Cabanatuan, Nueva Ecija, Philippines · On-site
The Financial Sales Associate is responsible for providing life insurance solutions to bank’s clients. He/he will work in coordination with branch. Sales and service teams, thus we are looking for a dynamic individual, w…
Skills: Life Insurance Sales, Wealth Management, Lead Generation, Customer Service, Account Maintenance
Japan · Hybrid
The Opportunity The customer is the focus of everything we do, and millions of end users rely on our products daily. We believe in the value of empowering Portfolio Manager to solve critical problems for the future of ou…
Skills: Portfolio Management, Fixed Income Securities, Derivatives Trading, Compliance Monitoring, Risk Analysis
Manila, Metro Manila, Philippines · Hybrid
Role Summary The Senior Procurement Specialist role offers an opportunity to deliver high‑impact support that ensures a seamless and customer‑focused procurement experience for business stakeholders. In this role, you wi…
Skills: Technical Support, Root Cause Analysis, Procurement Systems, User Acceptance Testing, Stakeholder Management
Toronto, Ontario, Canada · Hybrid
$93k–$143k/yr
The Opportunity: Manulife Wealth is a leading provider of insurance and wealth solutions to meet the diverse needs of Canadian families. Within GWAM Canada, Manulife Wealth is comprised of three distribution firms (Advis…
Skills: Leadership, Project Management, Financial Services, Advisor Onboarding, Stakeholder Management
Toronto, Ontario, Canada · Hybrid
$93k–$143k/yr
The Opportunity: Manulife Wealth is a leading provider of insurance and wealth solutions to meet the diverse needs of Canadian families. Within GWAM Canada, Manulife Wealth is comprised of three distribution firms (Advis…
Skills: Leadership, Project Management, Financial Services, Advisor Onboarding, Relationship Management
Boston, Massachusetts, United States · Hybrid
$92k–$160k/yr
We are seeking an experienced and forward‑thinking leader to oversee a team of Client Service Representatives and Quality Assurance professionals supporting both self-directed investors and clients enrolled in ongoing ad…
Skills: People Leadership, Quality Assurance, Regulatory Compliance, Risk Management, Client Service Management
Toronto, Ontario, Canada · Hybrid
$93k–$143k/yr
The Program Manager, Operations AI & Automation, is a key member of a team of data professionals supporting the delivery of AI, intelligent automation, and digitization initiatives across Global WAM. The Program Manager …
Skills: Program Management, Project Management, Stakeholder Management, Digital Transformation, Intelligent Automation
Montreal, Quebec, Canada · Hybrid
$41k–$69k/yr
We develop distinctive Group Retirement Solutions (GRS) for our plan sponsors to help them gain a competitive edge, adding value to their employee benefits. Our GRS business development team joins forces with a network o…
Skills: Microsoft Excel, Microsoft PowerPoint, Bilingualism (French and English), Customer Service, Administrative Support
Hong Kong, China · Hybrid
The Opportunity The Manulife/John Hancock AI Team is seeking a highly skilled and motivated Machine Learning Engineer with a strong focus on developing end-to-end AI models and solutions to accelerate and optimize sales …
Skills: Machine Learning, Generative AI, Azure Databricks, Azure Kubernetes Service, Python
Toronto, Ontario, Canada · Hybrid
$153k–$284k/yr
The Opportunity: The Global High-Net-Worth (Global HNW) Life Insurance Business was formed in 2023 to leverage Manulife’s enterprise-wide capabilities in serving this customer segment. By bringing together Manulife Bermu…
Skills: Actuarial Pricing, Strategy Development, Leadership, Risk Management, Capital Management
Hong Kong, Hong Kong Island, Hong Kong S.A.R. · Hybrid
Role Purpose To support senior leaders in driving provider management–related projects and transformation initiatives, ensuring effective coordination, execution, and follow-through. This role acts as a project coordinat…
Skills: Project Coordination, Healthcare Operations, Provider Management, Stakeholder Management, Analytical Thinking
Halifax, Nova Scotia, Canada · Hybrid
$66k–$110k/yr
The Complaint Consultant role is a key member of the Canadian Complaints Office team and reports to the Director of the Complaint Office. The team is responsible for critical functions of handling complaints for the Cana…
Skills: Formal Written Communication, Compliance, Regulatory Reporting, Stakeholder Management, Case Management
Toronto, Ontario, Canada · Hybrid
$100k–$140k/yr
As the Internal Wholesaler, you will be responsible for promoting a full range of Wealth Management solutions to Advisors and industry-leading access to Portfolio Managers and Strategists, focusing on the estate planning…
Skills: Sales Growth, Relationship Management, Business Development, Consultative Selling, Negotiation
Toronto, Ontario, Canada · Hybrid
$93k–$143k/yr
We are seeking a Product Manager, Digital Enablement & Transformation to own and deliver a portfolio of digital products and capabilities that support enterprise digital initiatives. This role sits alongside other Produc…
Skills: Product Strategy, Roadmap Management, Agile Methodology, SaaS Product Management, Stakeholder Management
Georgia, United States · Remote OK
$122k–$212k/yr
This position is available in Manulife John Hancock’s Mid/Large corporate segment and while a regional approach and coverage is preferred, the ideal candidate should be flexible to travel outside of their region as well.…
Skills: Consultative Selling, Negotiation, Relationship Management, Investment Product Knowledge, Financial Analysis
Toronto, Ontario, Canada · Hybrid
$129k–$223k/yr
The Senior Director, Project Management Office is a senior‐level leadership role responsible for the end‑to‑end strategy, governance, and delivery of large and small scale internal construction projects across Canada and…
