Strategic External Wholesaler — Guaranteed Wealth Solutions

Manulife John Hancock

Canada

On-site

CAD 90,000 - 130,000

Full time

5 days ago
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Job summary

Manulife John Hancock is seeking an External Wholesale Specialist for Guaranteed Wealth Solutions to drive growth across the Entrepreneurial Advisor channel in Ontario. You will work with independent financial advisors to integrate Manulife's wealth solutions into client conversations and expand advisory relationships.

This highly relationship-driven role requires business development, advisor engagement and solution-based selling, with strong knowledge of wealth and retirement markets.

Qualifications

  • Post-secondary degree or diploma in business, finance, economics or related field.
  • 5+ years of demonstrated success in financial services sales or related advisor-facing roles.
  • Strong understanding of the Canadian financial services industry, advisor distribution and the needs of independent financial advisors.

Responsibilities

  • Develop and execute a territory sales and business development strategy for Guaranteed Wealth Solutions within the Entrepreneurial Advisor channel.
  • Deliver against ambitious sales targets and annual production goals.
  • Build new relationships with advisors while deepening and expanding existing relationships across the territory.
  • Develop a strong understanding of the advisor landscape, identifying high-potential advisors and practices and developing targeted strategies to grow Manulife's share of their business.
  • Position Manulife's Guaranteed Wealth Solutions through needs-based, solution-oriented sales conversations.
  • Help advisors identify opportunities within their practices and client base related to wealth accumulation, retirement planning, income and guarantees.
  • Bring advisors new ideas, insights and strategies to help them grow their businesses and better serve their clients.
  • Deliver compelling advisor presentations, educational sessions, webinars and client-facing seminars.
  • Partner closely with the Internal Wholesaler and broader sales team to identify opportunities, increase advisor engagement and drive sales.
  • Build strong relationships across Manulife, partnering with distribution, product, marketing and other teams to bring the best of Manulife to advisors.
  • Maintain consistent virtual and face-to-face engagement with advisors and effectively manage sales opportunities and activity using Manulife's contact management systems.
  • Share successful sales approaches, market insights and business development strategies with peers and partners.
  • Represent Manulife at advisor conferences, industry events and other channel activities.
  • Travel regularly throughout the territory and be available for evening and weekend advisor events.

Skills

Relationship development
Consultative selling
New business development
Advisor engagement
Presentation & facilitation
Negotiation
Strategic territory planning
Industry knowledge: wealth/retirement

Education

Post-secondary degree or diploma in business/finance/economics or related field
IFIC/CSC or related industry accreditation

Job description

Manulife John Hancock is seeking an External Wholesale Specialist for Guaranteed Wealth Solutions to drive growth across the Entrepreneurial Advisor channel in Ontario. You will work with independent financial advisors to integrate Manulife's wealth solutions into client conversations and expand advisory relationships.

This highly relationship-driven role requires business development, advisor engagement and solution-based selling, with strong knowledge of wealth and retirement markets.

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