Besides the needs of accumulation, investment and financial protection, more and more customers are interested in long-term financial planning, asset management and preparing for important goals in the future. This trend also poses new requirements for the role of financial - insurance consulting teams.
Financial demand is entering a new phase
Although not yet a high-income country, Vietnam is in the group of fastest growing economies in the region in recent years. Average per capita income has continuously improved, creating a foundation for the expansion of the middle class and the wealthy customer group.
This leads to an increasing demand for financial planning and asset management solutions. Besides investment or financial protection goals, many customers today are also interested in preparing for children's education, pension planning, asset preservation and asset transfer to the next generation.
In that picture, life insurance is considered one of the important components of a comprehensive financial plan. However, according to data from the Vietnam Insurance Association, by the end of 2025, the rate of people participating in life insurance only reached about 11.7%.
The gap between the increasing demand for financial planning and the relatively low level of participation shows a very large development potential for the life insurance industry as well as the professional financial - insurance consulting team in the coming years. This is also the context for Manulife Vietnam to implement the "Green Phu Quy Ambassador" team development program, aiming to build a generation of professional consultants, meeting the increasingly diverse needs of the market.
Advantages of experienced people in the field of finance and services
Along with the increase in the level of understanding and expectations of customers, the requirements for consultants are also increasing. Besides product knowledge, today's customers appreciate the consultant's ability to understand needs, build trust and long-term companionship in achieving important financial goals.
People with experience in the fields of finance, banking, securities, real estate, asset management or high-end service industries often possess many advantages to develop in the profession. This is a group of personnel who are familiar with building and maintaining customer relationships, have consulting experience based on actual needs, and possess a professional working style and customer-centered thinking.
In addition, a foundation of financial knowledge and experience working with diverse customer groups helps them quickly adapt to new roles when they are well-trained in insurance, financial planning and asset management.
Green Ambassador Phu Quy: Journey to develop a team of professional consultants
Designed specifically for candidates who want to develop their careers in a professional and sustainable way, the "Green Phu Quy Ambassador" Financial - Insurance Consulting recruitment program focuses on supporting candidates in the career transition phase and building comprehensive consulting capacity.
Candidates participating in the program are financially supported for the first 90 days to reduce pressure when starting a new journey. At the same time, they participate in in-depth training programs on insurance, financial planning and asset management, helping to improve consulting capacity according to increasingly high market standards.
In addition, the program also equips the consulting team with a modern technology ecosystem and AI tools to support customer needs analysis, prepare consulting plans and improve work efficiency.
Another important difference is the orientation of building a personal brand for each consultant. Instead of focusing only on short-term business results, the program aims to help consultants develop the image of professional financial consultants, thereby building long-term reputation and sustainable careers.
Phu Quy Green supports meeting long-term financial planning needs
In addition to the training and team development program, consultants participating in the program are also equipped with the new generation Green Phu Quy unit-linked insurance solution, thereby having more tools to support customers in building long-term financial plans and asset management.
As financial conditions are increasingly improved, many customers are not only interested in financial protection against risks but also want to build long-term plans to accumulate, develop and transfer assets to the next generation. Phu Quy Green is designed to meet those goals by combining financial protection and long-term investment in the same solution.
Ms. Tina Nguyen, General Director of Manulife Vietnam, shared: "The need for financial planning and asset management in Vietnam is entering a new phase. This requires a consulting team not only to understand the product but also to be able to accompany customers in long-term financial decisions.
With the ‘Green Ambassador of Phu Quy’ program, we want to develop a more professional and well-trained generation of consultants to bring more value to customers. We believe that the future of the insurance industry will belong to consulting teams capable of building trust and long-term companionship with customers”.
The "Green Phu Quy Ambassador" Financial - Insurance Consulting Recruitment Program is one of Manulife's steps to contribute to building a new generation of financial - insurance consultants, meeting the increasing financial planning and asset management needs of Vietnamese people.
