マニュライフとジョン・ハンコックについて

マニュライフ・ファイナンシャル・コーポレーションは、「あなたの未来に、わかりやすさを」を提供する、国際的な大手金融サービスプロバイダーです。当社について詳しくは、 https://www.manulife.co.jp/lをご覧ください。

マニュライフは機会均等を是とする雇用主です

マニュライフ/ジョン・ハンコックでは、多様性を受け入れます。私たちは、サービス提供先であるお客さまと同様に、多様な人材を引きつけ、育成し、定着させ、文化や個人の力を受け入れる包括的な職場環境を促進するよう努めています。当社は公正な採用、定着、昇進、報酬に努めています。当社のすべての慣行およびプログラムは、人種、祖先、出身地、肌の色、民族的出自、市民権、宗教または宗教的信念、信条、性別（妊娠および妊娠関連の状態を含む）、性的指向、遺伝的特徴、退役軍人としての地位、性自認、性に関する表明、年齢、婚姻状況、家族状況、障害、または適用法で保護されるその他の要因に対する一切の差別を行うことなく管理されます。

雇用への平等なアクセスを提供するために、障壁を取り除くことが当社の優先事項です。人事担当者は、応募者が応募プロセス中に合理的配慮を要求する場合に協力します。配慮要求のプロセス中に共有されるすべての情報は、適用される法律およびマニュライフ/ジョン・ハンコックのポリシーに準拠した方法で保存および使用されます。申請プロセスにおいて合理的配慮を要求するには、 [e-mail]までご連絡をお願いします。

Working Arrangement

オフィス勤務