388 Sales Trainee jobs in Navotas

URGENT HIRING!

SALES PROMODISER / PROMOTER / SALES DEMO / CLERK

Location: S&R BGC
- At least High School Graduate
- With 6 months sales experience
- Will handle kitchen appliances product
- Manila rate + Complete mandated benefits
- Fully vaccinated with booster shot

**Salary**: Php570.00 per day

**Benefits**:

- Paid training

Schedule:

- 10 hour shift
- 8 hour shift

Ability to commute/relocate:

- Taguig City: Reliably commute or planning to relocate before starting work (required)

Job Overview:

We are looking for a proactive and results-driven Sales & Business Development VA to support our sales strategy, identify new business opportunities, and assist in converting leads into clients. The ideal candidate will have experience in sales prospecting, lead generation, and relationship building, with strong communication and organizational skills to thrive in a remote setting.

Key Responsibilities: Lead Generation & Prospecting

• Research and identify potential clients through online platforms, social media, and networking.

• Build and maintain a database of qualified leads and prospects.

• Initiate outreach via email, LinkedIn, and other communication channels.

Sales Support

• Assist in developing and implementing sales strategies to achieve business goals.

• Schedule appointments and manage the executives calendar for client meetings.

• Follow up on leads and inquiries to move them through the sales pipeline.

• Prepare proposals, quotations, and sales presentations.

Business Development

• Identify new market trends, business opportunities, and potential partnerships.

• Support negotiations and assist in closing deals under the guidance of the sales team.

• Maintain strong client relationships through consistent follow-up and support.

Administrative & Reporting

• Update and manage CRM systems with accurate lead and client information.

• Track sales metrics, prepare weekly reports, and analyze performance data.

• Collaborate with marketing to align campaigns with business development goals.

Qualifications & Skills:

• Proven experience as a Sales VA, Business Development Assistant, or similar role.

• Strong communication and persuasive skills in English (verbal & written).

• Familiarity with CRM tools (HubSpot, Zoho, Salesforce, or similar).

• Experience in lead generation, cold outreach, and appointment setting .

• Knowledge of social media platforms for prospecting (LinkedIn, Facebook).

• Highly organized, self-motivated, and results-oriented.

Preferred Tools & Knowledge:

• CRM software (HubSpot, Zoho, Salesforce)

• Google Workspace or Microsoft Office Suite

• Email marketing tools (Mailchimp, ActiveCampaign)

• LinkedIn Sales Navigator (a plus)

The Technical Sales Associate is responsible for providing the necessary technical and administrative
support to the sales business unit to achieve revenue growth. They are responsible for ensuring br>exceptional customer service is achieved consistently.

Job Role:
Assists in the execution of sales strategies and campaigns by the sales business unit.
Ensures sales administration is kept current using the database.
Assists the sales business unit with the performance of necessary sales processes using the
agreed platform.
Assists in the preparation of appropriate product discussions.
Ensures delivery of consistent customer service levels that exceed client requirements.
Communicates with customers and actively listens to their needs.
Assists in coordinating company resources and technical support when necessary to best address
customer issues/feedback.
Follows controls of budgets to contribute to the business unit profitability.
Seeks and communicates market intelligence to the company.
Assists in the preparation of the monthly reports on sales activity, customer service levels, and
sales achievement for the business unit.
Assists in the development of the annual plan and monthly activity plan necessary to ensure the
success of the business unit goals and strategies.
Updates job and product knowledge by participating in educational and learning opportunities.

Qualifications:
Academic degree in Electronics Engineering
Open for fresh graduates
Must have good written and oral communication skills
Fast-learner with different computer systems is an advantage

Job Types: Full-time, Permanent

Salary Range:
₱23,000.00 - ₱25,000.00 per month

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 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.
+ 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's Branch Managers and staff. It is an integral part of MCBL's commitment to the Bank's customers as well as MCBL's customers.
+ Conduct post sales service to all clients and real-time escalation of complaints to concerned units.
+ Facilitate collection via ADA, over-the-counter or cheque payments.
+ Conduct regular leads planning with BM to be able to generate quality sales leads.
+ Other relevant task/s that may be assigned from time to time.
Required Qualifications:
+ Candidate must possess at least a Bachelor's/College Degree
+ Work experience in bancassurance sales is highly preferred for this position but those with sales and customer service experience gained from banking, transport, pharmaceutical, FMCG, hospitality and IT industries are also encouraged to apply.
Preferred Qualifications:
+ Must be self-driven and highly motivated
+ Personable, with good interpersonal and communication skills
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.
Acerca de Manulife y John Hancock
Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite .
Manulife es un empleador que ofrece igualdad de oportunidades
En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.
Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a .
Modalidades de Trabajo
En la oficina

