Life & Wealth Bancassurance Specialist

Manulife; Catbalogan; On-site; PHP 420,000 - 640,000; Full time

Job summary

Manulife Group in the Philippines is seeking a Financial Sales Associate to provide life insurance and wealth management solutions to clients, collaborating with branch sales teams to deliver tailored protection, long-term savings and investment products.

You will conduct client calls, sales presentations and market activities, build long-term relationships with customers, perform KYC/CDD/EDD, and strive to hit sales targets while maintaining compliant, high-quality service in an in-office

Qualifications

• Bachelor’s/College degree required.
• Bancassurance sales experience preferred; sales or customer service experience in banking, pharma, FMCG, hospitality or IT acceptable.

Responsibilities

• Provide life insurance and wealth management solutions to clients.
• Collaborate with branch sales and service teams to tailor product solutions.
• Strengthen client relationships through excellent service.
• Assist in achieving sales goals including lead generation and conversions.
• Prepare and review sales plans and reports; conduct client calls and presentations.

Skills

Self-driven

Interpersonal skills

Communication skills

Education

Bachelor's/College Degree

Job description

Manulife Group in the Philippines is seeking a Financial Sales Associate to provide life insurance and wealth management solutions to clients, collaborating with branch sales teams to deliver tailored protection, long-term savings and investment products.

You will conduct client calls, sales presentations and market activities, build long-term relationships with customers, perform KYC/CDD/EDD, and strive to hit sales targets while maintaining compliant, high-quality service in an in-office