Licensed investment/insurance advisor, planright

Société Financière Manuvie; Waterloo; Hybrid; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking motivated individuals to excel in a dynamic sales environment. This role emphasizes building relationships and providing tailored financial advice to clients. You will leverage your sales skills, engage in ongoing training, and collaborate with a supportive team dedicated to your success. With a competitive salary and comprehensive benefits, this opportunity allows you to grow your career while making a meaningful impact on clients' financial futures. If you are results-oriented and thrive in a fast-paced setting, this position is perfect for you.

Benefits

Comprehensive benefits package

Training and ongoing coaching

Expenses and travel covered

Supportive team environment

Flexible working arrangements

Qualifications

• Minimum 2 years as a Financial Advisor with LLQP in good standing.
• Experience with Salesforce and a formal sales training program.

Responsibilities

• First point of contact for customers and conduct meetings over the phone.
• Manage a sales pipeline and achieve results through follow-ups.

Skills

Sales Skills

Relationship Building

Financial Planning

Problem Resolution

Self-management

Coaching

Education

Life License Qualification Program (LLQP)

Certified Financial Planning designation

Tools

Salesforce

Conquest

MS Office Suite

Job description

Leverage your sales, planning, and relationship building skills to the highest level in our unique environment.

What’s in it for you?

This opportunity offers:

A competitive base salary,

A comprehensive benefits package,

Expenses and travel covered

Training and ongoing coaching and corporate support.

A supportive and interactive team environment and leadership team dedicated to your professional growth and success.

We are looking for results orientated, motivated, energetic individuals who believe they can thrive in an environment like this. If this sounds like you and your curious to know more apply below, read on!

Key Responsibilities:

• First point of contact for customers requesting to meet with a PlanRight advisor
• Conduct all meetings over the phone and record daily activities using Salesforce
• Address customer’s immediate questions, concerns, review their Manulife Group Retirement Savings plan (if applicable), ensure they are making the most of their group plan and do a general fact find to assess other possible gaps in their over financial situation
• Proactively identify opportunities and make recommendations to help clients achieve their financial goals; recommend solutions considering the clients' current situation, risk profile, time horizon, and other personal factors
• Fulfill some sales transactions over the phone such as asset consolidations and retention and skillfully refer certain clients to our second tier PlanRight advisors, who can offer holistic financially planning and offer both investment as well as insurance solutions.
• Proactively communicate with clients and respond to developing needs, resolve issues or problems and following up as appropriate
• Provide back office sales support to elite second tier PlanRight advisors; this could include investigating client enquiries, assisting with financial plans, etc.

Manage your pipeline of leads and Achieve results

• Successfully manage a sales pipeline and demonstrate a high closing rate
• Actively follow up on a steady stream of leads provided to you by Manulife
• Develop and share ongoing best practices, sales, marketing and business development ideas and strategies with peers

Ongoing Training & Development

• Participate in an extensive onboarding program as you transition into the role
• Create and maintain a professional development plan
• Engagement in on-going coaching sessions & observations with your sales manager
• Participate in on-going training sessions to further develop skills

Qualifications

• Minimum 2 year of successful experience as a Financial Advisor
• Life License Qualification Program (LLQP) in good standing
• MFDA or IIROC licensed or previously licensed within the last 2 years. If not currently licensed, must be willing to obtain one of these licenses prior to start date
• Certified Financial Planning designation (or in process of attaining or willing to obtain)
• Knowledge of Manulife products and systems would be an asset
• Experience working with Salesforce and Conquest would be an asset
• Computer skills, and a general knowledge level of the MS Office suite of products
• Successfully completed a formal sales training program

Skills required:

• Basic understanding of regulatory / legal environment and issues impacting the sale of life insurance and investment products
• Experience in preparing, developing and presenting financial plans to clients
• Ability to work independently and possesses self -management skills to complete workload in a timely fashion and manage competing priorities
• Self-motivated and goal oriented to meet sales and sales targets while growing your book of business
• Coachable: open to innovative approaches and takes actions to continuously improve
• Demonstrated ability to develop effective and professional working relationships with clients and other Manulife partners
• Proven problem resolution and conflict management skills to ensure an effective solution is reached for our customers

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.