External Wholesaler Canada Insurance

Manulife Financial; Electoral Area A; Hybrid; CAD 70,000 - 110,000; Full time

Job summary

Manulife Financial’s Retail Markets unit seeks a regional wholesaler to support life and living benefits sales by advising advisors, delivering product training, and developing field marketing plans across the BC territory.

Reporting to the Regional Vice President, Individual Insurance Sales, you will build strong relationships with key intermediaries, execute 90‑day growth initiatives and collaborate with product and marketing teams to drive profitable, sustainable growth.

Qualifications

• Previous industry sales experience must be demonstrated.
• 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

• Proactively identify opportunities to generate profitable growth.
• Develop and execute 90 Day and annual business 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 and provide product training, case consultation, and sales support as required.
• Develop effective and professional working relationships with other Manulife field partners.

Skills

Sales experience

Education

University Degree or equivalent industry experience

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 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.

關於宏利和恒康

宏利金融公司是一家業界領先的國際金融服務商，致力於幫助人們實現「輕鬆投資理財，樂享豐盛人生」。若要進一步了解我們，請瀏覽https://www.manulifeim.com/institutional/tw/en。

宏利是平等機會僱主

在宏利／恒康，我們擁抱多元。我們致力於吸引、培養及挽留和所服務客戶同樣多元的員工，並從而營造包容的工作環境，接納文化和個體差異。我們矢志維持公平的招聘、挽留、晉升及薪酬制度，我們管理的所有實踐及項目不會因種族、血統、原籍地、膚色、族裔、國籍、宗教或宗教信仰、信仰、性別（包括懷孕及其相關情況）、性取向、遺傳特徵、退伍軍人身份、性別認同、性別表達、年齡、婚姻狀況、家庭狀況、殘疾或受適用法律保護的任何其他因素而區別對待。

我們的首要任務是消除障礙，為員工提供平等就業機會。人力資源部代表將盡力為應徵過程中提出要求的申請人提供合理協助。申請人要求提供協助所分享的信息將會按照適用法律及宏利／恒康政策儲存及使用。應徵過程中如需協助，請聯絡 [e-mail]。

Working Arrangement

遠端工作

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.