Become our financial planner

A career in financial planning

As a professional financial planner, you serve the important role of a lifelong partner to your customers. You have to appreciate the needs of your customers and tailor-make comprehensive schemes and prepare contingencies to help them achieve their goals.

Our Success Stories

Financial planners can follow a bright career path through a suite of products and professional training programs.

Our unique 3-step approach to financial planning

Putting customers first is our service philosophy; stringent and professional core principles are put into practice when formulating financial planning solutions. Our pioneering and unique 3-step approach to financial planning ensures that services and products fully meet the genuine needs of our customers.

Connect

It all begins with our customers. When we welcome customers to Manulife, our first priority is getting to know them, and understanding their dreams and goals. We listen closely and take time to understand their complete financial picture. This allows us to determine the best way to serve them.

Customize

After understanding our customers’ needs, expectations and goals, we prepare a customized plan for their future. Then, we recommend insurance and wealth solutions to help bring their dreams to life.

Grow

We are with our customers every step of the way, offering guidance, tracking their progress and keeping them in control of their financial future. We make sure that customers know how their plans are working. We regularly review the progress against their goals and recommend changes whenever necessary.

Market opportunities

Be a professional financial planner, and benefit from opportunities in the industry:

Manulife boasts a multifaceted MPF platform that offers a variety of featured funds, helping you benefit from opportunities arising from the Employee Choice Arrangement and fully expanding your customer base.

Manulife holds regular career seminars to familiarize aspiring financial planners with the industry. Prominent guest speakers and high-flying managers are invited to share career insights.

Date: 4th January 2023 (Wednesday)

Time: 7:00p.m. - 8:30p.m.

Location: Meeting Room N201, HKCEC

Career Seminar

Manulife holds regular career seminars to familiarize aspiring financial planners with the industry. Prominent guest speakers and high-flying managers are invited to share career insights.

Date: 4th January 2023 (Wednesday)

Time: 7:00p.m. - 8:30p.m.

Location: Meeting Room N201, HKCEC

Our Programs

Career of Excellence and Opportunities (C.E.O.) Pogram

Manulife’s Career of Excellence and Opportunities (C.E.O.) Program is a career development platform especially tailored to those who aspire to a successful career and future leadership positions.

Learn more

Manulife IANG Talents (M.I.T.) Program

Manulife IANG Talents (M.I.T.) Program is a career development platform tailored especially to non-local graduates who aspire to future leadership positions.

Learn more

University Program

Manulife has been dedicated to developing university students as professional financial planners through the ManuLeader Development Program (MDP). Each year, seasoned practitioners from all walks of life are invited to pass on practical knowledge and techniques. Through lessons, activities and competitions, students can cultivate their leadership skills and train to be team players.

More details about financial planner

Charting your own development

Manulife offers two distinct career paths and a clear route for career advancement. Allowing you to unleash your potential and play to your strengths, our career development paths ensure that you can map out an ideal career in line with your personal goals.

Agency manager

As an agency manager, you have to demonstrate excellent abilities as a leader and team player. Apart from setting the business goals of your subordinates and managing their work, you have to guide and motivate new recruits, serving as a professional mentor in their career development.

Financial planner

Manulife also offers a clear and transparent career development path for financial planners. As long as you can meet the specified performance requirements, you will receive opportunities for promotion and rewards for your effort.

Generous rewards and recognition

In addition to basic income and remunerations, as well as commissions, bonuses and other benefits, Manulife boasts a series of reward schemes to reward top-performing financial planners and agency managers, as well as overseas conferences held around the world to showcase outstanding business achievements.

Prestigious MDRT membership

Top-notch financial planners even stand a chance to shine overseas by winning international awards and accolades. To ensure your continued improvement as a Manulifer, we will provide multi-dimensional support, aiming to help you rank among the global elite in the financial planning industry by achieving the internationally acclaimed status of a Million Dollar Round Table (MDRT) member.

Over 1,000 Manulifers qualified for the prestigious MDRT membership in 2018.

MDRT members celebrated their achievement at the 2019 RTC AGM.

Elites from Manulife achieved outstanding results in the GAMA Awards 2019.

Group Photo at 2018 Moscow Conference.

Participants enjoyed the fabulous programs of the 2018 Barcelona Elite Conference.

Manulifers dressed in kimono celebrating their achievements at the 2019 Fukuoka Conference, Japan.

Attractive commissions

First-year and renewal commissions.

