Rizal, 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 Relationship Management, Financial Planning
Makati City, National Capital District, Philippines · Hybrid
Leads Agile Development squads with autonomy and accountability across a number of projects/platforms. Position Responsibilities: Supports 1-2 teams on a single backlog (AMS or PSS)Experience being on multiple Scrum team…
Skills: Scrum Mastery, Agile Coaching, Sprint Planning, Daily Stand-ups, Sprint Reviews
Manila, Metro Manila, Philippines · Hybrid
This role is accountable for the overall management, maintenance and revision of Customer Experience Operation forms, primarily forms analysis & support as well as analysis & support for statement runs. They take a lead …
Skills: Forms Analysis, Vendor Management, Stakeholder Management, User Acceptance Testing, Business Process Improvement
Ho Chi Minh City, Vietnam · On-site
Lead Partnership Distribution Service Hub (Call Center) and PD Operational Projects to enhance customer experience, improve persistency, and strengthen operational capabilities of the PD channel. Ensure consistent custom…
Skills: Call Center Management, Project Management, Customer Experience, Stakeholder Coordination, Team Leadership
Manila, Metro Manila, Philippines · Hybrid
We’re looking for a Financial Crime Screening Program Assistant Manager to join our Financial Crime Compliance team at MBPS. In this role, you are expected to drive the implementation and continuous enhancement of screen…
Skills: Financial Crime Compliance, AML, Sanctions Screening, Regulatory Compliance, System Configuration
Shibuya, Japan · Hybrid
The Director, Change Management is responsible for leading enterprise-wide change management practices that enable successful adoption of strategic initiatives, transformation programs, and business capability changes ac…
Skills: Change Management, Enterprise Transformation, Agile, SAFe, Product Operating Model
Tokyo, Japan · Hybrid
雇用機会 お客様は私たちにとって最も重要であり、多くのエンドユーザーは私たちの製品・サービスを信頼して安心した日々をおくることが出来ています。私たちのビジネスの将来のために、重大な問題を解決して価値を提供することが出来るレギュラトリー・コーポレートコンプライアンス部マネージャーを求めています。 The Opportunity The customer is the focus of everything we do, and milli…
Skills: Compliance Framework Design, Regulatory Review, Risk Monitoring, Data Analysis, Presentation Skills
Cebu, Isabela, Philippines · Hybrid
Global Operational Risk & Resilience Oversight (ORRO) is an independent second line risk function that provides challenge and oversight and guidance to a variety of stakeholders so that operational risks are appropriatel…
Skills: Operational Risk Management, Data Analysis, Reporting, Governance, Project Management
Toronto, Ontario, Canada · Hybrid
$129k–$223k/yr
Director, ETF Product Development The Global Product Development Team is responsible for the ideation, research and development of investment products and strategies across Retail, Retirement, and Institutional channels …
Skills: ETF Product Development, Market Research, Business Case Development, Regulatory Compliance, Competitive Analysis
Manila, Metro Manila, Philippines · Hybrid
The Treaty Consultant is responsible for ensuring timely and accurate completion of reinsurance treaty documentation, within corporate guidelines and with appropriate review and sign-off for reinsurance arrangements. The…
Skills: Reinsurance Treaty Documentation, Negotiation, Stakeholder Management, Analytical Skills, Problem Solving
Toronto, Ontario, Canada · Hybrid
$86k–$136k/yr
Collaborating with our Engineering Manager, our Operations Support Engineer will support and optimize .NET, React, NodeJS, and microservices applications to ensure high availability and performance. The role includes mon…
Skills: .NET, React, NodeJS, JavaScript, Microservices
Manila, Metro Manila, Philippines · Hybrid
This is an opportunity to join Manulife’s Finance team as a Senior Financial Analyst supporting the Canadian Wealth Asset Management (WAM) Retail and Retirement business. In this role, you will contribute to our mission …
Skills: Financial Reporting, General Ledger Reconciliation, Journal Entries, Excel, VBA
Quebec, Quebec, Canada · Remote OK
$71k–$118k/yr
Manulife’s underwriting team is renowned for thought leadership and innovative ways to underwrite complex files. We are looking for growth-minded, service-oriented underwriters to join our team. We offer industry-leading…
Skills: Risk Assessment, Life Underwriting, Medical Terminology, Financial Report Analysis, Anti-Money Laundering
Singapore · Hybrid
We are seeking a seasoned IT Engineering Manager, with a minimum of 10 years of technical experience and at least 5 years of team management experience. You will play a pivotal role in shaping our technical strategy, enh…
Skills: JavaScript, React, Angular, Node.js, Spring Boot
Kuala Lumpur, Kuala Lumpur, Malaysia · Hybrid
The opportunity This position is supporting the Malaysia Compliance COE function which was created as a global support role responsible for assisting the Global Wealth & Asset Management (“GWAM”) Compliance Center of Exp…
Skills: Compliance Monitoring, Regulatory Reporting, Asset Management Compliance, Policy Implementation, Risk Testing
Cebu, Isabela, Philippines · Hybrid
This is an opportunity to join Manulife’s Canada Retail Operations team as an Operations Analyst, where you will play a key role in delivering accurate and timely financial and non-financial transactions for clients and …
Skills: Transaction Processing, Financial Analysis, Stakeholder Management, Problem Solving, Process Improvement
Manila, Metro Manila, Philippines · Hybrid
We’re looking for an HR Operations Analyst to join our Human Resources team at MBPS. In this role, you will be responsible for processing end-to-end payroll operations, employee exit processes, Workday administration, ta…
Skills: Payroll Processing, Workday Administration, Tax Compliance, NSSF Processing, HR Reporting
Pasig, 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 Service, Cross-selling
Manila, Metro Manila, Philippines · Hybrid
We’re looking for an Senior Risk & Control Analyst to join our team at MBPS. In this role, you will be providing support to the Global Wealth Asset Management Risk Groups in the effective management of Operational Risks.…
Skills: Risk and Control Self-Assessment (RCSA), Business Incident Management, Key Risk Indicators (KRIs), Operational Risk Management, Internal Audit
Toronto, Ontario, Canada · Hybrid
$113k–$163k/yr
As a Senior Platform Reliability Engineer, you will play a critical role in building and managing scalable, secure cloud-based infrastructure that supports enterprise data and application platforms. This role contributes…
Skills: Azure, Databricks, Terraform, GitOps, Jenkins
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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, conducting sales presentations, and maintaining long-term client relationships through excellent service.
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 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
