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Job Title :
Existing Client Sales Officer
Job ID :
Category :
Sales Group
Location :
PHHO-Manulife Philippines, Makati City PH
Job Type :
Full Time
Posted On :
Job Description :

Are you looking for unlimited opportunities to develop and succeed?  With work that challenges and makes a difference, within a flexible and supportive environment, we can help our customers achieve their dreams and aspirations.

Job Summary:

This position is responsible for generating incremental sales and deepening of agent-client relationship with existing policy holders of Manulife Philippines. The incumbent will support in the implementation of ECS programs so as to strengthen relationships between our Insurance Advisors and policyholders. The role will work closely with Sales Management Team, Products, Business Quality, Information Systems and other support departments to generate opportunities for cross-sell/up-sell and develop higher level of repeat sales. 
  • Implementation of Existing Client Sales campaigns and programs, such as Activ8 and GOLD to generate incremental sales from existing policyholders. 
  • Coordinate with Sales Management Teams to ensure proper implementation of programs and action plans on all sectors/territories nationwide.
  • Work closely with Products, Business Quality, Information Systems and Agency Analytics on the preparation of metrics and regular sales management report to measure and drive success of initiatives and conversion efforts.
  • Work with Client Services, Office Development Services and other support teams to ensure all notification schemes are executed properly
  • Prepare and release regular reports to Sales Management Team to aide in driving the initiatives
  • Conduct of  activities to improve agents’ awareness, increase number of appointments and number of converted repeat sales



  • College graduate of a 4-year Business Course 
  • Three years or more work related experience gained from an insurance or financial services company 
  • Excellent customer service orientation 
  • Excellent communication skills (verbal and written)
  • Strong business orientation
  • Personal qualities of integrity, credibility and strong work ethic 
  • Good analytical and problem solving skills
  • Excellent interpersonal skills and highly flexible
  • Strong presentation/floor skills

We want to establish a culture to cross sell/up sell to existing policyholders as technically, it is easier to sell to existing clients as they are already believers of the company and our products.
  • Take advantage of our clients with maturing policies who are entitled to receive benefit payout by encouraging them to reinvest the funds that they will receive from maturities.
  • Encourage clients with capacity to pay whose policies will become fully paid up to get additional coverage in order to replace lost premium from FPUs.
  • Maximize our agents’ non-medical authority limit, which is the highest in the industry and utilize our forward underwriting capability.  Agents may offer our qualified clients, selected products which can generate better returns and revenues.
Position Dimensions (Organizational Impact):
  • Annually, we have a significant number of clients whose policies will either mature or become fully paid up, and clients qualified under forward underwriting initiative. For 2016 alone, we have around 15,000 clients we can tap as possible source of new business.
  • These leads can generate potential APE production of Php. 644 Million
  • There are around 2,500 insurance advisors being monitored and trained to bring their repeat sales to a higher level.
  • Existing Client Sales contributes to the achievement Agency’s APE targets as it can practically generate 20% of the total Agency APE production.

About Manulife

Manulife Financial Corporation is a leading international financial services group that helps people achieve their dreams and aspirations by putting customers' needs first and providing the right advice and solutions. We operate as John Hancock in the United States and Manulife elsewhere. We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions. At the end of 2016, we had approximately 35,000 employees, 70,000 agents, and thousands of distribution partners, serving more than 22 million customers. At the end of 2016, we had $977 billion (US$728 billion) in assets under management and administration, and in the previous 12 months we made almost $26 billion in payments to our customers. 

Our principal operations are in Asia, Canada and the United States where we have served customers for more than 100 years. With our global headquarters in Toronto, Canada, we trade as 'MFC' on the Toronto, New York, and the Philippine stock exchanges and under '945' in Hong Kong.

Manulife is committed to supporting a culture of diversity and accessibility across the organization.   It is our priority to remove barriers to provide equal access to employment.  A Human Resources representative will consult with applicants contacted to participate at any stage of the recruitment process who request an accommodation. Information received regarding the accommodation needs of applicants will be addressed confidentially.

Sales Group
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