Additional benefits

Group life insurance, group medical insurance, agent bonus plan , life and disability insurance protection, low-interest mortgage

A career platform with holistic support

Manulife offers abundant resources and comprehensive support to help you rank among the elite of the industry and attain membership in the globally recognized Million Dollar Round Table (MDRT).

Professional training

Manulife has been recognized as the “Company for Financial Planning Excellence” in the insurance category at the SCMP/IFPHK Financial Planner Awards for 10 consecutive years¹. The award is proof of our achievements and sustained efforts in nurturing professional financial planning talents. Our specific professional training courses aim to help you pave a smooth career path.

License Training
Fulfill all the necessary licensing requirements for becoming a professional practitioner of financial planning.
Initial Training Course
Learn comprehensive financial planning skills and become a practiced user of Manulife’s pioneering financial planning tools.
90 Days Sustain Program
Hone your professional skills and work efficiency to attain personal career goals.
Wealth Management & Financial Planning Training
Become a "retirement solutions expert" through advanced training.
Comprehensive Financial Planning
Put your comprehensive financial planning skills into practice under the guidance of veteran planners and compete for financial planner awards.
Workshops and Seminars
Share knowledge with your peers and learn the latest industry developments and updates.

Comprehensive range of financial planning products

Catering to the needs of individual and corporate customers, Manulife offers a wide range of products and customer promotions. You can flexibly mix and match products suitable to design integrated solutions tailored to customers’ requirements, thereby expanding your customer base across different market segments.

Solutions for individuals

Famed for their variety and innovation, Manulife’s range of products spans various categories, including life insurance, daily protection, retirement planning and financial planning. They are highly responsive to market trends while remaining aligned with the needs of individual customers, providing you with the advantages you need to extend your customer outreach.

Solutions for corporate clients

As one of the largest MPF service providers in Hong Kong, Manulife’s MPF platform hosts a series of themed funds and pioneered the Privileged Rates Program based on the Employee Choice Arrangement. Coupled with other excellent financial planning solutions, such as group insurance and medical insurance, these solutions enable you to build your customer base with ease.

State-of-the-art technological support

Manulife devotes huge efforts to developing innovative electronic tools and platforms for financial planners to keep abreast of market developments and enhance their service efficiency. With mobile applications and computer software embedding market information and visual support, you can:

Respond to customer requests anytime, anywhere, and increase customers’ confidence in your professional standing;
Simplify and streamline the process of sophisticated financial analysis to raise productivity; 
Keep up with market dynamics and adapt to the industry’s latest developments.

Integrated support

To further enhance your efficiency, we will provide comprehensive support and all-round resources, including sales support by professional financial planning teams and professional advice on the design of financial planning solutions by internal underwriting specialists.

Financial planning - all you need to know

What is financial planning, and does it mean selling insurance products?

Financial planning is the process of achieving your life goals through proper management of your finances. At Manulife, we put customers first. We have developed a unique three-step approach to financial planning: Connect, Customize and Grow. Manulife Financial Planners have to understand the needs of their clients, so that they can tailor-make comprehensive and suitable plans.

Will it be very difficult for new recruits to expand their customer base?

Manulife is one of the largest MPF providers in Hong Kong, offering an ideal platform for getting in touch with more customers. What’s more, through professional and award-winning training, including small-class teaching, role playing and follow-up training, we transfer professional knowledge and skills step by step to help new recruits start from scratch and steer a steady course forward.

I don’t know a lot of people. Am I suitable for this industry?

Many newcomers worry about being turned away by potential customers or about meeting new people. Don’t worry though, as you’ll not only benefit from sales training from Manulife, but also best-practice sharing from your own team. Managers provide one-on-one guidance, or may even accompany you when you pay customers a visit. If you are interested in joining Manulife, we are happy to provide the internationally recognized Personal Orientation Profile (POP™) test, helping you understand whether you are suitable for this career.

As a financial planner, will my income be unstable?

Being a financial planner is like starting your own business, where you can arrange your own work schedule. Your income potential as a financial planner is based on your performance and can be extremely competitive compared with other professions. Our career development path is very transparent, with promotions earned once you achieve designated targets.

Will a career in financial planning involve working long and irregular hours?

Embarking on a career in financial planning is like running one’s own business; you are no longer a “wage earner” with fixed working hours. Financial planners arrange their own work schedules and work at their own pace.

Kick-start a career in financial planning with us

¹_{Source of information:}_{Manulife celebrates a decade of financial-planning excellence as it wins "Company for Financial Planning Excellence of the Year" for 10 years running}

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