Life Insurance & Wealth Solutions Specialist

Manulife Financial Corporation; Balanga; On-site; PHP 300,000 - 600,000; Full time

Job summary

Manulife Financial Corporation seeks a Financial Sales Associate to provide life insurance and wealth management solutions to bank clients in a dynamic, office-based environment. You will collaborate with branch, sales and service teams to address clients’ protection, savings and investment needs and to grow relationships.

The role involves lead generation, client calls, presentations, and ongoing compliance with HR and policy requirements, with opportunities for career growth within a global

Qualifications

• Bachelor’s/College Degree required.
• Experience in bancassurance sales is preferred; other sales/customer service backgrounds encouraged.

Responsibilities

• Provide life insurance and wealth management solutions to bank clients.
• Work with branch, sales and service teams to address protection, savings and investment needs.
• Develop relationships through excellent customer service and proactive client engagement.
• Assist in achieving sales goals through lead generation, calls and presentations.
• Prepare and review sales plans, reports and client data with management.
• Conduct market and client mapping, telesales and on-site product presentations.
• Promote referrals and perform Know-Your-Customer and due diligence as required.
• Ensure compliance with training, data handling and policy requirements.

Skills

Bancassurance sales

Sales experience

Interpersonal skills

Communication skills

Education

Bachelor’s/College Degree

Job description

Manulife Financial Corporation seeks a Financial Sales Associate to provide life insurance and wealth management solutions to bank clients in a dynamic, office-based environment. You will collaborate with branch, sales and service teams to address clients’ protection, savings and investment needs and to grow relationships.

The role involves lead generation, client calls, presentations, and ongoing compliance with HR and policy requirements, with opportunities for career growth within a global