External Wholesaler Canada Insurance

Manulife Financial; Canada; Hybrid; CAD 80,000 - 110,000; Full time

Job summary

Manulife Financial is seeking a wholesale specialist to drive sales of individual life and living benefits by supporting advisors across the territory. You will coordinate with product and marketing teams to deliver effective sales strategies and professional training, while building strong relationships with field partners.

The role requires field presence, plan development, and proactive collaboration to grow business in Canada.

Qualifications

• Previous industry sales experience.
• University Degree or equivalent industry experience.
• Knowledge of 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.

Responsibilities

• Identify opportunities and drive profitable growth in the territory.
• Develop and execute 90-day and annual business development plans.
• Provide product training, case consultation, and sales support to advisors and intermediaries.
• Manage relationships with key advisors and other Manulife partners.
• Maintain daily activity records and conduct sales meetings and seminars with advisors.

Skills

Sales experience

Advisor relationship management

Communication skills

Education

University degree or equivalent industry experience

Professional designations: CLU, CFP, CH.F.C.

Job description

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.

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 skillss
• 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.

マニュライフとジョン・ハンコックについて

マニュライフ・ファイナンシャル・コーポレーションは、「あなたの未来に、わかりやすさを」を提供する、国際的な大手金融サービスプロバイダーです。当社について詳しくは、 https://www.manulife.co.jp/lをご覧ください。

マニュライフは機会均等を是とする雇用主です

マニュライフ/ジョン・ハンコックでは、多様性を受け入れます。私たちは、サービス提供先であるお客さまと同様に、多様な人材を引きつけ、育成し、定着させ、文化や個人の力を受け入れる包括的な職場環境を促進するよう努めています。当社は公正な採用、定着、昇進、報酬に努めています。当社のすべての慣行およびプログラムは、人種、祖先、出身地、肌の色、民族的出自、市民権、宗教または宗教的信念、信条、性別（妊娠および妊娠関連の状態を含む）、性的指向、遺伝的特徴、退役軍人としての地位、性自認、性に関する表明、年齢、婚姻状況、家族状況、障害、または適用法で保護されるその他の要因に対する一切の差別を行うことなく管理されます。

雇用への平等なアクセスを提供するために、障壁を取り除くことが当社の優先事項です。人事担当者は、応募者が応募プロセス中に合理的配慮を要求する場合に協力します。配慮要求のプロセス中に共有されるすべての情報は、適用される法律およびマニュライフ/ジョン・ハンコックのポリシーに準拠した方法で保存および使用されます。申請プロセスにおいて合理的配慮を要求するには、[e-mail]までご連絡をお願いします。

Working Arrangement

在宅勤務

Salary & Benefits

Employees 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 [e-mail] 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 [e-mail] 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.