Financial Sales Associate

Overview

Financial Sales Associate (Binondo) at Manulife Manila, National Capital Region, Philippines. The role provides life insurance solutions to the bank’s clients and works in coordination with branch, sales and service teams. The candidate should be dynamic, independent, and driven to succeed.

Responsibilities

• The Financial Sales Associate is responsible for providing life insurance and wealth management solutions to China Bank's clients.
• Work closely with branch sales and service teams to provide innovative product solutions to address clients' protection, long-term savings and investment needs.
• Strengthen long-term client relationships through excellent customer service.
• Assist the Business Center in achieving sales goals and targets, including lead generation, lead conversion, account acquisition, account maintenance, repeat business, deepening and cross-selling of MCBL products.
• Prepare Monthly Sales Call Plans and Daily Sales Call Reports to ensure action plans, sales call results, client data, and other key information are recorded, reviewed and acted on. Review and adjust plans with the Area and Branch Manager. Conduct client calls, sales presentations, and other sales activities. Prepare other reports required by Management.
• Generate new account relationships, deepen existing relationships, and perform account handling and maintenance to improve account profitability and expand business.
• Maintain cordial relations with clients by addressing their financial needs in a timely and efficient manner.
• Prepare and ensure availability of documentary requirements.
• Conduct market/competitor shopping, client mapping, telesales, sales calls, and on-site product presentations for new business acquisitions, sometimes jointly with the Branch Manager.
• Promote and facilitate referrals of MCBL products and services to existing and prospective clients.
• Conduct proper Know-Your-Customer (KYC) procedures and Customer Due Diligence (CDD)/Enhanced Due Diligence (EDD) per client risk profile.
• Ensure daily email communications are checked and attended to.
• Attend meetings, trainings, conferences and related learning activities as required by immediate head and/or management.
• Comply with HR System (Workday Employee Self Service) requirements and other HR deliverables within deadlines.
• Complete all compliance trainings mandated by the company within deadlines. Adhere to customer protection, privacy, data handling and other regulatory requirements. Training includes product trainings and related activities to enhance product knowledge.
• Conduct policy reviews to provide quality customer experience through updates and financial advice to clients to upsell, resell, cross-sell, and generate leads. Policy reviews and after-sales service are important deliverables that lead to more business and referrals.
• Conduct post-sales service and real-time escalation of complaints to concerned units.
• Facilitate collection via ADA, over-the-counter or cheque payments.
• Plan regular leads with Branch Manager to generate quality sales leads.
• Other relevant tasks as assigned.

Required Qualifications

• Candidate must possess at least a Bachelor’s/College Degree.
• Work experience in bancassurance sales is highly preferred; those with sales and customer service experience from banking, transport, pharmaceutical, FMCG, hospitality and IT industries are encouraged to apply.

Preferred Qualifications

• Must be self-driven and highly motivated.
• Personable with good interpersonal and communication skills.

When You Join Our Team

• We’ll empower you to learn and grow the career you want.
• We’ll recognize and support you in a flexible environment where well-being and inclusion are valued.
• As part of our global team, we’ll support you in shaping the future you want to see.

About Manulife

Manulife Financial Corporation is a leading international financial services provider. To learn more about us, visit

Equal Opportunity Employer

Manulife is an Equal Opportunity Employer. We embrace diversity and strive to attract, develop and retain a workforce that reflects the customers we serve. We are committed to fair recruitment, retention, advancement and compensation, without discrimination on grounds protected by applicable law. A Human Resources representative will assist applicants requesting reasonable accommodation during the application process. To request accommodation, contact

Working Arrangement

In Office

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Industries
• Insurance

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