Inside Sales Consultant

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

Job summary

Join a forward-thinking company as an Inside Sales Consultant, where you'll play a crucial role in guiding clients through their financial transitions. This position involves conducting personalized consultations, educating clients on their retirement options, and providing tailored financial advice. With a strong emphasis on client relationships and integrity, you'll thrive in a flexible and inclusive environment that supports your growth. This is an exciting opportunity to make a meaningful impact in the lives of individuals as they navigate their financial futures.

Benefits

Health and Dental Insurance

Mental Health Support

Flexible Work Environment

Retirement Savings Plans

Paid Time Off

Employee Assistance Programs

Qualifications

• 1+ year in client-facing roles in the financial industry, preferably wealth management.
• CFP or PFP certification is required.

Responsibilities

• Conduct one-on-one needs-based conversations over the phone.
• Educate clients on the benefits of various retirement options.

Skills

Client Relationship Management

Active Listening

Financial Planning

Communication Skills

Attention to Detail

Education

Certified Financial Planner (CFP)

Post-Secondary Education

Tools

Financial Software

Job description

time left to apply End Date: May 19, 2025 (12 days left to apply)

job requisition id JR25030744

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.

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

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.

About Us

We're Manulife. And we’re on a mission to make decisions easier and lives better.

Better is what drives us.It’s what inspires us to find new ways to support customers and colleagues in living longer and healthier lives.It’s the reason we’re dedicated to investing in digital innovation and accelerating a sustainable and economically inclusive future.

Joining us means you’ll be empowered to learn and grow your career. We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words. And as part of our global team, you’ll help shape the future you want to see – and discover that better can take you anywhere you want to go.

We’re proud of our accomplishments and recognitions. Recent awards include:

2024 Gallup Exceptional Workplace Award Winner

Manulife Named one of Forbes World’s Best Employers 2023

Best Companies to Work for in Asia 2023

We’ve been recognized as one of Canada’s Top 100 Employers (2024)

Manulife included in Bloomberg’s 2023 Gender-Equality Index

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Our ambition is to be the most digital, customer-centric global company in our industry. Learn more at https://www.manulife.com/ .