Life Insurance & Wealth Advisor – Bancassurance

Manulife; Roxas; On-site; PHP 300,000 - 540,000; Full time

Job summary

Manulife Financial Corporation is seeking a Financial Sales Associate to provide life insurance and wealth management solutions to bank clients, collaborating closely with the branch and service teams to address client needs and drive growth.

The role emphasizes proactive lead generation, client relationship development, and adherence to regulatory and compliance requirements, with opportunities to advance within the bancassurance network.

Qualifications

• Bachelor’s/College degree required.
• Bancassurance sales experience preferred.
• Sales and customer service experience from related industries encouraged.
• Must be self-driven with strong interpersonal and communication skills.

Responsibilities

• Provide life insurance and wealth management solutions to bank clients.
• Work with branch sales and service teams to address clients' needs.
• Generate leads, convert them, and maintain accounts to grow profitability.
• Conduct client calls, presentations, and management reports.
• Ensure KYC, CDD/EDD compliance and timely documentation.

Skills

Self-motivation

Interpersonal skills

Communication skills

Sales experience

Education

Bachelor’s/College degree

Job description

Manulife Financial Corporation is seeking a Financial Sales Associate to provide life insurance and wealth management solutions to bank clients, collaborating closely with the branch and service teams to address client needs and drive growth.

The role emphasizes proactive lead generation, client relationship development, and adherence to regulatory and compliance requirements, with opportunities to advance within the bancassurance network.