Life Insurance & Wealth Solutions Advisor

Manulife Financial; Bacolod; On-site; PHP 200,000 - 320,000; Full time

Job summary

Manulife Financial is seeking a Financial Sales Associate to provide life insurance and wealth management solutions to clients of China Bank. The role involves coordinating with branch sales and service teams to address protection, savings, and investment needs.

The candidate will manage client relationships, generate leads, conduct sales calls, and ensure KYC/CDD/EDD compliance while achieving sales targets and maintaining responsive customer service.

Qualifications

• Bachelors/College Degree required.
• Banking sales experience preferred but not required.
• Strong communication and interpersonal skills.

Responsibilities

• Provide life insurance and wealth management solutions to clients.
• Collaborate with branch sales and service teams to achieve sales targets.
• Prepare monthly sales call plans and daily call reports.
• Generate new accounts, deepen existing relationships, and handle account maintenance.
• Ensure proper KYC/CDD/EDD procedures and maintain timely client communications.

Education

Bachelors/College Degree

Job description

Manulife Financial is seeking a Financial Sales Associate to provide life insurance and wealth management solutions to clients of China Bank. The role involves coordinating with branch sales and service teams to address protection, savings, and investment needs.

The candidate will manage client relationships, generate leads, conduct sales calls, and ensure KYC/CDD/EDD compliance while achieving sales targets and maintaining responsive customer service.