Reporting to the National Vice President, Entrepreneurial Sales Channels, Canada, the External Wholesaler, Guaranteed Wealth Solutions is responsible for driving growth and expanding Manulife's presence across the Entrepreneurial Advisor channel in Ontario.
Working directly with independent financial advisors, you will build strong relationships and help advisors identify opportunities to incorporate Manulife's Guaranteed Wealth Solutions into their practices and client conversations.
This is a highly relationship-driven sales role requiring a strong combination of business development, advisor engagement and solution-based selling. You will bring a strong understanding of the wealth and retirement market, an entrepreneurial mindset and the ability to help advisors identify opportunities to grow their businesses while addressing the evolving wealth, retirement and protection needs of their clients.
Success will be measured through sales growth, the development of new advisor relationships, increased advisor engagement and penetration, and the continued development of strong, productive relationships across the territory.
Position responsibilities: - Develop and execute a territory sales and business development strategy for Guaranteed Wealth Solutions within the Entrepreneurial Advisor channel.
- Deliver against ambitious sales targets and annual production goals.
- Build new relationships with advisors while deepening and expanding existing relationships across the territory.
- Develop a strong understanding of the advisor landscape, identifying high-potential advisors and practices and developing targeted strategies to grow Manulife's share of their business.
- Position Manulife's Guaranteed Wealth Solutions through needs-based, solution-oriented sales conversations.
- Help advisors identify opportunities within their practices and client base related to wealth accumulation, retirement planning, income and guarantees.
- Bring advisors new ideas, insights and strategies to help them grow their businesses and better serve their clients.
- Deliver compelling advisor presentations, educational sessions, webinars and client-facing seminars.
- Partner closely with the Internal Wholesaler and broader sales team to identify opportunities, increase advisor engagement and drive sales.
- Build strong relationships across Manulife, partnering with distribution, product, marketing and other teams to bring the best of Manulife to advisors.
- Maintain consistent virtual and face-to-face engagement with advisors and effectively manage sales opportunities and activity using Manulife's contact management systems.
- Share successful sales approaches, market insights and business development strategies with peers and partners.
- Represent Manulife at advisor conferences, industry events and other channel activities.
- Travel regularly throughout the territory and be available for evening and weekend advisor events.
Required qualifications: - Post-secondary degree or diploma in business, finance, economics or a related field, or an equivalent combination of education and relevant experience.
- 5+ years of demonstrated success in financial services sales, wholesaling, business development or a related advisor-facing role.
- Strong understanding of the Canadian financial services industry, advisor distribution and the needs of independent financial advisors.
- Experience selling or supporting wealth, investment, insurance, retirement or guaranteed wealth solutions.
- Strong knowledge of investment and retirement markets, with the ability to translate complex product concepts into compelling advisor and client solutions.
- Successful completion of IFIC, CSC or other relevant industry education or accreditation.
- Demonstrated ability to build relationships, develop new business and deliver against ambitious sales targets.
- Highly motivated, entrepreneurial and comfortable operating in a fast-paced, growth-oriented environment.
- Strong organizational, territory management and business planning capabilities.
Proven strengths in- Relationship development and consultative selling
- New business development and prospecting
- Strategic territory and business planning
- Advisor engagement and influence
- Solution-based selling
- Presentation and facilitation
- Negotiation and decision-making
- Creative and commercially oriented thinking
- Collaboration across teams and functions
- Strong communication and listening 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.
We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.
