OneMain Financial Jobs

The Assistant Manager/ Manager plays a pivotal role in delivering a seamless, high-touch experience to HNW clients. The role requires strong coordination, attention to detail, and a client-first mindset to support complex and high-value cases.

Position Responsibilities:

• Serve as the primary point of contact for business partners and distribution channels, ensuring timely, accurate, and high‑quality service delivery.

• Act as a single point of contact for new business and trust‑related cases, managing the end‑to‑end process from application submission through policy issuance.

• Coordinate with business partners, internal operations, HNW underwriters, L&C team, New Business team, and cashier to ensure smooth case progression and timely resolution of issues.

• Collect, review, and validate client information and documentation, ensuring all policy and trust-related submissions are complete, accurate, and compliant with internal requirements.

• Facilitate case issuance, including close follow-up on underwriting requirements and APS reports with clinics.

• Provide case management and administrative support, such as maintaining sales progress reports and monitoring pipeline status.

• Handle internal and external enquiries professionally, providing proactive communication and timely follow-up.

• Act as a key liaison for trust-related matters, supporting preliminary case review, trust structure assessment, and handling of trust documentation.

• Share best practices and support training sessions or briefings for business partners on case management and new business processes.

• Participate in process improvement initiatives and support ad hoc projects as assigned.

Required Qualifications:

• University graduate plus minimum 5 years of experience in life insurance, preferably in HNW segment

• Experience in handling premium financing, trust/ PIC related business, and good understanding of HNW business model

• High proficiency in reading and writing English

• Good communication and presentation skill

• Customer-orientated service

• Strong sense of ownership and attention to details

• Good command of spoken and written English and Chinese

• Good PC skills including MS Word, Excel, and Power Point

When you join our team:

• We’ll empower you to learn and grow the career you want.

• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.

• As part of our global team, we’ll support you in shaping the future you want to see.

Acerca de Manulife y John Hancock

Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite http://www.manulife.com .

Manulife es un empleador que ofrece igualdad de oportunidades

En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.

Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a hr@manulife.com .

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