Life Insurance & Wealth Solutions Specialist

Manulife; Zamboanga del Sur; Presencial; PHP 400 000 - 700 000; Tempo integral

Resumo da oferta

Manulife is seeking a Financial Sales Associate to provide life insurance and wealth management solutions to clients of the bank. The role requires close coordination with branch, sales, and service teams to address clients’ protection, long-term savings, and investment needs.

The position emphasizes building long-term client relationships, meeting sales targets, and maintaining accurate records of plans, calls, and outcomes.

Qualificações

• Bachelor’s/College Degree required.
• Sales and customer service experience in banking, bancassurance, or related sectors preferred.
• Must be self-driven with strong interpersonal and communication skills.

Responsabilidades

• Provide life insurance and wealth management solutions to clients.
• Collaborate with branch, sales and service teams to address protection and long-term savings needs.
• Build and maintain client relationships with excellent service and follow-up.
• Prepare sales plans and reports to track activity and results.
• Generate new accounts, deepen existing relationships, and cross-sell products.
• Conduct market and curbside calls, client mappings, and product presentations for new business.

Conhecimentos

Self-motivation

Interpersonal skills

Communication skills

Customer service orientation

Formação académica

Bachelor’s/College Degree

Descrição da oferta de emprego

Manulife is seeking a Financial Sales Associate to provide life insurance and wealth management solutions to clients of the bank. The role requires close coordination with branch, sales, and service teams to address clients’ protection, long-term savings, and investment needs.

The position emphasizes building long-term client relationships, meeting sales targets, and maintaining accurate records of plans, calls, and outcomes.