Financial Sales Associate

12 hours ago

Bacolod City, Western Visayas, Philippines Manulife Financial Full time
The Financial Sales Associate is responsible for providing life insurance solutions to the bank's clients. He/she will work in coordination with the branch, sales, and service teams. We are looking for a dynamic individual with an independent mindset and a drive to succeed.

Position Responsibilities:

  • Provide life insurance and wealth management solutions to clients.
  • Collaborate closely with branch sales and service teams to offer innovative products that meet clients' protection, savings, and investment needs.
  • Build and maintain long-term client relationships through excellent customer service.
  • Assist the Business Center in achieving sales targets, including lead generation, conversion, account acquisition, maintenance, and cross-selling of products.
  • Prepare Monthly Sales Call Plans and Daily Sales Call Reports; review and adjust plans with managers; conduct client calls and presentations.
  • Generate new accounts, deepen existing relationships, and handle account management to improve profitability.
  • Maintain good relations with clients by promptly addressing their financial needs.
  • Prepare necessary documentation for clients.
  • Conduct market research, client mapping, telesales, and on-site presentations, sometimes jointly with the Branch Manager.
  • Promote referrals of products and services to clients.
  • Perform KYC, CDD, and EDD procedures according to client risk profiles.
  • Check and respond to daily email communications.
  • Attend meetings, trainings, and conferences as required.
  • Comply with HR system requirements and complete all mandated trainings on time, adhering to all regulatory and company policies.
  • Conduct policy reviews and provide financial advice to enhance customer experience and generate leads.
  • Provide post-sales service and escalate complaints appropriately.
  • Facilitate collections through various payment methods.
  • Plan leads regularly with the Branch Manager to generate quality sales opportunities.
  • Perform other relevant tasks as assigned.

Required Qualifications:

  • Bachelor's degree or higher.
  • Experience in bancassurance sales is preferred, but candidates with sales and customer service experience in banking, transport, pharmaceuticals, FMCG, hospitality, or IT industries are encouraged to apply.

Preferred Qualifications:

  • Self-driven and highly motivated.
  • Good interpersonal and communication skills.

Joining Our Team:

  • Opportunities to learn and grow your career.
  • A flexible, inclusive environment that supports well-being.
  • Support from a global team to shape your future.

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