External Wholesaler Canada Insurance

Manulife; Toronto; Remote; CAD 60,000 - 100,000; Full time

Job summary

Manulife is seeking a Wholesale Insurance Sales professional to support leading advisors across Nova Scotia. You will drive life and living benefits sales, provide case consultations, product and marketing support, and develop strategic plans with regional teams.

You will build strong advisor relationships, deliver product training, and coordinate with marketing and product partners to grow the business while ensuring compliance and proactive client service.

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

Responsibilities

• Identify opportunities to generate profitable growth.
• Develop and execute 90 Day and annual business plans.
• Provide product training and case consultations to advisors.
• Maintain relationships with advisors and partners.
• Conduct sales meetings and seminars to train advisors.
• Represent Manulife in the local financial community.

Skills

Industry sales experience

Communication skills

Drive for results

Education

University Degree or equivalent

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.

Giới thiệu về Manulife và John Hancock

Tập đoàn Manulife Financial là nhà cung cấp dịch vụ tài chính quốc tế hàng đầu giúp mọi người quyết định dễ dàng hơn và có cuộc sống vẹn toàn hơn. Để tìm hiểu thêm về chúng tôi, hãy truy cập https://www.manulife.com.vn/ .

Manulife là Nhà sử dụng lao động không phân biệt đối xử

Tại Manulife/John Hancock, chúng tôi luôn đón nhận sự đa dạng. Chúng ta cố gắng thu hút, phát triển và duy trì lực lượng lao động đa dạng tương tự như những khách hàng mà chúng ta phục vụ, đồng thời thúc đẩy một môi trường làm việc hòa nhập, đề cao thế mạnh của từng nền văn hóa và cá nhân. Chúng ta cam kết tuyển dụng, duy trì, thăng tiến và trả lương một cách công bằng. Đồng thời, chúng ta quản lý tất cả các hoạt động và chương trình của mình mà không phân biệt đối xử dựa trên chủng tộc, dòng họ, xuất thân, màu da, nguồn gốc dân tộc, quyền công dân, tôn giáo hoặc tín ngưỡng tôn giáo, đức tin, giới tính (bao gồm phụ nữ mang thai và các tình trạng liên quan đến mang thai), xu hướng tính dục, đặc điểm di truyền, tình trạng cựu chiến binh, bản dạng giới, biểu hiện giới, tuổi tác, tình trạng hôn nhân, tình trạng gia đình, khuyết tật hoặc bất kỳ căn cứ nào khác được pháp luật hiện hành bảo vệ.

Ưu tiên của chúng ta là loại bỏ các rào cản để đem lại cơ hội tiếp cận việc làm bình đẳng. Đại diện Bộ phận Nhân sự sẽ làm việc với những ứng viên có yêu cầu điều chỉnh hợp lý trong quá trình ứng tuyển. Tất cả thông tin được chia sẻ trong quá trình yêu cầu điều chỉnh sẽ được lưu trữ và sử dụng tuân theo pháp luật hiện hành và chính sách của Manulife/John Hancock. Để yêu cầu điều chỉnh hợp lý trong quá trình ứng tuyển, hãy liên hệ với [e-mail] .

Working Arrangement

Từ xa

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 (https://careers.manulife.com/global/en/talentacquisitionprivacystatement) .