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Financial Sales Associate at Manulife - ApplyBlast

Financial Sales Associate

Manulife

4 months ago

3.9 on Glassdoor

Makati City

Onsite

Full Time

Junior

0 applicants

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About this role

The Financial Sales Associate provides life insurance and wealth management solutions to China Bank's clients in coordination with branch sales and service teams. The role focuses on strengthening client relationships, generating new accounts, and ensuring compliance with regulatory requirements including KYC and CDD procedures. Candidates must be driven, personable, and capable of adapting to a flexible work environment within the banking sector.

Responsibilities

Provide life insurance and wealth management solutions to clients
Strengthen long-term client relationships through excellent service
Generate new accounts and expand existing business relationships
Conduct KYC procedures and customer due diligence assessments
Prepare monthly sales plans and daily call reports

Skills

Qualifications

Bachelor's DegreeBancassurance Sales Experience

About Manulife

manulife.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

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Manulife is a leading financial services group. We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions.