Financial Sales Associate

***Nous utilisons des* *pour fournir des statistiques qui nous aident à vous offrir la meilleure expérience sur note site. Vous y trouverez des renseignements sur les témoins, ou vous pouvez les désactiver si vous préférez. Toutefois, en continuant d’utiliser le site sans modifier les paramètres, vous consentez à notre utilisation de***Financial Sales Associate - CDO SM Uptown page is loaded## Financial Sales Associate - CDO SM Uptownlocations: Cagayan De Oro City, Cagayantime type: Temps pleinposted on: Publié aujourd'huitime left to apply: Date de fin : 30 septembre 2025 (Il reste 12 jours pour postuler)job requisition id: JR The Financial Sales Associate is responsible for providing life insurance solutions to bank’s clients. He/he will work in coordination with branch. Sales and service teams, thus we are looking for a dynamic individual, who has an independent mindset and the drive to succeed.**Position 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 the long-term relationships with clients by providing excellent customer service* Assists 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.* Prepares Monthly Sales Call Plans and Daily Sales Call Report to ensure that action plans, sales call results, client data, and other key information are properly recorded, reviewed and acted on. Regularly reviews and adjusts plans with the Area and Branch Manager. Conducts client calls, sales presentations, and other sales activities. Prepares other reports required by Management.* Generates new account relationships, deepens and broadens existing relationships, and performs account handling and maintenance tasks to improve account profitability and expand business.* Maintains cordial working relations with clients by ensuring the timely and expeditious handling of clients’ financial needs and requirements.* Prepares and ensure availability of documentary requirements.* Conducts market/competitor shopping, client mapping, telesales, sales calls, and on-site product presentations for new business acquisitions, sometimes jointly with the Branch Manager.* Promotes & facilitates referrals of MCBL products and services to existing and prospective clients.* Conducts proper Know-Your-Customer (KYC) procedures and Customer Due Diligence (CDD) / Enhanced Due Diligence (EDD), depending on client’s risk profile.* Ensures daily email communications are checked and attended to.* Attends meetings, trainings, conferences and related learning activities as required by immediate head and/or management.* Compliance to all HR System (Workday Employee Self Service) requirements and other HR deliverables within deadline provided.* Ensure 100% completion of compliance trainings mandated by the company within deadline provided. Strict adherence to all customer protection, privacy, data handling and other compliance, policy and regulatory requirements of the company. Compliance training includes Product Trainings, Product Orientation, promo cascades, and related activities geared toward product knowledge.* Conducts policy review to provide quality customer experience through updates and financial advice to clients to be able to upsell, resell, cross-sell, and/or generate leads. Policy reviews and after sales service is an important job deliverable and customer requirement that leads to more business from clients, referrals from engaged clients and more referrals from the Bank’s Branch Managers and staff. It is an integral part of MCBL’s commitment to the Bank’s customers as well as MCBL’s customers.* Conduct post sales service to all clients and real-time escalation of complaints to concerned units.* Facilitate collection via ADA, over-the-counter or cheque payments.* Conduct regular leads planning with BM to be able to generate quality sales leads.* Other relevant task/s that may be assigned from time to time.**Required Qualifications:*** Candidate must possess at least a Bachelor’s/College Degree* Work experience in bancassurance sales is highly preferred for this position but those with sales and customer service experience gained from banking, transport, pharmaceutical, FMCG, hospitality and IT industries are also 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 more than just words.* As part of our global team, we’ll support you in shaping the future you want to see**À propos de Manuvie et de John Hancock**La Société Financière Manuvie est un chef de file mondial des services financiers qui aide les gens à prendre leurs décisions plus facilement et à vivre mieux. Pour en apprendre plus à notre sujet, rendez vous à l’adresse .**Manuvie est un employeur qui souscrit au principe de l’égalité d’accès à l’emploi**Chez Manulife/John Hancock nous valorisons notre diversité. Nous nous efforçons d’attirer, de perfectionner et de maintenir une main d'oeuvre qui est aussi diversifiée que nos clients, et de favoriser la création d’un milieu de travail inclusif qui met à profit la diversité de nos employés et les compétences de chacun. Nous nous engageons à assurer un recrutement, une fidélisation, une promotion et une rémunération équitables, et nous administrons toutes nos pratiques et tous nos programmes sans discrimination en raison de la race, de l’ascendance, du lieu d’origine, de la couleur, de l’origine ethnique, de la citoyenneté, de la religion ou des croyances ou des convictions religieuses, du genre (y compris grossesse et affection liée à une grossesse), de l’orientation sexuelle, des caractéristiques génétiques, du statut d’ancien combattant, de l’identité de genre, de l’expression de genre, de l’âge, de l’état matrimonial, de la situation de famille, d’une invalidité ou de tout autre motif protégé par la loi applicable.Nous nous sommes donné comme priorité d’éliminer les obstacles à l’accès égalitaire à l’emploi. C’est pourquoi un représentant des Ressources humaines collaborera avec les candidats qui demandent accommodement raisonnable pendant le recrutement. Tous les renseignements communiqués pendant le processus de demande d'accommodement seront stockés et utilisés conformément aux lois et aux politiques applicables de Manuvie. Pour demander une mesure d’accommodement raisonnable dans le cadre du recrutement, écrivez à **Modalités de travail**Au bureau
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