Insurance Financial Advisor

About the role

Manulife Myanmar, a subsidiary of Manulife Financial, is hiring a full-time, on-site Insurance Financial Advisor based in Yangon. The advisor meets with clients to understand their financial goals and recommends suitable insurance and investment solutions.

Key responsibilities

• Conduct financial and retirement planning consultations
• Explain policy features and benefits
• Prepare customized proposals and assist clients with policy applications and claims-related queries
• Maintain ongoing client relationships, track changing needs and review financial plans regularly
• Collaborate with internal teams and take part in training and development programs
• Follow regulatory and company compliance standards

Required profile

• Bachelor's degree in Finance, Business, Economics or a related field preferred; professional certifications are an advantage
• Ability to work on-site in Yangon, manage time effectively and act with integrity and professionalism
• Proficiency in English and local languages, and familiarity with the Myanmar financial services market, are beneficial

Required skills

• Financial planning and retirement planning
• Finance and investments knowledge
• Understanding of insurance principles and products
• Sales, negotiation and presentation skills, with strong communication and client relationship management