Financial Sales Associate Davao

Financial Sales Associate Davao – Manulife The Financial Sales Associate is responsible for providing life insurance and wealth management solutions to China Bank’s clients. The role involves coordinating with branch sales and service teams to develop innovative product solutions that address clients’ protection, long-term savings and investment needs, and to strengthen long‑term relationships with exceptional customer service. Position Responsibilities Provide life insurance and wealth management solutions to China Bank’s clients. Work closely with branch sales and service teams to deliver innovative product solutions for 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, reviews and adjusts plans with the Area and Branch Manager, conducts client calls, sales presentations and related sales activities. Generate new account relationships, deepen and broaden existing relationships, and perform account handling and maintenance tasks to improve profitability and expand business. Maintain cordial working relations with clients by ensuring timely and expeditious handling of clients’ financial needs and requirements. 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 & 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) based on client risk profile. Ensure daily email communications are checked and attended to. Attend meetings, trainings, conferences and related learning activities as required by the immediate head and/or management. Comply with all HR System (Workday Employee Self Service) requirements and other HR deliverables within deadlines. Ensure 100% completion of compliance trainings mandated by the company within deadlines; adhere strictly to all customer protection, privacy, data handling and other compliance, policy and regulatory requirements. Conduct policy reviews to provide quality customer experience through updates and financial advice that enables upsell, resell, cross‑sell or lead generation. 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 lead planning with the BM to generate quality sales leads. Perform other relevant tasks that may be assigned from time to time. Required Qualifications Bachelor’s/College Degree or higher. Experience in bancassurance sales preferred; sales and customer service experience from banking, transport, pharmaceutical, FMCG, hospitality, IT industries also welcomed. Preferred Qualifications 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. About Manulife and John Hancock Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit our story . Manulife is an Equal Opportunity Employer At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy‑related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact . Working Arrangement In‑office #J-18808-Ljbffr