We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today.
Working Arrangement
Hybrid
Job Description
The opportunity
The role is customer-focused who provides assistance and support to the sales team by responding to non-policy related inquiries, maintaining sales-related databases and managing sales tracking tools and equipment.
Responsibilities
- Assigned Sales Support coordinator for CBS, WMG and IBS Channels on non-policy related concerns to sales team such as system access relative to technical support, snow ticket filing, new hires set-up tools, FSA DTR for payroll and clearance processing.
- Team Lead on Referrer CAS encoding and bank account numbers of new and existing referrers. Also provides support in the incentive crediting of referrers.
- Handles Replacement of Policy [ROP] concerns and reporting.
- Generates proposal to support for prospective clients (pre-sales support) and submit all necessary reports requested by sales and leaders in a timely and accurate manner.
- Reviews and validates FSA movements for branch transfer assignment both dedicated and clustering FSA mapping.
- Monitors sales team and make sure that they are compliant in any-related internal mandatory Trainings and certification and performs callouts on compliance related issues.
- Supports marketing in the release and pouching of marketing collaterals, awards, tokens, awards certificates, and promo incentives of qualified sales.
- Arranges travel, event place, meeting room and accommodations for sales team and supports sales campaigns, client forums and sales rally.
- Supports and monitors office supplies procurement, purchasing orders, sales tools and equipment, branch furniture and tables in bank branches.
- Deals with any sales inquiries and complaints and resolves the issue as necessary.
How will you create impact
The Sales Support Senior Associate will report to MCBL Head of Business Planning, Performance and Analytics.
The objective is to ensure administrative support is given to the channel partner by responding to non-policy related inquiries, maintenance of sales-related databases and regular tracking of needed sales tools and equipment.
He/ She will support in the branch assignment mapping, reviews and keep track of bank referrers information in CAS system, monitors data relating to sales misconduct and handles Replacement of Policy [ROP] ensuring regular monitoring and reporting of cases to key distributions and take pro-active steps to address concerns and risks.
What motivates you
- You obsess about customers, listen, engage and act for their benefit.
- You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.
- You thrive in teams and enjoy getting things done together.
- You take ownership and build solutions, focusing on what matters.
- You do what is right, work with integrity and speak up.
- You share your humanity, helping us build a diverse and inclusive work environment for everyone.
What We Are Looking For
- B. S Computer Science designation preferred, along with insurance industry experience.
- At least 3 to 5 years of experience in Life Insurance Distribution Function and/or Operations function is required
- Strong organization and project management skills.
- Excellent customer focus and a commitment to quality while still meeting deadlines.
- Results oriented, with the ability to manage competing priorities and projects.
What can we offer you
- A competitive salary and benefits packages.
- A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.
- A focus on growing your career path with us.
- Flexible work policies and strong work-life balance.
- Professional development and leadership opportunities.
Our commitment to you
- Values-first culture We lead with our Values every day and bring them to life together.
- Boundless opportunity We create opportunities to learn and grow at every stage of your career.
- Continuous innovation We invite you to help redefine the future of financial services.
- Delivering the promise of Diversity, Equity and Inclusion We foster an inclusive workplace where everyone thrives.
- Championing Corporate Citizenship We build a business that benefits all stakeholders and has a positive social and environmental impact.
About Manulife And John Hancock
Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as MFC on the Toronto, New York, and the Philippine stock exchanges, and under 945 in Hong Kong.
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 [Confidential Information].
