Corporate Financial Sales Associate

Demonstrate customer need-based selling to China Bank’s corporate clients of MCBL corporate solutions products, key man insurance, retirement plans for corporate accounts and individual policies - protection, health, savings, education, retirement, investment, and business solutions. Build, develop and maintain strong and productive partnership with bank partners – Division Heads, Team Heads and Account Officers and corporate clients - understanding their needs and providing tailored insurance solutions. Meets monthly sales goals and validation requirements through discipline execution of sales activities metrics (10 corporate accounts/5 secured corporate presentation/month. Update status of leads in SAM/Vymo consistently to properly monitor traction of all leads based on sales funnel and ensure reliability and accuracy of sales analytics. Practice sales activities diligently to ensure consistently quality lead generation, lead conversion, account acquisition, account maintenance, repeat business, deepening and cross-selling of MCBL products. Regularly prepares reports, reviews, and adjusts plans with the Segment manager and Team Heads. Prepares other reports required by Management.

Conducts policy review to provide quality customer experience through updates and financial advice to clients to be able to upsell, resell, cross-sell, and/or generate leads. Policy reviews and after sales service is an important job deliverable and customer requirement that leads to more business from clients, referrals from engaged clients and more referrals from the bank partners. It is an integral part of MCBL’s commitment to the Bank’s customers as well as MCBL’s customers.

Position Responsibilities

• 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 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 Account Officers and heads.
• Promotes & facilitates referrals of MCBL products and services to existing and prospecting corporate accounts.
• Conducts proper Know-Your-Customer (KYC) procedures and Customer Due Diligence (CDD) / Enhanced Due Diligence (EDD), depending on client’s risk profile.
• Ensures daily email communications are checked and attended to.
• Attends meetings, trainings, conferences, and related learning activities as required by immediate head and/or management.
• Compliance to all HR System (Workday Employee Self Service) requirements and other HR deliverables within deadline provided.
• Ensure 100% completion of compliance trainings mandated by the company within deadline provided. Strict adherence to all customer protection, privacy, data handling and other compliance, policy and regulatory requirements of the company. Compliance training includes Product Trainings, Product Orientation, promo cascades, and related activities geared toward product knowledge.
• Conduct post sales service to all clients and real-time escalation of complaints to concerned units.
• May be assigned to an IBS office temporarily or permanently, dedicated or clustered, depending on business requirement.
• Other relevant task/s that may be assigned from time to time.
  
  

Required Qualifications

• Graduate of four-year course; preferably business course
• Relevant industry experience in the areas of insurance - handling corporate accounts, banking, marketing and sales, retail sales, pharma, hospitality, pre-need, and business center operations.
• Preferably with minimum one year work experience in Sales.
• Knowledgeable in Sales Process, Customer Service, Market Intelligence, working knowledge of Marketing, Accounting, and Management concepts/processes.
• Marketing, Negotiation, and Selling Skills; Excellent customer orientation Analysis and Problem Solving, Communication Skills; Decision-making; Planning and Organizational Skills;
• Proficiency in basic MS Office programs
  
  

Preferred Qualifications

• Must be self-driven and highly motivated
• Personable, with good interpersonal and communication skills
  
  

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 recruitment@manulife.com.

Working Arrangement

In Office

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