Life Insurance & Wealth Advisor — Branch Growth

Manulife; Ozamiz; On-site; PHP 223,000 - 502,000; Full time

Job summary

Manulife is seeking a Financial Sales Associate to deliver life insurance and wealth management solutions to China Bank clients. You will work closely with branch teams to address client needs and drive sales, providing excellent customer service.

The role suits candidates with a Bachelor’s degree who are self-driven, proactive, and customer-focused. You will handle lead generation, KYC, and compliance while pursuing cross-selling opportunities.

Qualifications

• Bachelor’s/College degree required for the role.
• Experience in bancassurance sales preferred; versatile industry experience ok.
• Strong customer service and sales aptitude with banking exposure encouraged.

Responsibilities

• Provide life insurance and wealth management solutions to China Bank clients.
• Collaborate with branch sales and service teams to address client needs.
• Drive sales goals, generate leads, convert opportunities, and cross-sell products.
• Prepare monthly sales call plans and daily reports; present to management.
• Maintain client relationships and ensure timely handling of financial needs.
• Conduct KYC/CDD/EDD as per client risk profile and ensure compliance.

Skills

Self-driven

Interpersonal skills

Communication skills

Education

Bachelor’s/College Degree

Job description

Manulife is seeking a Financial Sales Associate to deliver life insurance and wealth management solutions to China Bank clients. You will work closely with branch teams to address client needs and drive sales, providing excellent customer service.

The role suits candidates with a Bachelor’s degree who are self-driven, proactive, and customer-focused. You will handle lead generation, KYC, and compliance while pursuing cross-selling opportunities.