External Wholesaler – Canada Insurance

Job Description:

  • Provide case consultation, sales, product and marketing support to selected advisors and intermediaries
  • Drive sales of individual life and living benefits insurance
  • Partner with other wholesalers and insurance product and marketing contacts to develop and grow the business
  • Identify opportunities and activities to generate profitable business growth
  • Develop and execute 90-day and annual business development plans
  • Develop and implement marketing support and new sales ideas for advisors
  • Manage relationships with key advisors and intermediaries
  • Provide product training, case consultation, joint field work, sales proposal design and point-of-sale assistance
  • Develop working relationships with Manulife field partners
  • Maintain face-to-face contact with regional advisors and record activities in the contact management system
  • Conduct sales meetings and seminars to train advisors on Manulife products, services and approved sales concepts
  • Assist advisors in developing sales opportunities with their client base
  • Resolve problem situations involving intermediaries and individuals in the region
  • Share best practices, sales, marketing and business-development ideas with peers and advisors
  • Represent and promote Manulife in the local financial community
  • Perform front-line business risk management through compliance and company-policy implementation and supervision of sales-related activities

Requirements:

  • Previous industry sales experience
  • University Degree or equivalent industry experience
  • Knowledge and expertise in personal and corporate taxation and financial planning
  • Attained or working on relevant professional designations (CLU, CFP, and CH.F.C.)
  • Valid driver's license and access to a vehicle
  • Knowledge of regulatory issues impacting the sale of life insurance
  • In-depth knowledge of the sales process
  • Expert knowledge of Manulife individual insurance products and systems
  • Strong knowledge of marketing concepts and product applications
  • Basic understanding of the regulatory/legal environment and issues
  • Strong knowledge of competitive positioning
  • Business planning skills
  • Consulting and active listening skills
  • Facilitation and presentation skills
  • Strong verbal and written communication skills
  • Self-motivated and strong self-management skills
  • Ability to develop, organize and deliver proposals, business cases, and estate analysis
  • Strong influencing and negotiation skills
  • High level of interpersonal and relationship-building skills
  • Diplomacy and conflict-management skills

Benefits:

  • Incentive programs and incentive compensation tied to business and individual performance
  • Health insurance
  • Dental insurance
  • Mental health benefits
  • Vision insurance
  • Short-term disability insurance
  • Long-term disability insurance
  • Life and AD&D insurance coverage
  • Adoption/surrogacy benefits
  • Wellness benefits
  • Employee/family assistance plans
  • Retirement savings plans
  • Pension
  • Global share ownership plan with employer matching contributions
  • Financial education and counseling resources
  • Paid holidays
  • Vacation
  • Personal days
  • Sick days
  • Statutory leaves of absence
  • Flexible work environment
  • Learning and career growth support
  • Well-being and inclusion support
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