External Wholesaler

Manulife; Remote; CAD 30,000 - 60,000; Full time

Job summary

A financial services provider in Alberta is seeking a Wholesaler to support sales of individual life and living benefits insurance. The role involves developing relationships with financial advisors, providing sales and product support, and executing business development strategies. The ideal candidate has previous sales experience, a related university degree, and knowledge in taxation and financial planning. This position offers a dynamic work environment with a focus on innovation and service.

Benefits

Flexible work environment

Support for personal growth

Qualifications

• Previous industry sales experience is essential.
• Must have a university degree or equivalent education.
• Knowledge of personal and corporate taxation is required.

Responsibilities

• Identify opportunities to generate business growth.
• Develop business development plans and execute them.
• Provide product training and consultation to advisors.

Skills

Sales experience

Knowledge of financial planning

Strong communication skills

Consulting skills

Education

University Degree or equivalent industry education

Job description

Overview

Manulife Financial’s Retail Markets business unit is a leading provider of investment and insurance solutions that meet the diverse financial needs of Canadian families. In collaboration with independent financial advisors across the country, we offer a suite of innovative wealth and protection solutions, including: segregated funds, mutual funds, annuities, guaranteed interest contracts, individual life insurance and one of the most comprehensive living benefit portfolios in the industry which includes critical illness, long-term care and disability products. Are you looking to join a team that is recognized for innovation, excellence and industry-leading service?

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.

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 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 and seminars with advisors and intermediaries to train them on Manulife products, service offerings and approved sales concepts, and 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 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 education
• Knowledge and expertise in personal and corporate taxation and financial planning
• Attained or working on relevant professional designations (CLU, CFP, and CH.F.C.)

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.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider. For more information, visit the Manulife site at www.manulife.com.

Equal Opportunity Employer

Manulife/John Hancock embraces diversity and fosters an inclusive work environment. We are committed to fair recruitment, retention, advancement and compensation, and we administer all practices without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other protected characteristic. A Human Resources representative will assist applicants requesting reasonable accommodation during the application process. To request an accommodation, contact [e-mail].

Working Arrangement

Remote

Salary & Benefits

Salary will vary based on local market conditions and factors such as knowledge, skills, qualifications, experience, and education/training. Employees may participate in incentive programs. For more information, contact [e-mail].