Life Insurance & Wealth Solutions Specialist

Manulife; Antipolo; On-site; PHP 300,000 - 600,000; Full time

Job summary

Manulife Financial Corporation is seeking a Financial Sales Associate to provide life insurance and wealth management solutions to clients of the bank. You will work with branch sales and service teams to deliver tailored product solutions, while building long-term client relationships and driving sales targets.

You will participate in planning, reporting, and client outreach activities, and ensure compliance with KYC/CDD/EDD procedures, with a focus on quality service and growth across the

Qualifications

• Bachelor’s/College Degree required.
• Experience in bancassurance sales or banking sales is preferred.
• Excellent communication and client relationship skills.

Responsibilities

• Provide life insurance and wealth management solutions to clients.
• Collaborate with branch sales and service teams to address protection and savings needs.
• Develop and maintain client relationships to grow accounts and revenue.
• Prepare and present calls, plans and reports to management.
• Identify new business opportunities and referrals to expand the book of clients.
• Ensure compliance with KYC/CDD/EDD procedures and internal policies.
• Conduct market research and product presentations to prospective clients.

Skills

Self-driven

Interpersonal skills

Communication skills

Sales experience

Customer service

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 clients of the bank. You will work with branch sales and service teams to deliver tailored product solutions, while building long-term client relationships and driving sales targets.

You will participate in planning, reporting, and client outreach activities, and ensure compliance with KYC/CDD/EDD procedures, with a focus on quality service and growth across the