Inside Sales Consultant

Manulife Financial; Waterloo; Hybrid; CAD 50,000 - 80,000; Full time

Job summary

Join a forward-thinking company as an Inside Sales Consultant, where you will play a crucial role in guiding clients through their financial transitions. This position involves connecting with group plan members, understanding their needs, and providing tailored financial advice. With a focus on client relationships, you'll have the opportunity to make a real impact on their financial futures. The company offers a supportive and flexible environment, empowering you to grow your career while helping clients navigate their investment options. Embrace this chance to be part of a dynamic team dedicated to excellence in financial services.

Benefits

Health Insurance

Dental Insurance

Mental Health Benefits

Vision Insurance

Retirement Savings Plans

Paid Time Off

Employee Assistance Programs

Qualifications

• 1+ year in client-facing roles in the financial industry.
• CFP or PFP certification is required for this position.

Responsibilities

• Conduct needs-based conversations for group retirement plan members.
• Educate clients on benefits and options available to them.

Skills

Client Relationship Management

Financial Planning

Active Listening

Attention to Detail

Consultative Selling

Education

Certified Financial Planner (CFP)

Post-Secondary Education

Job description

Manulife Investment Management (MIM) Advisor Group delivers financial and investment solutions and advice, including financial planning and insurance, to clients across the wealth spectrum.

The Inside Sales Consultant, being a Transition Consultant, is an important role in the MIM Advisor Group. The Consultant connects with employees in our group plans at Manulife at a time when they are transitioning away from their current employer to understand their investment and other needs so that they may guide and assist them with respect to their plans going forward.

Position Responsibilities:

• Conduct one-on-one needs-based conversations over the phone for group retirement plan-members currently enrolled in an employer group plan

• Educate and communicate value proposition on benefits of various options for members

• Conduct financial illustrations for plan members around drawing retirement income

• Guide members through need-based analysis and formulate a plan of action and related suitability for immediate assets that are in group plan

• By understanding client preferences and their personal situation, identify referral opportunities

Required Qualifications:

• Certified Financial Planner (CFP) or PFP required

• Minimum 1 year in client facing roles in the financial industry, preferability wealth or asset management

• Post-Secondary Education is an asset

• Life License (LLQP) required by start date

• Mutual Fund License (MFDA) is preferred

Preferred Qualifications:

• Demonstrated ability to articulate value proposition through consultation over the phone

• Possess active listening skills to understand the clients’ needs and personal situation

• Attention to detail in gathering and accurately recording all customer information

• High degree of integrity putting the client at the center of the conversation

• Strong compliance approach

• Remain current and up to date on our products and services, as well as processes

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.

#LI-WAM

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

Hybrid

Salary & Benefits

Salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Please contact [e-mail] for additional information.

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.