“An adviser is often the people our clients interact with most, so it’s important they have a favorable experience. That’s why we invest in our advisers, to give them the world-class knowledge and tools they need to better serve their clients,” said Rogie Bertol, Senior Assistant Vice President and Head of Agency Training and Development, Manulife Philippines.
Manulife Philippines is celebrating its insurance advisers attaining an internationally-recognized standard for client care and service. More than 30 Metro Manila-based advisers were awarded the Registered Financial Consultant (RFC), a global certification set by the International Association of Registered Financial Consultants (IARFC), the worldwide association for financial planners, based in Ohio, U.S.A.
The advisers studied for the qualification at the Manulife Learning and Development Center in Chatham House, Makati City. Key topics included financial planning, risk management, education and estate planning, retirement and tax planning. All courses are taught by RFC-certified faculty, following the rigorous international curricular program of the IARFC.
Mr. Ryan Charland (center, seated), President and Chief Executive Officer of Manulife Philippines, is joined by members of Manulife Philippines Agency Training and Development Department (ATDD) at the Manulife Philippines headquarters in Makati City. Others in photo are Ms. Rogie Bertol, Senior Assistant Vice President and Head of Training, Manulife Philippines ATDD (seated, 4th from left) and Mr. David Grant, Senior Vice President and Chief Agency Officer, Manulife Philippines (seated, 4th from right)
“We also realize that client relationships operate on trust, not just good technical knowledge. We help make sure our advisers understand this by emphasizing Manulife’s core values through the acronym PRIDE: Professionalism, Real value to customers, Integrity, Demonstrate financial strength and becoming an Employer of choice,” added Rogie Bertol.
After the success of the initial training session, a second in-house RFC conversion course will be conducted in Cebu City for Visayas-based Manulife Philippines insurance advisers this month.
To learn more about how to build a successful career in life insurance at Manulife Philippines and help other Filipinos protect their future, call (02) 884-7000, e-mail email@example.com or contact a Manulife Philippines insurance adviser at any of over 30 Manulife branch offices nationwide.