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Job Title :
Manulife Relationship Manager
Job ID :
Category :
Sales Group
Location :
, US
Job Type :
Full Time
Posted On :
Job Description :

Key Purpose

  • Follow up on prospective leads generated from the company digital platform with the purpose of selling to the prospect’s insurance needs
  • Perform post sales servicing for customers (e.g. assist in claims filing, change requests)
  • Perform annual insurance review and update Risk Profile Questionnaire (if applicable) for customers

Key Duties

  • Contact and approach leads based on interest indicated ( through digital platform )
  • Perform fact finding on prospect to finalize insurance needs and to present appropriate product solution for prospect consideration
  • Complete all necessary documentation to assist prospect in application for insurance
  • Where necessary, help coordinate with prospect to complete medical check-up
  • Keep up to date on industry and regulatory developments through meetings, briefings, trainings, memo and self-learning.


  • Bachelor's degree
  • Age between 26-35 years old
  • Experience working in sales, service or hospitality industry (e.g. hotel front desk, restaurant, salesperson)
  • Basic knowledge of life insurance is a plus
  • Candidates with a Single License are highly favored

Sales Group
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