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Duties and responsibilities

• Prospect and generate leads through fieldwork, referrals and networking
• Conduct client needs analysis to recommend suitable products
• Present product clearly and professionally to potential clients
• Assist clients in completing application forms and submitting required documents
• Follow up on leads, proposals and pending applications
• Maintain strong relationships with existing clients for renewals and upselling
• Meet monthly and quarterly sales targets set by the company
• Attend training sessions, meetings and product updates
• Prepare daily/weekly sales activity reports for submission to the branch
• Represent the company professionally in all client interactions

Skills

• Excellent communication and presentation skills
• Strong negotiation and closing skills
• Customer-focused mindset with a passion for service
• Ability to analyze client needs and match them with suitable solutions
• Time-management and organizational skills
• Ability to handle objections with professionalism and confidence

Experience

• College graduate or at least college level
• Must be willing to undergo product training and licensing examination
• Goal-oriented, persistent and willing to work in a performance driven environment
• Ability to work independently and as part of a sales team
• Basic computer literacy (ms office, email and social media)
• Sales experience is an advantage
• Fresh graduates are welcome
• Leadership or recruitment experience is a plus

Benefits

• Competitive commission structure with unlimited potential
• Monthly and quarterly incentives for top performers
• Free training, coaching and licensing support
• Career growth opportunities (senior financial advisor- unit manager)
• Flexible work schedule and work-life balance
• Opportunity to help families secure their financial future
• Free travel incentives and recognition programs
• Access to company events, seminars and personal development programs

About PD Lion Branch Manulife Philippines

MANULIFE FINANCIAL CORPORATION IS A LEADING INTERNATIONAL FINANCIAL SERVICES PROVIDER, HELPING PEOPLE MAKE THEIR DECISIONS EASIER AND LIVES BETTER. WITH OUR GLOBAL HEADQUARTERS IN TORONTO, CANADA, WE PROVIDE FINANCIAL ADVICE AND INSURANCE, OPERATING AS MANULIFE ACROSS CANADA, ASIA, AND EUROPE, AND PRIMARILY AS JOHN HANCOCK IN THE UNITED STATES. THROUGH MANULIFE INVESTMENT MANAGEMENT, THE GLOBAL BRAND FOR OUR GLOBAL WEALTH AND ASSET MANAGEMENT SEGMENT, WE SERVE INDIVIDUALS, INSTITUTIONS, AND RETIREMENT PLAN MEMBERS WORLDWIDE.