GWS Internal Wholesaler - Retail

Manulife John Hancock

Vancouver

Hybrid

CAD 100,000 - 140,000

Full time

3 days ago
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Job summary

Manulife John Hancock in Vancouver is seeking an Internal Wholesaler to promote Wealth Management solutions to Advisors and provide access to Portfolio Managers and Strategists. You will align advisor needs with our technology, product and service solutions, while collaborating with an External Wholesaler and Territory Coordinator to drive sales growth.

The role offers a long-term career path with an established training program and a hybrid working arrangement.

Qualifications

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

Responsibilities

  • Achieve product-specific sales targets within the wholesaler's 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.
  • Prioritize and manage time to work on the business and in the business.
  • Execute a repeatable and measurable sales process.
  • Stay informed on the industry landscape and competitors and innovate in sales strategies and product applications.
  • Become an expert in Wealth Management solutions and strategies through leadership and self-awareness.
  • Assess customer-related information to identify potential sales opportunities for advisors' customers.

Skills

Positive and energetic
Resilient
Ambitious
Self-motivated
Adaptable to change
Results oriented
Coachable
Effective presentation skills
Persuasive negotiation

Education

College or University degree in a related field

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 hr@manulife.com .

Referenced Salary Location

Vancouver, British Columbia

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

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