Manulife
Financial Services
FinancialSalesAssociate
“Financial Sales Associate at Manulife. Skills: Sales, Customer Service, Financial Solutions. Provide life insurance solutions. Provide wealth management solutions”
What You'll Achieve.
Achieving sales goals and targets; Improve account profitability; Expand business; Ensure timely handling of clients’ financial needs; Ensure expeditious handling of clients’ financial needs; Ensure daily email communications are checked and attended to; Ensure 100% completion of compliance trainings; Provide quality customer experience; Real-time escalation of complaints
Industry & Context.
What They're Looking For.
Must Have
Bachelor's/College Degree
Nice to Have
Work experience in bancassurance sales, Sales and customer service experience gained from banking, transport, pharmaceutical, FMCG, hospitality and IT industries, Self-driven, Highly motivated, Personable, Good interpersonal skills, Good communication skills
What You'll Do.
Provide life insurance solutions
Provide wealth management solutions
Work with branch sales teams
Work with service teams
Strengthen client relationships
Provide excellent customer service
Assist in achieving sales goals
Generate repeat business
Prepare sales reports
Conduct sales presentations
Generate new account relationships
Broaden existing relationships
Improve account profitability
Maintain cordial relations with clients
Handle financial needs
Prepare documentary requirements
Conduct market shopping
Conduct competitor shopping
Conduct client mapping
Conduct product presentations
Conduct KYC procedures
Complete HR requirements
Complete compliance trainings
Adhere to regulations
Conduct policy review
Provide customer experience
Conduct post sales service
Facilitate collection
How You'll Work.
Team & Collaboration
Work closely with branch sales and service teams; Regularly reviews and adjusts plans with the Area and Branch Manager; Sometimes jointly with the Branch Manager; Regular leads planning with BM
Communication Scope
Good interpersonal and communication skills
Applying for this Financial Sales Associate role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Workday
- Workday has a multi-step form — save your progress after every section.
- "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
- Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
- Job requisition numbers are useful when following up with HR by email.
ANONYMOUS · UNFILTERED
What do employees actually say about Manulife?
Real rants from real employees. Read before you apply.