Wealth Solutions Sales Consultant - Remote

Manulife

Manitoba

Remote

CAD 74,000 - 104,000

Full time

5 days ago
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Benefits offered by this job

Health benefits
Retirement savings plan
Paid time off

Job summary

Manulife is seeking a driven sales professional to proactively reach out to financial advisors in our mass market territory. You will develop and expand relationships with a goal of 60 outbound calls per day, tailoring solutions through a question-based selling approach.

You will promote Manulife’s wealth solutions and support advisors in positioning segregated funds, annuities, and GICs to help clients grow, protect, and generate income.

Qualifications

  • Minimum 2 years of financial services (wealth, investments or insurance) or sales experience.
  • Proven success in proactive sales and cold calling.
  • College or University degree in a related field or equivalent work experience.

Responsibilities

  • Proactively make outbound calls to financial advisors in our mass market territory to develop, maintain, and expand relationships, with a minimum of 60 calls per day and set targets for sales calls and meetings booked.
  • Gather intelligence on advisors’ practices using a question-based selling model to tailor solutions.
  • Optimize delivery of value-added products, services, and advice while enhancing sales efforts through consultation and demonstrating the merits of Manulife’s guaranteed wealth solutions.
  • Support advisors in positioning segregated funds, annuities and GICs to help clients grow, protect and generate income from their savings.
  • Execute sales campaigns, identify top prospects, and create actionable plans.
  • Use Salesforce to maintain advisor profiles, track activity, and share business leads and ideas with peers

Skills

Sales experience
Proactive sales
Cold calling

Education

College or University degree

Tools

Salesforce
Microsoft Office
Excel

Job description

Manulife is seeking a driven sales professional to proactively reach out to financial advisors in our mass market territory. You will develop and expand relationships with a goal of 60 outbound calls per day, tailoring solutions through a question-based selling approach.

You will promote Manulife’s wealth solutions and support advisors in positioning segregated funds, annuities, and GICs to help clients grow, protect, and generate income.

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