Role Description
This role offers an opportunity to drive meaningful growth in the individual insurance business by partnering closely with advisors to deliver expert case consultation, product guidance, and innovative sales support. By equipping advisors with strong strategies, training, and marketing insights, this position directly supports our mission to help clients make confident financial decisions and protect what matters most. Successful candidates will gain exposure to diverse advisors, complex planning scenarios, and strategic business development, strengthening both their technical expertise and leadership presence in the field. This role also offers the chance to represent Manulife within the broader financial community, building strong professional networks and influencing market success.
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Accountable for providing case consultation, sales, product and marketing support to select advisors and intermediaries in the territory to drive sales of individual life and living benefit insurance.
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Proactively handle relationships with key advisors and intermediaries, including but not limited to providing product training, case consultation, joint field work, sales proposal design, and point of sale assistance as required.
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Be a contact in providing assistance in the resolution of problem situations that may arise with the intermediaries and individuals within the region.
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Identify opportunities and activities to generate profitable business growth.
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Develop and execute regular business development plans and conduct dynamic sales meetings & seminars.
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Assist in developing and implementing strategies designed to provide βbest of classβ marketing support and new sales ideas and concepts to Advisors.
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Maintain agreed upon levels of face-to-face contact with the advisors in the region and record daily activities using the current contact management system.
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Represent and promote Manulife in the local financial community by developing strong business relationships with advisors and industry associations.
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Perform front line business risk management function through awareness, support and implementation of compliance and company policies with advisors, including supervision of sales related activities.
Qualifications
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Previous industry sales experience
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University Degree or equivalent industry education
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Knowledge and expertise in personal and corporate taxation and financial planning
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Attained or working on relevant professional designations (CLU, CFP, and CH.F.C.)
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Knowledge of regulatory issues impacting the sale of life insurance
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Expert knowledge of Manulife individual insurance products
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Strong knowledge of marketing concept and product applications
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Strong knowledge of competitive positioning
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Facilitation and presentation skills
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Self-motivated and strong self-management skills
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Ability to develop, organize and deliver proposals, business cases, and estate analysis
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Strong influencing and negotiation skills
Requirements
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Advanced knowledge of individual life and living benefits insurance solutions and their competitive landscape (10+ years industry experience)
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Proven ability to build strong advisor relationships and influence sales outcomes through consultative partnership.
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Experience facilitating advisor training sessions, seminars, or field coaching activities.
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Exceptional problem-solving skills, with the ability to navigate complex case scenarios and provide creative solutions.
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Demonstrated success in developing and executing strategic business development plans.
Benefits
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Opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.
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Wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans.
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Various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources.
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Generous paid time off program in Canada, including holidays, vacation, personal, and sick days, and the full range of statutory leaves of absence.