Life Insurance Advisor - Open

McGill Wealth Management; Southwestern Ontario; On-site; CAD 55,000 - 85,000; Full time

Job summary

Manulife Wealth Insurance Services Inc. is seeking self-motivated, entrepreneurial professionals to join our team as accredited Life & Wealth Advisors (HLLQP/LLQP).

You will provide integrated life insurance planning and advice to your existing referral network and new client acquisitions, leveraging the full suite of Manulife Life, Whole Life, Living Benefits, and Wealth products. With internal support to deepen client relationships through opportunity spotting and compliant tools, you will aim

Qualifications

• Post-secondary degree or equivalent.
• Business development and prospecting skills with a goal-oriented attitude.
• Ability to develop and maintain strong client relationships.
• Life/Assurance license (HLLQP/LLQP), or willingness to complete it.
• 1-2+ years’ professional sales experience in the Insurance Industry.
• An existing network of referrals and approved centres of influence.
• Digital literacy using a variety of systems and tools.

Responsibilities

• Connect with clients through discovery to better understand their life events and offer comprehensive insurance and financial advice that aligns to their current and changing needs.
• Promote a client-first mindset in a digital environment by meeting clients when it is most convenient for them.
• Develop and deepen client relationships with the use of Microsoft Dynamics and other compliant customer tools/electronic forms.
• Contribute to and be accountable for your team sales success through the achievement of your individual sales goals.
• Increase your external networks by capitalizing on market opportunities and referrals from approved centres of influence.
• Regularly review individual business results and adjust activities as required to meet established targets.
• Work with existing block of insurance business.

Skills

Business development

Prospecting

Client relationships

Digital literacy

Sales experience

Education

Post-secondary degree

Tools

Microsoft Dynamics

Job description

Hours – Monday to Friday (In the Office)

We are looking for self‑motivated, highly driven and entrepreneurial individuals to join our team through Manulife Wealth Insurance Services Inc. As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new Manulife Wealth Insurance Services Inc.client acquisitions. Your drive to understand the full‑suite of Manulife Insurance Life, Whole Life, Living Benefits, & Wealth products enables you to provide valuable solutions to your clients based on their needs. Alongside your own prospecting and networking activity, you are fully supported by internal partners who work to help to deepen your client relationships through effective opportunity spotting and honest sales practices. We’re proud to promote a culture where great people and ideas are rewarded and teamwork is encouraged. When you succeed, we succeed. Join us.

Job Description

• Connect with clients through discovery to better understand their life events and offer comprehensive insurance and financial advice that aligns to their current and changing needs.
• Promote a client‑first mindset in a digital environment by meeting clients when it is most convenient for them.
• Develop and deepen client relationships with the use of Microsoft Dynamics and other compliant customer tools/electronic forms.
• Contribute to and be accountable for your team sales success through the achievement of your individual sales goals.
• Increase your external networks by capitalizing on market opportunities and referrals from approved centres of influence.
• Regularly review individual business results and adjust activities as required to meet established targets.
• Work with existing block of insurance business.

Requirements

• Post‑secondary degree or equivalent.
• Business development and prospecting skills with a goal‑oriented attitude with a strong ambition to succeed.
• The ability to develop and maintain strong client relationships.
• Life/A&S License (HLLQP/LLQP), or the willingness to complete it.
• 1‑2+ years’ professional sales experience in the Insurance Industry.
• An existing network of referrals and approved centres of influence.
• Digital literacy using a variety of systems and tools.