Reporting to the Regional Vice President, Individual Insurance Sales, the wholesaler will be accountable for providing case consultation, sales, product and marketing support to select advisors and intermediaries in the territory in order to drive sales of individual life and living benefits insurance.
The incumbent is also responsible for partnering with other wholesalers and insurance product and marketing contacts to develop and grow the business in their respective regions.
Position Responsibilities: - Proactively identify opportunities and activities to generate profitable business growth.
- Develop and execute 90 Day and annual business development plans.
- Assist in developing and implementing strategies designed to provide "best of class" marketing support and new sales ideas and concepts to Advisors.
- Manage relationships with key advisors and intermediaries - including but not limited to proactive contact by providing product training, case consultation, joint field work, sales proposal design and point of sale assistance as required.
- Develop effective and professional working relationships with other Manulife field partners.
- Maintain agreed upon levels of face to face contact with the advisors in the region and record daily activities using the current contact management system.
- Conduct sales meetings & seminars with advisors and intermediaries to train them on Manulife products, service offerings and approved sales concepts, as well as assist them in developing sales opportunities with their client base.
- Develop and maintain the highest level of professional relationships with advisors and all other insurance partners and Head Office partners.
- Be a contact in providing assistance in the resolution of problem situations that may arise with the intermediaries and individuals within the region.
- Develop and share ongoing best practices, sales, marketing and business development ideas and strategies with peers and advisors.
- Represent and promote Manulife in the local financial community by developing strong business relationships with advisors and industry associations.
- Perform front line business risk management function through awareness, support and implementation of compliance and company policies with advisors, including supervision of sales related activities.
Required Qualifications:- Previous industry sales experience
- University Degree or equivalent industry experience
- Knowledge and expertise in personal and corporate taxation and financial planning
- Attained or working on relevant professional designations (CLU, CFP, and CH.F.C.)
- Valid driver's license and access to a vehicle
Preferred Qualifications:- Knowledge of regulatory issues impacting the sale of life insurance
- In-depth knowledge of the sales process
- Expert knowledge of Manulife individual insurance products and systems
- Strong knowledge of marketing concept and product applications
- Basic understanding of regulatory / legal environment and issues
- Strong knowledge of competitive positioning
- Business planning skills
- Consulting and active listening skills
- Facilitation and presentation skills
- Strong verbal and written communication skills
- Self-motivated and strong self-management skills.
- Ability to develop, organize and deliver proposals, business cases, and estate analysis
- Strong influencing and negotiation skills
- High level of inter-personal and relationship building skills.
- Diplomacy and conflict management skills
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.
The role being advertised is an existing vacancy.
Working ArrangementRemote
Salary & BenefitsEmployees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact [redacted] for the salary range for your location.
Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [redacted] for more information about U.S.-specific paid time off provisions.
