Manulife
FinancialSalesAssociate
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Financial Sales Associate at Manulife. Provide life insurance solutions to bank’s clients. Work in coordination with branch sales and service teams”
What You'll Achieve.
Achieving sales goals and targets; Improve account profitability; Expand business; Generate new account relationships; Deepen existing relationships; Broaden existing relationships; Achieve 100% completion of compliance trainings
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 to bank’s clients
Work in coordination with branch sales and service teams
Provide life insurance and wealth management solutions
Work closely with branch sales and service teams
Provide innovative product solutions
Strengthen long-term relationships with clients
Provide excellent customer service
Assist Business Center in achieving sales goals
Generate repeat business
Deepen and cross-sell MCBL products
Prepare Monthly Sales Call Plans
Prepare Daily Sales Call Report
Review sales call results
Review and adjust plans with Area and Branch Manager
Conduct sales presentations
Conduct other sales activities
Prepare other reports required by Management
Generate new account relationships
Deepen existing relationships
Broaden existing relationships
Perform account handling tasks
Perform account maintenance tasks
Improve account profitability
Maintain cordial working relations with clients
Ensure timely handling of clients’ financial needs
Ensure expeditious handling of clients’ financial requirements
Prepare documentary requirements
Ensure availability of documentary requirements
Conduct market shopping
Conduct competitor shopping
Conduct client mapping
Conduct on-site product presentations
Promote MCBL products and services
Facilitate referrals of MCBL products
Conduct Know-Your-Customer (KYC) procedures
Conduct Customer Due Diligence (CDD)
Conduct Enhanced Due Diligence (EDD)
Check daily email communications
Attend related learning activities
Comply with HR System requirements
Complete HR deliverables within deadline
Ensure 100% completion of compliance trainings
Adhere to customer protection requirements
Adhere to privacy requirements
Adhere to data handling requirements
Adhere to compliance policy requirements
Adhere to regulatory requirements
Attend Product Trainings
Attend Product Orientation
Attend promo cascades
Conduct policy review
Provide quality customer experience
Provide updates to clients
Provide financial advice to clients
Cross-sell MCBL products
Generate leads from policy reviews
Conduct post sales service to all clients
Escalate complaints in real-time
Facilitate collection via ADA
Facilitate collection via over-the-counter
Facilitate collection via cheque payments
Conduct regular leads planning with BM
Generate quality sales leads
Perform other relevant tasks
How You'll Work.
Team & Collaboration
Work in coordination with branch sales and service teams; Work closely with branch sales and service teams; Collaborate with Area and Branch Manager; Conduct sales presentations jointly with the Branch Manager; Conduct regular leads planning with BM
Communication Scope
Good interpersonal and communication skills
Full Job Description
The Financial Sales Associate is responsible for providing life insurance solutions to bank’s clients. He/he will work in coordination with branch. Sales and service teams, thus we are looking for a dynamic individual, who has an independent mindset and the drive to succeed. **Position Responsibilities:** * 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. * Strengthen the long-term relationships with clients by providing excellent customer service * Assists the Business Center in achieving sales goals and targets, including lead generation, lead conversion, account acquisition, account maintenance, repeat business, deepening and cross-selling of MCBL products. * Prepares Monthly Sales Call Plans and Daily Sales Call Report to ensure that action plans, sales call results, client data, and other key information are properly recorded, reviewed and acted on. Regularly reviews and adjusts plans with the Area and Branch Manager. Conducts client calls, sales presentations, and other sales activities. Prepares other reports required by Management. * Generates new account relationships, deepens and broadens existing relationships, and performs account handling and maintenance tasks to improve account profitability and expand business. * Maintains cordial working relations with clients by ensuring the timely and expeditious handling of clients’ financial needs and requirements. * Prepares and ensure availability of documentary requirements. * Conducts market/competitor shopping, client mapping, telesales, sales calls, and on-site product presentations for new business acquisitions, sometimes jointly with the Branch Manager. * Promotes & facilitates referrals of MCBL products and services to existing and prospective clients. * Conducts
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