Quezon City, Metro Manila, 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 Relationship Management, Financial Planning
Toronto, Ontario, Canada · Hybrid
$86k–$136k/yr
Join us at Manulife and be part of a team that strives for excellence, where your efforts will directly contribute to our success. Here, your work will have an important impact, and you’ll be empowered to make decisions …
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Toronto, Ontario, Canada · Hybrid
$86k–$136k/yr
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Skills: Azure Data Factory, Azure Databricks, ETL/ELT Pipelines, Data Modeling, Databricks Unity Catalog
Halifax, Nova Scotia, Canada · Hybrid
$60k–$100k/yr
Manulife’s Insurance business unit is a leading provider of investment and insurance solutions that meet the diverse financial needs of Canadian families. In collaboration with independent Financial Advisors across the c…
Skills: Communication Skills, Customer Service, Interpersonal Skills, Change Management, Influence and Persuasion
Manila, Metro Manila, Philippines · Hybrid
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Toronto, Ontario, Canada · Hybrid
$86k–$136k/yr
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Toronto, Ontario, Canada · Hybrid
$113k–$210k/yr
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Manila, Metro Manila, Philippines · Hybrid
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Shibuya, Japan · Hybrid
【具体的な仕事内容】 代理店営業として、提携代理店を担当し当社商品の推進業務を担っていただきます。 単なる販売支援にとどまらず、パートナーとの信頼関係を構築し、戦略的な提案を通じて事業成長を牽引する役割です。 ・提携代理店への営業推進、営業支援（営業企画の提案、営業情報の提供など） ・提携代理店へのトレーニング、営業指導（商品研修、ニード喚起研修など） About Manulife and John Hancock Manulife F…
Skills: Agency Sales, Sales Promotion, Strategic Proposal, Relationship Building, Sales Training
Cebu, Isabela, Philippines · Hybrid
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Ho Chi Minh City, Vietnam · On-site
The Head of Policy Service is responsible for leading and overseeing the end-to-end policy servicing function, ensuring every customer interaction after policy issuance strengthens trust, loyalty, and long-term customer …
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Ho Chi Minh City, Vietnam · On-site
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Manila, Metro Manila, Philippines · Hybrid
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Makati City, National Capital District, Philippines · Hybrid
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Makati City, National Capital District, Philippines · On-site
The Corporate Sales Officer is a sales function responsible for bringing sales through corporate distribution channels. The assigned CS Officer shall lead, manage, and develop the assigned region/channel in line with the…
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Halifax, Nova Scotia, Canada · Hybrid
$53k–$88k/yr
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Manila, Metro Manila, Philippines · Hybrid
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Ho Chi Minh City, Vietnam · Hybrid
The opportunity This role will represent Agency Strategic Program Management to take an ownership and responsibility for the full end-to-end delivery of Agency Strategic Program and any other programs which may be launch…
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Cebu, Isabela, Philippines · Hybrid
We’re looking for a Research Benefits Administrator to join our Insurance Operations team at MBPS. In this role, you are expected to serve as a Subject Matter Expert for Admin Advantage operations, handling complex and e…
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The Financial Sales Associate provides life insurance and wealth management solutions to bank clients while collaborating with branch teams to meet sales targets. Responsibilities include lead generation, conducting client calls, and ensuring strict adherence to compliance and regulatory requirements.
Candidates must possess at least a bachelor's degree and are preferred to have experience in bancassurance sales. Strong interpersonal skills and a self-driven motivation are essential for success in 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 hr@manulife.com.
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
