Life Insurance & Wealth Solutions Specialist

Manulife Financial; San Jose; On-site; PHP 300,000 - 520,000; Full time

Job summary

Manulife Financial Corporation seeks a Financial Sales Associate to provide life insurance and wealth solutions to clients through bank partnerships. You will collaborate with branch sales and service teams to address protection and long-term savings needs, while nurturing client relationships and achieving sales targets.

The role requires self-motivation, strong communication and a customer-focused approach.

Qualifications

• Bachelor's/College Degree required.
• Experience in bancassurance sales preferred or sales in banking, finance, or related fields.
• Strong communication and customer service skills.

Responsibilities

• Provide life insurance and wealth management solutions to clients via bank partnerships.
• Collaborate with branch sales and service teams to address protection and long-term savings needs.
• Strengthen client relationships through excellent service and ongoing engagement.
• Achieve sales goals including lead generation, conversion, and cross-selling of products.
• Prepare and present sales calls, plans, and reports to management.
• Generate new accounts and deepen existing relationships for profitability.
• Conduct KYC, CDD, and compliance with privacy and regulatory requirements.

Skills

Self-driven

Interpersonal communication

Sales mindset

Education

Bachelor’s/College Degree

Job description

Manulife Financial Corporation seeks a Financial Sales Associate to provide life insurance and wealth solutions to clients through bank partnerships. You will collaborate with branch sales and service teams to address protection and long-term savings needs, while nurturing client relationships and achieving sales targets.

The role requires self-motivation, strong communication and a customer-focused approach.