Wealth Management Internal Wholesaler (Hybrid)

Manulife Financial; Toronto; Hybrid; CAD 100,000 - 140,000; Full time

Benefits offered by this job

Health benefits

Bonuses and incentives

Onboarding program

Job summary

Manulife Financial in Toronto is seeking an Internal Wholesaler to promote Wealth Management solutions to Advisors and provide access to Portfolio Managers and Strategists, focusing on estate planning and wealth transfer benefits of Manulife segregated funds and annuities.

You will align advisors’ needs with our technology, product and service solutions, delivering proactive sales and business-building ideas.

Qualifications

• College or University degree in a related field is preferred.
• Prior sales experience in the financial services industry, ideally with familiarity in advisor practice management.
• Knowledge of Wealth Management products (Segregated Funds & Annuities) and understanding of global financial markets is an asset.
• Successful completion of industry-related courses such as CSC, IFIC, CFP (or working towards completion of industry-related courses) is preferred.

Responsibilities

• Achieve product-specific sales targets within the wholesaler’s specific region.
• Identify and pursue new relationships with Advisors.
• Provide new insights to help advisors grow their business with Manulife.
• Demonstrated ability to persuade and negotiate through consultation and active listening skills.
• Effective presentation skills and delivery to engage with different audiences.
• Ability to prioritize and time management skills to schedule time to work on the business, as well as in the business.
• Execution of a repeatable and measurable sales process.
• Knowledgeable on the current industry landscape and competitors with an ability to be innovative in sales strategies, marketing concepts and product applications.
• Willingness to become an expert in Wealth Management solutions and strategies through leadership and a strong sense of self awareness.
• Assess customer-related information to help analyze and identify potential sales opportunities for advisors' customers.

Skills

Sales experience

Advisor relationships

Wealth Management knowledge

Negotiation skills

Presentation skills

Education

College/university degree in related field

Industry courses: CSC, IFIC, CFP

Job description

Manulife Financial in Toronto is seeking an Internal Wholesaler to promote Wealth Management solutions to Advisors and provide access to Portfolio Managers and Strategists, focusing on estate planning and wealth transfer benefits of Manulife segregated funds and annuities.

You will align advisors’ needs with our technology, product and service solutions, delivering proactive sales and business-building ideas.