District VP, Sales – External Wholesaler

Posted 2 days ago

This is a fully remote position, open to applicants in Canada.

📋 Description

• Create and implement a regional business strategy focused on sales, advisor development, and market potential.

• Take ownership of the territory, pipeline, and business outcomes.

• Meet product and regional sales targets for Manulife GWS solutions.

• Seek out and establish new connections with financial advisors.

• Recognize client and practice opportunities related to guarantees, estate planning, wealth transfer, and retirement solutions.

• Equip advisors with innovative ideas, insights, and strategies to enhance their businesses and better serve clients.

• Transform opportunities into lasting relationships with advisors.

• Gain expertise in Manulife segregated funds, Guaranteed Interest Accounts, annuities, and the wider investment and competitive environment.

• Conduct advisor presentations and engage in practice-development discussions.

• Collaborate with the internal wholesaler and Business Development Associate.

• Work alongside field partners from Manulife Investments, Manulife Insurance, Manulife Bank, and key account relationships.

• Exchange ideas, successes, and lessons learned with colleagues, contributing to enhancements in GWS sales practices.


⛳️ Requirements

• Over 5 years of experience in investment sales or related financial services.

• In-depth understanding of the Canadian financial services sector and capital markets.

• Experience collaborating with insurance-licensed financial advisors and investment solutions.

• Familiarity with segregated funds, Guaranteed Interest Accounts, and annuities.

• Knowledge of mutual funds, ETFs, and other investment options is a plus.

• Excellent presentation, communication, and relationship-building skills.

• Proven track record in prospecting, territory development, and advancing opportunities through a sales pipeline.

• Strong skills in business planning, organization, and prioritization.

• A university degree or equivalent experience in business.

• Completion of IFIC or CSC is preferred.

• Capability to forge advisor relationships and generate new business.

• Ability to articulate complex investment and insurance concepts clearly.

• Proficient in data-driven decision-making and pipeline management.


🏝️ Benefits

• Incentive programs and compensation linked to individual and business performance.

• Comprehensive health, dental, mental health, and vision coverage.

• Short- and long-term disability insurance options.

• Life and Accidental Death & Dismemberment (AD&D) insurance protection.

• Benefits for adoption and surrogacy.

• Wellness initiatives.

• Employee and family assistance programs.

• Retirement savings plans, including pension options.

• Global share ownership plan with employer matching contributions.

• Financial education and counseling services.

• Paid holidays, vacation, personal, and sick leave in Canada.

• Statutory leaves of absence.

• Flexible working arrangements.

• Support for learning and career advancement.

• Resources for well-being and inclusion.

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