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Insurance Sales Officer
Manulife · Makati City · Today
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The Insurance Sales Officer will have a direct reporting line to Manulife Alternative Distribution and will pursue targets as agreed by and between Manulife and Alternative Distribution Sales channels. The Insurance Sales Officer will be entitled to the variable pay as in the approved mechanics. He/she is responsible for driving and closing the sales for Alternative Distribution and should have a strong business relationship with business partners and internal partners.
Position Responsibilities:
Achievement of Monthly, Annual Sales KPI Targets / Plan: Key responsibility as it proves their direct impact on the company's revenue and growth objectives.
Product Knowledge and Expertise on High-Net-worth Management and execution of Manulife product and Wealth presentations to business partners and their customers including Financial Wellness activities that would address key Financial needs of clients such as Protection, Education, Retirement, Managing Wealth and Legacy Planning.
Client and Business Relationship Management: Build and maintain strong, long-lasting relationships with business partners and their stakeholders and most especially their clients by understanding their needs and providing tailored solutions.
Sales Growth: Identify new business opportunities within existing accounts, upsell or cross-sell products, and negotiate new business agreements to meet sales plans.
Account Management: Management of Alternative Distribution business partners; Monitor account performance, track sales metrics, and provide regular reports to management.
Collaboration: Coordinate with internal teams such as Customer contact support, Product development, Investments, and Marketing to ensure client requirements are met.
Problem Solving: Managing and addressing client issues promptly and develop solutions to maintain satisfaction and retention
Strategic Planning: Develop sales strategies aligned with company goals to maximize revenue and profitability
Required Qualifications:
With at least 5 years of experience on Insurance Sales / Alternative Distribution
Active license for Life and VUL is a requirement
Preferred Qualifications:
Pleasing personality
Proficiency in English and Tagalog
Excellent knowledge on Insurance and Wealth Sales High Net worth customers is an advantage
Hands-on experience with direct Sales to clients
Thorough understanding of Product marketing and efficient presentation
Fast learner and passion for sales
Self-motivated with a results-driven approach
Aptitude in delivering attractive presentations
Bachelor’s degree holder is not a requirement but should have strong Insurance and Wealth Sales background
When you join our team:
We’ll empower you to learn and grow the career you want.
We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
As part of our global team, we’ll support you in shaping the future you want to see.
About Manulife and John Hancock
Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.
Manulife is an Equal Opportunity Employer
At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact hr@manulife.com.
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