Life Insurance & Wealth Advisor – Bancassurance

Manulife; Pampanga; Vor Ort; PHP 250.000 - 450.000; Vollzeit

Zusammenfassung

Manulife Financial Corporation seeks a Financial Sales Associate to provide life insurance and wealth management solutions to bank clients. You will work with branch teams to deliver innovative product solutions, build long-term client relationships, and assist in achieving sales targets through proactive outreach and strong customer service.

The role involves conducting client calls, presentations, and market activities, ensuring proper documentation, and staying compliant with company policies

Qualifikationen

• Bachelor’s/College Degree required.
• Bancassurance sales experience preferred, but other sales/customer service backgrounds are welcome.

Aufgaben

• Provide life insurance and wealth management solutions to clients.
• Collaborate with branch sales and service teams to address protection and long-term savings needs.
• Maintain strong client relationships through excellent service and timely follow-ups.
• Support sales goals through lead generation, calls, presentations, and reporting.
• Generate new accounts, deepen existing relationships, and manage client portfolios.

Kenntnisse

Bancassurance sales

Sales experience

Interpersonal skills

Customer service

Ausbildung

Bachelor’s/College Degree

Jobbeschreibung

Manulife Financial Corporation seeks a Financial Sales Associate to provide life insurance and wealth management solutions to bank clients. You will work with branch teams to deliver innovative product solutions, build long-term client relationships, and assist in achieving sales targets through proactive outreach and strong customer service.

The role involves conducting client calls, presentations, and market activities, ensuring proper documentation, and staying compliant with company policies