prime financial advisor

1 day ago

Manila, National Capital Region, Philippines Manulife Philippines Full time ₱600,000 - ₱1,200,000 per year

Company Description

Manulife Financial Corporation is a leading international financial services provider with global headquarters in Toronto, Canada. Operating as Manulife across Canada, Asia, and Europe, and primarily as John Hancock in the United States, we offer financial advice and insurance solutions. With over 38,000 employees and serving over 35 million customers, we are dedicated to making people's decisions easier and lives better.

Role Description

The PRIME Financial Advisor's responsibilities include offering financial planning and investment guidance to clients, crafting long-term financial strategies, and assisting clients in reaching their financial objectives. Daily duties involve conducting portfolio evaluations, analyzing market trends, preparing reports, and nurturing client relationships. Additionally, the Financial Advisor will educate clients on financial options and strategies, while ensuring adherence to regulatory standards.

Education

  • Bachelor's degree in Business, Finance, Economics, Marketing, or any related field
  • Professional certifications (e.g., Insurance Commission, IIAP, SEC, or similar) are a plus but not required

Ideal Candidate Profile

  • Minimum 1 year of Sales, Marketing, or any related roles

Preferred industry: Insurance, Financial Services, Direct Selling, FMCG, Pharmaceutical, Banking, BPO, or Real Estate

  • Experience in Insurance Sales is a plus
  • Fresh Graduates are welcome

Sales Experience

  • Ability to create and implement sales strategies that align with market trends and business goals
  • Strong relationship management skills with the ability to build and maintain a client base
  • Sales recognition for exceeding targets is a plus

Communication Skills

  • Excellent verbal and written communication skills for interacting with clients, stakeholders, and team members
  • Has an understanding of the unwritten and written rules when utilizing social media

Personal Values

  • Goal-oriented, with a high level of initiative and entrepreneurial spirit
  • Ability to thrive in a dynamic and fast-paced environment
  • Integrity, professionalism, and commitment to client service

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