Manulife
Financial Services
FinancialSalesAssociate
“Financial Sales Associate at Manulife. Skills: Life insurance solutions, Wealth management solutions, Sales, Customer service. Provide life insurance solutions. Provide wealth management solutions”
What You'll Achieve.
Achieving sales goals and targets; Improve account profitability; Expand business; Generate new account relationships; Deepen existing relationships; Broaden existing relationships; Generate quality sales leads
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
Provide innovative product solutions
Strengthen client relationships
Provide excellent customer service
Assist in achieving sales goals
Generate repeat business
Prepare Monthly Sales Call Plans
Prepare Daily Sales Call Report
Conduct sales presentations
Conduct sales activities
Generate new account relationships
Deepen existing relationships
Broaden existing relationships
Perform account handling
Improve account profitability
Maintain cordial relations with clients
Handle financial needs
Handle financial requirements
Prepare documentary requirements
Ensure availability of documents
Conduct market shopping
Conduct competitor shopping
Conduct client mapping
Conduct on-site product presentations
Conduct KYC procedures
Attend learning activities
Comply with HR System requirements
Complete HR deliverables
Complete compliance trainings
Adhere to customer protection
Adhere to data handling
Adhere to compliance policies
Adhere to regulatory requirements
Conduct policy review
Provide quality customer experience
Provide financial advice
Generate leads from reviews
Conduct post sales service
Facilitate collection
Conduct leads planning
Generate quality sales leads
Perform other assigned tasks
How You'll Work.
Team & Collaboration
Work in coordination with branch sales and service teams; Work closely with branch sales and service teams; Regularly reviews and adjusts plans with the Area and Branch Manager; Conducts market/competitor shopping, telesales, sales calls, and on-site product presentations sometimes jointly with the Branch Manager; Conduct regular leads planning with BM
Communication Scope
Good interpersonal and communication skills
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