Work content and requirements:
Job tasks:
1. Business operation and target management: 1) undertake the overall operating indicators of the branch's high-net worth business, complete the target disassembly and institutional Tracking Review; Carry out business and market analysis, identify opportunities and gaps, and formulate landing promotion strategies; 2) Take the lead in promoting the sales of high-value products, depositing practical cases of high-end business, building replicable methodology, and creating an atmosphere for the development of high-net worth business in branches.
2. Marketing activities and project operation: 1) build a branch's high-net worth business channel marketing support system, coordinate the overall planning and resource coordination of high-end salons and wealth lectures, and participate in the keynote speaker in key sessions; 2) Promote the qualification and Realization of rights and interests of elite/Senior/senior home office partners, and promote the achievement and landing of high-end business competitions and special high-end business activities of the head office and branches.
3. Team cultivation and professional empowerment: carry out high-end business training, guidance and empowerment for individual insurance channel teams; Responsible for the development of high-end business coursewares, TTT teaching and training, and improving the ability of internal lecturers; 2) Focus on the training of high-quality new people, cooperate to promote the recruitment project of home run partners, and continue to improve the professional level of high-net worth customers in the channel team.
4. Support for large orders and insurance fund business: 1) coordinate the support for large orders of high-net worth customers to accompany visits and talks, focusing on promoting the landing of insurance fund trust business; Organize large order discussions, coordinate underwriting communication, follow up the policy process, and improve the efficiency of large order underwriting; 2) Guide business partners to complete the production of wealth planning proposals and the presentation of customer plans.
5. High customer service system construction: build the branch's high customer standardized service process, covering the whole process of customer operation, and empower the front-line team to standardize the high customer operation.
6. Internal and external coordination and business reporting: 1) docking with institutional management, participating in business meetings, integrating internal and external resources to promote the development of high-end business; 2) Follow the SOP of the headquarters, do a good job in the docking, business reporting and data submission of the total and sub lines, and participate in relevant discussions and exchanges.
7. Compliance risk control: implement compliance and anti money laundering related management requirements; Identify business risks and hidden dangers, report them in time and put forward rectification suggestions.
8. Complete other tasks assigned by superiors
Code of conduct:
1. Comply with the rules and regulations formulated by the regulatory authorities;
2. Abide by the rules and regulations formulated by the company;
3. Abide by the business operation process formulated by the company or its department;
4. Conduct conforms to national laws, the company's code of professional conduct and ethics and the relevant provisions of the company's compliance department;
5. Be honest and honest, and do not provide false financial bills or materials to the company;
6. Keen risk control and compliance awareness.
Conditions of employment:
Knowledge/skills/Education
1. Bachelor degree or above, major in finance, economics, insurance, financial management and other related fields is preferred.
2. 5 years or more working experience in the insurance industry, familiar with the operation mode of individual insurance channels;
3. 3 years or more experience in promoting, training and enabling high-net worth large single business or team management;
4. Understand the wealth planning logic of high-net worth customers, and be familiar with high-value products such as lifelong life insurance, annuity and insurance trust;
5. Have the ability of curriculum development and TTT teaching, and can independently complete training and give lectures in Gaoke salon;
6. Master the practical skills of large order escort, customer KYC, demand mining and scheme presentation;
7. Have practical experience in insurance trust, home run business and Gaoke salon;
8. Experience in branch/institutional business management is preferred
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.
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 hr@manulife.com.
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