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 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. 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's Branch Managers and staff. It is an integral part of MCBL's commitment to the Bank's customers as well as MCBL's customers. Conduct post sales service to all clients and real-time escalation of complaints to concerned units. Facilitate collection via ADA, over-the-counter or cheque payments. Conduct regular leads planning with BM to be able to generate quality sales leads. Other relevant task/s that may be assigned from time to time. Required Qualifications: Candidate must possess at least a Bachelor's/College Degree Work experience in bancassurance sales is highly preferred for this position but those with sales and customer service experience gained from banking, transport, pharmaceutical, FMCG, hospitality and IT industries are also encouraged to apply. Preferred Qualifications: Must be self-driven and highly motivated Personable, with good interpersonal and communication skills 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 Acerca de Manulife y John Hancock Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite . Manulife es un empleador que ofrece igualdad de oportunidades En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente. Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a . Modalidades de Trabajo En la oficina

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 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.
+ 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's Branch Managers and staff. It is an integral part of MCBL's commitment to the Bank's customers as well as MCBL's customers.
+ Conduct post sales service to all clients and real-time escalation of complaints to concerned units.
+ Facilitate collection via ADA, over-the-counter or cheque payments.
+ Conduct regular leads planning with BM to be able to generate quality sales leads.
+ Other relevant task/s that may be assigned from time to time.
**Required Qualifications:**
+ Candidate must possess at least a Bachelor's/College Degree
+ Work experience in bancassurance sales is highly preferred for this position but those with sales and customer service experience gained from banking, transport, pharmaceutical, FMCG, hospitality and IT industries are also encouraged to apply.
**Preferred Qualifications:**
+ Must be self-driven and highly motivated
+ Personable, with good interpersonal and communication skills
**_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.
**Acerca de Manulife y John Hancock**
Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite .
**Manulife es un empleador que ofrece igualdad de oportunidades**
En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.
Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a .
**Modalidades de Trabajo**
En la oficina

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 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.
+ 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's Branch Managers and staff. It is an integral part of MCBL's commitment to the Bank's customers as well as MCBL's customers.
+ Conduct post sales service to all clients and real-time escalation of complaints to concerned units.
+ Facilitate collection via ADA, over-the-counter or cheque payments.
+ Conduct regular leads planning with BM to be able to generate quality sales leads.
+ Other relevant task/s that may be assigned from time to time.
**Required Qualifications:**
+ Candidate must possess at least a Bachelor's/College Degree
+ Work experience in bancassurance sales is highly preferred for this position but those with sales and customer service experience gained from banking, transport, pharmaceutical, FMCG, hospitality and IT industries are also encouraged to apply.
**Preferred Qualifications:**
+ Must be self-driven and highly motivated
+ Personable, with good interpersonal and communication skills
**_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.
**Acerca de Manulife y John Hancock**
Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite .
**Manulife es un empleador que ofrece igualdad de oportunidades**
En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.
Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a .
**Modalidades de Trabajo**
En la oficina

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 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.
+ 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's Branch Managers and staff. It is an integral part of MCBL's commitment to the Bank's customers as well as MCBL's customers.
+ Conduct post sales service to all clients and real-time escalation of complaints to concerned units.
+ Facilitate collection via ADA, over-the-counter or cheque payments.
+ Conduct regular leads planning with BM to be able to generate quality sales leads.
+ Other relevant task/s that may be assigned from time to time.
**Required Qualifications:**
+ Candidate must possess at least a Bachelor's/College Degree
+ Work experience in bancassurance sales is highly preferred for this position but those with sales and customer service experience gained from banking, transport, pharmaceutical, FMCG, hospitality and IT industries are also encouraged to apply.
**Preferred Qualifications:**
+ Must be self-driven and highly motivated
+ Personable, with good interpersonal and communication skills
**_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.
**Acerca de Manulife y John Hancock**
Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite .
**Manulife es un empleador que ofrece igualdad de oportunidades**
En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.
Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a .
**Modalidades de Trabajo**
Híbrido

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 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.
+ 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's Branch Managers and staff. It is an integral part of MCBL's commitment to the Bank's customers as well as MCBL's customers.
+ Conduct post sales service to all clients and real-time escalation of complaints to concerned units.
+ Facilitate collection via ADA, over-the-counter or cheque payments.
+ Conduct regular leads planning with BM to be able to generate quality sales leads.
+ Other relevant task/s that may be assigned from time to time.
**Required Qualifications:**
+ Candidate must possess at least a Bachelor's/College Degree
+ Work experience in bancassurance sales is highly preferred for this position but those with sales and customer service experience gained from banking, transport, pharmaceutical, FMCG, hospitality and IT industries are also encouraged to apply.
**Preferred Qualifications:**
+ Must be self-driven and highly motivated
+ Personable, with good interpersonal and communication skills
**_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.
**Acerca de Manulife y John Hancock**
Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite .
**Manulife es un empleador que ofrece igualdad de oportunidades**
En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.
Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a .
**Modalidades de Trabajo**
En la oficina