External wholesaler canada insurance

Société Financière Manuvie; Montreal (administrative region); Remote; CAD 65,000 - 100,000; Full time

Job summary

Manulife Financial is seeking a Wholesale Insurance Sales Specialist to support advisors across Canada in selling individual life and living benefits products. Reporting to the Regional VP, Individual Insurance Sales, you will drive sales growth and provide product, training and marketing support to key intermediaries.

This role requires proactive outreach, development of 90‑day and annual plans, and the ability to build professional relationships with field partners and head office.

Qualifications

• 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.

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.

Skills

Sales experience

University degree

Taxation knowledge

CLU/CFP/CH.F.C.

Driver's license

Education

University Degree or equivalent

Tools

CRM systems

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.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs 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 ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [e-mail].

Working Arrangement

Remote

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.