Life & Wealth Advisor — Bancassurance

Manulife group

Legazpi

On-site

PHP 360,000 - 520,000

Full time

8 days ago

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Job summary

Manulife Financial Corporation is seeking a Financial Sales Associate to provide life insurance and wealth management solutions to China Bank's clients. The role involves collaborating with branch sales and service teams to deliver innovative products addressing protection, savings, and investment needs, while strengthening client relationships through exceptional service.

The successful candidate will drive lead generation, conduct client calls and presentations, and ensure proper

Qualifications

Bachelor’s/College degree required.
Preferred bancassurance sales experience; relevant sales/customer service backgrounds accepted.

Responsibilities

Provide life insurance and wealth management solutions to clients in coordination with branch sales/service teams.
Build long-term client relationships through excellent service and proactive account management.
Assist in achieving sales targets through lead generation, lead conversion, and cross-selling of products.
Prepare and review sales plans and reports; conduct client calls, presentations, and on-site product demonstrations.
Generate new accounts, deepen existing relationships, and ensure timely documentary requirements and compliance.
Conduct Know-Your-Customer (KYC) and due diligence per risk profile and maintain regular client communications.