Territory Wealth Solutions Executive – BC

Manulife; British Columbia; On-site; CAD 90,000 - 120,000; Full time

Job summary

Manulife is seeking an External Wholesaler for Guaranteed Wealth Solutions in British Columbia to drive growth through the Entrepreneurial Advisor channel. You will work with independent financial advisors, delivering needs-based, solution-oriented conversations and building long-term advisor relationships.

This highly relationship-driven role requires business development, advisor engagement and a deep understanding of wealth, retirement and protection needs.

Qualifications

• Post-secondary degree or diploma in business, finance, economics or a related field, or an equivalent combination of education and relevant experience.
• 5+ years of demonstrated success in financial services sales, wholesaling, business development or a related advisor-facing role.
• IFIC, CSC or other relevant industry education or accreditation.
• Strong knowledge 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 occasional evening and weekend advisor events.

Skills

Relationship development

Consultative selling

New business development

Advisor engagement

Strategic territory planning

Presentation and facilitation

Negotiation

Collaboration across teams

Communication and listening

Education

Post-secondary degree or diploma in business, finance, economics or related field

Job description

Manulife is seeking an External Wholesaler for Guaranteed Wealth Solutions in British Columbia to drive growth through the Entrepreneurial Advisor channel. You will work with independent financial advisors, delivering needs-based, solution-oriented conversations and building long-term advisor relationships.

This highly relationship-driven role requires business development, advisor engagement and a deep understanding of wealth, retirement and protection needs.