Role Description
As an External Insurance Wholesaler, you will manage the Quebec region and will be responsible for evolving existing advisor relationships and cultivating new ones, always with the goal of promoting client-centric solutions that increase Mass Market Insurance sales at Manulife.
As an Insurance External Wholesaler, you are a dynamic individual with a sales focus, excellent communication skills, strong work ethic and a dedication to succeed. You are coachable, collaborative, organized and can think critically.
Position Responsibilities:
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Expertly promote the suite of Manulife Insurance solutions to our top mass market advisors.
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Actively identify opportunities and activities to support and grow advisors’ businesses.
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Develop, analyze & refine strategies and tactics to achieve/exceed sales targets.
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Assist in developing and implementing plans designed to provide “best in class” marketing support and new sales ideas to advisors.
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Build and maintain relationships with key advisors and Intermediaries while creating professional working relationships with other Manulife field partners.
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Consistently maintain agreed upon levels of face-to-face contact with advisors in the sales territory and record daily activities using Salesforce.com.
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Conduct sales and marketing meetings and seminars with advisors and Intermediaries (e.g.: MGA staff) to train on Manulife insurance solutions and approved sales and marketing concepts, as well as assist in developing sales opportunities with new and existing clients.
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As a trusted partner, raise any service-related issues on behalf of advisors when they arise.
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Develop and share best practices, sales, marketing and business development ideas with peers and advisors.
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Adherence to the highest ethical standards at all times.
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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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University Degree or equivalent industry education.
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Valid driver’s license.
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The successful candidate will be required to communicate in English and French to support clients from various provinces outside of Québec.
Requirements
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Demonstrated consultative, active listening, and relationship-building skills with the ability to persuade and negotiate effectively.
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Proficient in verbal and written communication, with compelling presentation abilities and the capacity to develop and deliver proposals and business cases.
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High level of comfort with technology, including advanced knowledge of Manulife systems and MS Office, especially Excel.
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Strong self-discipline, initiative, and time-management skills; thrives in competitive environments and large geographic territories.
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In-depth understanding of the insurance sales process, competitive positioning, and previous industry sales experience; knowledge of Manulife products is preferred.
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Proven team player and mentor, with previous training and education experience considered an asset.
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Successful completion of LLQP is a nice to have.
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Attained or working on relevant professional designations (CLU, CFP, CHS or CH.F.C.).
Benefits
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We’ll empower you to learn and grow the career you want.
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We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
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As part of our global team, we’ll support you in shaping the future you want to see.
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Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.
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Manulife offers eligible employees a 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 includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence.