Life Insurance & Wealth Solutions Specialist

Manulife group; Parañaque; On-site; PHP 357,000 - 580,000; Full time

Job summary

Manulife Financial Corporation is recruiting a Financial Sales Associate to deliver life insurance and wealth management solutions to China Bank's clients, working in coordination with branch sales and service teams in an in-office setting.

The role emphasizes building long-term client relationships, meeting sales targets, and ensuring compliant Know-Your-Customer processes. Candidates with bancassurance or relevant sales experience are encouraged to apply for this impactful position.

Qualifications

• Bachelor’s/College degree required.
• Bancassurance sales experience preferred; candidates from banking, pharma, FMCG, hospitality or IT industries are encouraged.

Responsibilities

• Provide life insurance and wealth management solutions to clients.
• Collaborate with branch sales and service teams to address protection, savings and investment needs.
• Develop and maintain long-term client relationships with strong customer service.
• Assist in achieving sales goals through lead generation, conversion, and cross-selling of MCBL products.
• Prepare monthly sales call plans and daily reports; conduct client calls and presentations.
• Ensure KYC, due diligence and compliance with regulatory requirements.

Skills

Self-motivation

Interpersonal skills

Communication skills

Sales experience

Education

Bachelor’s/College degree

Job description

Manulife Financial Corporation is recruiting a Financial Sales Associate to deliver life insurance and wealth management solutions to China Bank's clients, working in coordination with branch sales and service teams in an in-office setting.

The role emphasizes building long-term client relationships, meeting sales targets, and ensuring compliant Know-Your-Customer processes. Candidates with bancassurance or relevant sales experience are encouraged to apply for this impactful position.