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Financial Sales Associate

1 month ago

Manila, National Capital Region, Philippines Manulife Financial Full time
The opportunity

The Financial Sales Associate is responsible for providing life insurance solutions to bank's clients. He/she 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.

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 relationships with clients by providing 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 that action plans, sales call results, client data, and other key information are properly recorded, reviewed, and acted on. Regularly 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 and broaden existing relationships, and perform account handling and maintenance tasks to improve account profitability and expand business.
  • Maintain cordial working relations with clients by ensuring the 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 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), depending on client's 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.
  • Compliance with all HR System (Workday Employee Self Service) requirements and other HR deliverables within the deadline provided.
  • Ensure 100% completion of compliance trainings mandated by the company within the 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.
  • Conduct policy reviews 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 generate quality sales leads.
  • Other relevant tasks that may be assigned from time to time.

How will you create impact?
The role will directly report to an Area Manager and will work closely with branch sales and service teams.

What motivates you?

  • You obsess about customers, listen, engage, and act for their benefit.
  • You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.
  • You thrive in teams and enjoy getting things done together.
  • You take ownership and build solutions, focusing on what matters.
  • You do what is right, work with integrity, and speak up.
  • You share your humanity, helping us build a diverse and inclusive work environment for everyone.

What we are looking for

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

What can we offer you?

  • A competitive salary and benefits packages.
  • A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.
  • A focus on growing your career path with us.
  • Flexible work policies and strong work-life balance.
  • Professional development and leadership opportunities.

Our commitment to you

  • Values-first culture: We lead with our Values every day and bring them to life together.
  • Boundless opportunity: We create opportunities to learn and grow at every stage of your career.
  • Continuous innovation: We invite you to help redefine the future of financial services.
  • Delivering the promise of Diversity, Equity, and Inclusion: We foster an inclusive workplace where everyone thrives.
  • Championing Corporate Citizenship: We build a business that benefits all stakeholders and has a positive social and environmental impact.

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 https://www.manulife.com/en/about/our-story.html.

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 recruitment@manulife.com.

Working Arrangement

In Office


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