Skills: Enterprise Program Management, Construction Project Leadership, Budget Management, Stakeholder Management, Risk Mitigation
Alberta, Canada · Remote OK
In this exciting role with Manulife you will be responsible for the profitable management of a portfolio of group benefit clients in the West, maintain and strengthen relationships with consultants/advisors, and work clo…
Skills: Portfolio Management, Relationship Management, Negotiation, Influencing, Strategic Thinking
Toronto, Ontario, Canada · Hybrid
$113k–$210k/yr
This is an opportunity to drive our Global Wealth and Asset Management’s cross-enterprise solution architecture vision by enabling firm-wide thinking, reuse, and convergence across platforms. You will translate long-term…
Skills: Solution Architecture, AI/ML Integration, LLMs, RAG, Cloud-native Design
Halifax, Nova Scotia, Canada · Hybrid
$60k–$100k/yr
Join the Client Relations team in Canada Retirement at a key moment. This role plays a central part in client relationship management, with strong interaction with plan sponsors, advisors, and internal partners across th…
Skills: Client Relationship Management, Portfolio Management, Plan Implementation, Digital Tool Adoption, Analytical Skills
Toronto, Ontario, Canada · Hybrid
$113k–$210k/yr
Manulife is seeking a Lead Solution Architect to help design, scale, and modernize secure cloud platforms that support critical business systems across a global financial services organization. In this role, you’ll provi…
Skills: Azure Platform Architecture, Infrastructure as Code, CI/CD Strategy, DevSecOps, Terraform
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The Financial Sales Associate provides life insurance and wealth management solutions to bank clients through coordination with branch teams. Key duties include lead generation, account acquisition, and maintaining long-term client relationships through excellent service and policy reviews.
Candidates must possess at least a bachelor's degree and are preferred to have experience in bancassurance sales. Strong interpersonal skills, self-motivation, and a drive for success are essential for this role.
The Financial Sales Associate is responsible for providing life insurance solutions to bank’s clients. He/he 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.
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 the long-term relationships with clients by providing excellent customer service
Assists 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.
Prepares Monthly Sales Call Plans and Daily Sales Call Report to ensure that action plans, sales call results, client data, and other key information are properly recorded, reviewed and acted on. Regularly reviews and adjusts plans with the Area and Branch Manager. Conducts client calls, sales presentations, and other sales activities. Prepares other reports required by Management.
Generates new account relationships, deepens and broadens existing relationships, and performs account handling and maintenance tasks to improve account profitability and expand business.
Maintains cordial working relations with clients by ensuring the timely and expeditious handling of clients’ financial needs and requirements.
Prepares and ensure availability of documentary requirements.
Conducts market/competitor shopping, client mapping, telesales, sales calls, and on-site product presentations for new business acquisitions, sometimes jointly with the Branch Manager.
Promotes & facilitates referrals of MCBL products and services to existing and prospective clients.
Conducts proper Know-Your-Customer (KYC) procedures and Customer Due Diligence (CDD) / Enhanced Due Diligence (EDD), depending on client’s risk profile.
Ensures daily email communications are checked and attended to.
Attends meetings, trainings, conferences and related learning activities as required by immediate head and/or management.
Compliance to all HR System (Workday Employee Self Service) requirements and other HR deliverables within deadline provided.
Ensure 100% completion of compliance trainings mandated by the company within 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.
Conducts policy review 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 be able to generate quality sales leads.
Other relevant task/s that may be assigned from time to time.
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
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
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.
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 [email protected].
Manulife is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, we operate as Manulife across our offices in Canada, Asia, and Europe, and primarily as John Hancock in the United States. We have more than 40,000 employees, over 116,000 agents serving ~34 million customers worldwide, and over $1.3 trillion in assets under management and administration. Visit www.Manulife.com to find out more. For Manulife terms of use, please visit http://bit.ly/SM_Terms
Offices: 200 Bloor St E, Toronto, Ontario M4W, CA · 223 Wai Yip St, Kwun Tong, Hong Kong, HK · 51 Bras Basah Rd, Singapore, Singapore 189554, SG · 250 Bloor St E, Toronto, ON M4W 1E6, CA · Jalan Jenderal Sudirman, Lombok Barat, West Nusa Tenggara 83311, ID
Manulife is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, we operate as Manulife across our offices in Canada, Asia, and Europe, and primarily as John Hancock in the United States. We have more than 40,000 employees, over 116,000 agents serving ~34 million customers worldwide, and over $1.3 trillion in assets under management and administration. Visit www.Manulife.com to find out more. For Manulife terms of use, please visit http://bit.ly/SM_Terms
Offices: 200 Bloor St E, Toronto, Ontario M4W, CA · 223 Wai Yip St, Kwun Tong, Hong Kong, HK · 51 Bras Basah Rd, Singapore, Singapore 189554, SG · 250 Bloor St E, Toronto, ON M4W 1E6, CA · Jalan Jenderal Sudirman, Lombok Barat, West Nusa Tenggara 83311, ID
