Financial Sales Associate

Manulife

Manila, Philippines
Onsite
Life insurance solutions
Wealth management solutions
Client relationship management
The Financial Sales Associate is responsible for providing life insurance and wealth management solutions to China Bank's clients

Job Summary

  • 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.
  • We’ll empower you to learn and grow the career you want, recognizing and supporting you in a flexible environment where well-being and inclusion are more than just words.

Matching Summary

The Financial Sales Associate is responsible for providing life insurance and wealth management solutions to China Bank's clients.

Skills & Requirements

Must-have

  • Life insurance solutions
  • Wealth management solutions
  • Client relationship management
  • Sales goal achievement
  • Lead generation and conversion
  • Monthly Sales Call Plans
  • Daily Sales Call Report

Nice-to-have

  • Independent mindset
  • Drive to succeed
  • Excellent customer service
  • Cordial working relations

Key Requirements

  • Bachelor’s/College Degree
  • Bancassurance sales experience preferred
  • Sales and customer service experience
  • Know-Your-Customer (KYC) procedures
  • Customer Due Diligence (CDD)
  • Enhanced Due Diligence (EDD)

Work Rights

Not specified

Tailored Resume

Cover Letter