Life Insurance & Wealth Solutions Sales Associate

Manulife; General Santos; On-site; PHP 391,000 - 614,000; Full time

Job summary

Manulife is seeking a Financial Sales Associate to provide life insurance and wealth management solutions to clients within the branch network. The role involves working closely with branch sales and service teams to deliver innovative product solutions that meet clients’ protection, long-term savings, and investment needs.

Key duties include maintaining strong client relationships, achieving sales targets, and handling lead generation, account maintenance, and cross-selling of Manulife Bank

Qualifications

• Bachelor’s/College degree required.
• Experience in bancassurance sales preferred.
• Strong interpersonal and communication skills.
• Self-driven and motivated to meet sales targets.

Responsibilities

• Provide life insurance and wealth management solutions to clients.
• Work with branch and service teams to address protection and savings needs.
• Develop and maintain client relationships and meet sales targets.
• Prepare monthly sales plans and daily activity reports.
• Conduct client calls, presentations, and market research.
• Perform Know-Your-Customer (KYC) procedures and ensure compliance.
• Assist with referrals and cross-selling of products.

Skills

Sales experience

Customer service

Interpersonal skills

Communication skills

Education

Bachelor's/College degree

Job description

Manulife is seeking a Financial Sales Associate to provide life insurance and wealth management solutions to clients within the branch network. The role involves working closely with branch sales and service teams to deliver innovative product solutions that meet clients’ protection, long-term savings, and investment needs.

Key duties include maintaining strong client relationships, achieving sales targets, and handling lead generation, account maintenance, and cross-selling of Manulife Bank