The Financial Sales Associate is responsible for providing life insurance and wealth management solutions to China Bank's clients, working closely with branch sales and service teams
Job Summary
The Financial Sales Associate is responsible for providing life insurance and wealth management solutions to China Bank's clients, working closely with branch sales and service teams.
Key responsibilities include strengthening client relationships, assisting the Business Center in achieving sales goals, and conducting client calls and sales presentations.
Manulife offers an empowering environment to learn and grow, recognizes and supports employees in a flexible environment, and fosters inclusion and well-being.
Matching Summary
The Financial Sales Associate is responsible for providing life insurance and wealth management solutions to China Bank's clients, working closely with branch sales and service teams.
Skills & Requirements
Must-have
Life insurance solutions
Wealth management solutions
Client relationship management
Sales goal achievement
Lead generation and conversion
KYC and CDD/EDD procedures
Nice-to-have
Independent mindset
Drive to succeed
Excellent customer service
Team coordination
Flexible work environment
Key Requirements
Bachelor’s/College Degree
Bancassurance sales experience preferred
Sales and customer service experience in banking, transport, pharmaceutical, FMCG, hospitality, or IT industries encouraged