Insurance Professional

Company Description Manulife Financial Corporation is a leading international financial services provider headquartered in Toronto, Canada, operating as Manulife across Canada and Asia and primarily as John Hancock in the United States. The company delivers financial advice, insurance, and health solutions to individuals, groups, and businesses, as well as global investment and retirement plan services through Manulife Wealth & Asset Management. With more than 37,000 employees, over 106,000 agents, and thousands of distribution partners, Manulife serves over 37 million customers in 25 markets worldwide, including the Philippines. Manulife is publicly traded on multiple stock exchanges, including Toronto, New York, Hong Kong, and the Philippine Stock Exchange, reflecting its strong international presence. Applicants joining Manulife Philippines become part of a global organization focused on being the number one choice for customers and delivering long-term financial security.

Role Description This full-time Insurance Professional role is based in Makati and follows a hybrid work arrangement, combining on-site and work-from-home flexibility. The Insurance Professional will provide financial and insurance advice to individual and corporate clients, helping them assess needs and recommend appropriate life, health, and investment-linked solutions. Daily responsibilities include meeting with clients (in person and virtually), conducting financial needs analysis, preparing proposals and policy illustrations, and assisting customers with applications, underwriting requirements, and policy servicing. The role also involves collaborating with internal teams and distribution partners, maintaining accurate records in compliance with company and regulatory standards, and proactively engaging in client retention and portfolio reviews. Ongoing activities include staying updated on Manulife products, market trends, and regulatory changes, and participating in training and development programs to enhance professional capabilities.

Qualifications

• Strong foundation in Insurance and Insurance Brokerage, with the ability to explain coverage, benefits, and policy terms clearly to clients.
• Knowledge of Finance, including basic financial planning principles, risk management, and investment concepts relevant to insurance products.
• Excellent Communication and Customer Service skills, with the ability to build trust, manage client expectations, and handle inquiries and concerns professionally.
• Ability to work effectively in a hybrid environment, demonstrating self-management, time management, and accountability for both on-site and remote work.
• Relevant bachelor's degree (e.g., Finance, Business, Economics, Management, or related field) or equivalent professional experience in insurance or financial services.
• Sales or advisory experience in insurance, banking, or financial services is highly beneficial, along with familiarity with local regulatory and compliance requirements.
• Proficiency in basic office and digital tools (e