Insurance Specialist
Job Location:
Monthly Salary:
Posted:
Application Deadline:
Vacancies:
Job Summary
1) Private Bank Coverage & Collaboration
Partner 1:1 with assigned Private Bankers to originate structure and execute insurance cases across a defined HNW/UHNW book.
Participate in joint and individual client meetings to prepare bespoke insurance analyses aligned to the clients total insurance need and longterm goals.
Devise and implement effective strategies to drive sales through a customer-centric lens
Educate private bankers on products planning strategies
Train and enable front office teams on use cases (e.g. legacy equalization keyperson/creditor protection premium financing considerations and pipeline management.
Build and maintain a robust pipeline of qualified leads in collaboration with Private Bankers Investment Counsellors and Relationship Managers to ensure consistent origination tracking and conversion of insurance cases.
Collaborate with marketing or product teams to design and execute targeted campaigns and promotional materials for HNW/UHNW clients segment.
Provide insights and feedback to management on market trends client demand and distribution performance to support continuous improvement initiatives.
2) Client Advisory & Solution Design
Conduct needs based assessments for complex client profiles (entrepreneurs multijurisdictional families family offices) articulating benefits and tradeoffs across protection accumulation and liquidity solutions.
Coordinate with trust/estate practitioners legal and tax advisors (client appointed) to ensure solutions align with structures such as holding companies trusts and foundations.
Prepare clear compliant client materials: proposals illustrations and statement of suitability notes tailored to private banking standards.
3) Risk Conduct & Regulatory Compliance
Operate in strict adherence to DIFC/DFSA regulations data protection requirements and internal policies (including enhanced due diligence for sourceofwealth/sourceoffunds suitability and appropriateness conflicts and recordkeeping).
Ensure CRS/FATCA considerations and crossborder marketing guidance are respected in collaboration with Compliance.
Champion fair customer outcomes and maintain complete and accurate documentation across CRM and policy administration systems.
4) Execution Excellence & After Sales Care
Track leads from the bank partner contact prospects promptly and schedule the first meeting. Update stakeholders regularly using the internal CRM system.
Orchestrate endtoend case execution: onboarding underwriting placement delivery and inforce policy management (benefit changes collateral/financing coordination where applicable claims support).
Monitor inforce performance and policy suitability over time; proactively recommend reviews due to life events liquidity events or structural changes.
Maintain an accurate pipeline and contribute to monthly/quarterly Private Bank business reviews.
Join weekly meetings with the bank partner to review ongoing cases spot issues and find solutions to prevent them from happening again.
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 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 .
Working Arrangement
Required Experience:
IC
Key Skills
- Sales Experience
- Time Management
- Marketing
- Customer Service
- Communication skills
- Retail Sales
- Business Management
- Outside Sales
- Telemarketing
- Insurance Sales
- Medicare
- Phone Etiquette
About Company
Manulife is a leading financial services group. We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions.
