WLC-Zhejiang Branch
Manulife — Hangzhou, Zhejiang
Posted 2026-08-05
Key responsibilities: Merit professional empowerment and sales support: focus on the logic of large single development, high-end communication skills, cross-field wealth planning capabilities and other contents, and develop special coursewares and related marketing tools; Promotion of high-value products and atmosphere building: excavate regional high-value products (Leveraged life)/large single cases, refine replicable methodology (such as customer screening, demand mining, scheme presentation), and form a diversified case base; Construction of high-end customer service standardization process: by extracting performance cases and drawing lessons from industry experience, we will build a regional high-end customer service process system, covering the whole process of customer clue identification, demand diagnosis, scheme presentation, underwriting process and after-sales service, and clarify the service content and verification standards of each link Salon speaker and scheme presentation synergy: independently plan and lecture on all kinds of wealth salons for high-end customers, thematic lectures; Work with sales staff to produce and present customized wealth planning proposals. B