Life Insurance & Wealth Solutions Advisor

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

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.