External Wholesaler – Canada Insurance

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

📋 Description

• Offer case consultation, sales, product, and marketing assistance to selected advisors and intermediaries.

• Propel sales of individual life and living benefits insurance products.

• Collaborate with other wholesalers and insurance product and marketing teams to foster business development.

• Recognize opportunities and initiatives to drive profitable business growth.

• Formulate and implement 90-day and annual business development strategies.

• Create and apply marketing support and innovative sales ideas for advisors.

• Manage relationships with key advisors and intermediaries effectively.

• Deliver product training, case consultation, joint field work, sales proposal design, and point-of-sale support.

• Build working relationships with Manulife field partners.

• Maintain regular face-to-face interactions with regional advisors and document activities in the contact management system.

• Organize sales meetings and seminars to educate advisors on Manulife products, services, and approved sales concepts.

• Assist advisors in identifying sales opportunities within their client base.

• Address problem situations involving intermediaries and individuals in the region.

• Share best practices, sales strategies, marketing insights, and business development ideas with peers and advisors.

• Represent and advocate for Manulife within the local financial community.

• Conduct front-line business risk management through compliance, company policy implementation, and oversight of sales-related activities.

⛳️ Requirements

• Previous sales experience in the industry.

• University degree or equivalent industry experience.

• Proficient knowledge in personal and corporate taxation and financial planning.

• Achieved or currently pursuing relevant professional designations (CLU, CFP, and CH.F.C.).

• Valid driver’s license and access to a vehicle.

• Familiarity with regulatory issues affecting the sale of life insurance.

• Comprehensive understanding of the sales process.

• Expert-level knowledge of Manulife individual insurance products and systems.

• Strong grasp of marketing concepts and product applications.

• Basic knowledge of the regulatory/legal landscape and its implications.

• Well-versed in competitive positioning.

• Proficient business planning abilities.

• Strong consulting and active listening skills.

• Effective facilitation and presentation skills.

• Excellent verbal and written communication skills.

• Self-driven with robust self-management abilities.

• Capability to develop, organize, and deliver proposals, business cases, and estate analyses.

• Strong influencing and negotiation capabilities.

• High level of interpersonal and relationship-building skills.

• Proficient in diplomacy and conflict management.

🏝️ Benefits

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

• Health insurance coverage.

• Dental insurance benefits.

• Mental health support.

• Vision insurance.

• Short-term disability insurance.

• Long-term disability insurance.

• Life and AD&D insurance coverage.

• Adoption/surrogacy benefits.

• Wellness initiatives.

• Employee/family assistance programs.

• Retirement savings plans.

• Pension benefits.

• Global share ownership plan with employer matching contributions.

• Financial education and counseling resources.

• Paid holidays.

• Vacation time.

• Personal days.

• Sick leave.

• Statutory leaves of absence.

• Flexible work environment.

• Support for learning and career growth.

• Commitment to well-being and inclusion.