Financial Solutions Advisor
6 days ago
As a Financial Solutions Advisor at Manulife Ark Owl Branch, you will be responsible for generating new business and managing existing accounts.
About the RoleThis is a hybrid role with flexible hours in Makati. No prior experience is required, but a Bachelor's degree is preferred.
The ideal candidate will have a passion for helping clients find the best insurance products for their needs and an ability to build long-lasting relationships.
Main Responsibilities- Sales and Business Development
- Prospect and generate leads through various channels (cold calling, networking, referrals, and marketing campaigns).
- Identify customer needs and recommend appropriate insurance products (auto, home, life, health, etc.).
- Present quotes, explain coverage options, and guide clients in making informed decisions.
- Meet and exceed sales targets and performance goals.
- Client Relationship Management
- Develop and maintain long-term relationships with clients to foster loyalty and repeat business.
- Provide personalized insurance advice and recommendations based on individual or business needs.
- Conduct regular policy reviews with clients to ensure they have the proper coverage as their needs change.
We offer excellent communication and interpersonal skills, strong sales abilities, and a proven track record of meeting or exceeding goals.
Requirements- Education & Experience
- High school diploma or equivalent (Bachelor's degree preferred).
- Previous experience in sales, customer service, or a related field is a plus.
- Insurance licensing (required or willing to obtain prior to employment).
- Technical Skills
- Proficient in Microsoft Office Suite (Excel, Word, Outlook) and CRM software.
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