GWS Internal Wholesaler - Retail

Manulife Financial; Toronto; On-site; CAD 100,000 - 140,000; Full time

Benefits offered by this job

Health benefits

Bonuses and incentives

Onboarding program

Job summary

Manulife Financial in Toronto is seeking an Internal Wholesaler to promote Wealth Management solutions to Advisors and provide access to Portfolio Managers and Strategists, focusing on estate planning and wealth transfer benefits of Manulife segregated funds and annuities.

You will align advisors’ needs with our technology, product and service solutions, delivering proactive sales and business-building ideas.

Qualifications

• College or University degree in a related field is preferred.
• Prior sales experience in the financial services industry, ideally with familiarity in advisor practice management.
• Knowledge of Wealth Management products (Segregated Funds & Annuities) and understanding of global financial markets is an asset.
• Successful completion of industry-related courses such as CSC, IFIC, CFP (or working towards completion of industry-related courses) is preferred.

Responsibilities

• Achieve product-specific sales targets within the wholesaler’s specific region.
• Identify and pursue new relationships with Advisors.
• Provide new insights to help advisors grow their business with Manulife.
• Demonstrated ability to persuade and negotiate through consultation and active listening skills.
• Effective presentation skills and delivery to engage with different audiences.
• Ability to prioritize and time management skills to schedule time to work on the business, as well as in the business.
• Execution of a repeatable and measurable sales process.
• Knowledgeable on the current industry landscape and competitors with an ability to be innovative in sales strategies, marketing concepts and product applications.
• Willingness to become an expert in Wealth Management solutions and strategies through leadership and a strong sense of self awareness.
• Assess customer-related information to help analyze and identify potential sales opportunities for advisors' customers.

Skills

Sales experience

Advisor relationships

Wealth Management knowledge

Negotiation skills

Presentation skills

Education

College/university degree in related field

Industry courses: CSC, IFIC, CFP

Job description

As the Internal Wholesaler, you will be responsible for promoting a full range of Wealth Management solutions to Advisors and industry-leading access to Portfolio Managers and Strategists, focusing on the estate planning and wealth transfer benefits of Manulife segregated funds and annuities. With a solid understanding of the Advisors’ business, you will be at the forefront of aligning their needs with our innovative technology, product and service solutions, providing proactive sales and business building ideas. Working with an External Wholesaler and Territory Coordinator, you will be accountable for sales growth and relationship management within a defined region.

Sales opportunities at Manulife cover a wide range of geographies, demographics and products.

This opportunity offers a long-term professional career path with a focus on business development within an established and defined training program into becoming an External Wholesaler. Roles in our Banking, Insurance, Marketing, Product Management and Asset Management areas are also open to you. Along with monthly sales incentives and annual bonuses, and our robust onboarding process, we offer continuing educational support with a comprehensive benefits program.

Position Responsibilities

• Achieve product-specific sales targets within the wholesaler’s specific region
• Identify and pursue new relationships with Advisors
• Provide new insights to help advisors grow their business with Manulife
• Demonstrated ability to persuade and negotiate through consultation and active listening skills
• Effective presentation skills and delivery to engage with different audiences
• Ability to prioritize and time management skills to schedule time to work on the business, as well as in the business
• Execution of a repeatable and measurable sales process
• Knowledgeable on the current industry landscape and competitors with an ability to be innovative in sales strategies, marketing concepts and product applications
• Willingness to become an expert in Wealth Management solutions and strategies through leadership and a strong sense of self awareness
• Assess customer-related information to help analyze and identify potential sales opportunities for advisors' customers

Required Qualifications

• College or University degree in a related field is preferred
• Prior sales experience in the financial services industry, ideally with familiarity in advisor practice management
• Knowledge of Wealth Management products (Segregated Funds & Annuities) and an understanding of global financial markets is an asset
• Successful completion of industry-related courses such as CSC, IFIC, CFP (or working towards completion of industry-related courses) is preferred

Preferred Qualifications

• Positive and energetic
• Resilient
• Ambitious
• Self-motivated
• Adaptable to change
• Results oriented
• Coachable

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].

Referenced Salary Location

Toronto, Ontario

Working Arrangement

Hybrid

The compensation for this role includes salary and sales incentives and is expected to be between $100,000.00 CAD - $140,000.00 CAD

Employees participate in sales incentive programs and earn incentive compensation based on role-specific criteria. Actual compensation will vary depending on individual performance, sales results, local market conditions as well as 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 compensation 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 the personal information collection statement.