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 designated advisors and intermediaries

• Promote sales of individual life and living benefits insurance

• Collaborate with wholesalers and insurance product and marketing contacts to enhance and develop regional business

• Recognize opportunities and initiatives to foster profitable business growth

• Create and implement 90-day and annual business development strategies

• Develop and execute marketing support and innovative sales strategies for advisors

• Cultivate relationships with key advisors and intermediaries through product training, case consultations, joint fieldwork, sales proposal design, and point-of-sale assistance

• Build professional working relationships with Manulife field partners

• Ensure consistent face-to-face engagement with regional advisors and document daily activities in the contact management system

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

• Aid advisors in identifying sales opportunities with their clients

• Address problem situations involving intermediaries and individuals in the region

• Generate and share sales, marketing, and business development ideas and best practices

• Represent and advocate for Manulife within the local financial community while building relationships with advisors and industry associations

• Conduct frontline business risk management through compliance and company policy support and implementation

⛳️ Requirements

• Previous experience in industry sales

• University Degree or equivalent industry experience

• Proficient knowledge in personal and corporate taxation and financial planning

• Attained 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 life insurance sales

• Comprehensive understanding of the sales process

• Expert knowledge of Manulife individual insurance products and systems

• Strong grasp of marketing concepts and product applications

• Basic knowledge of the regulatory/legal environment and related issues

• Solid understanding of competitive positioning

• Proficient business planning capabilities

• Strong consulting and active listening skills

• Effective facilitation and presentation abilities

• Excellent verbal and written communication skills

• Self-motivated with strong self-management capabilities

• Ability 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

• Dental insurance

• Mental health benefits

• Vision coverage

• Short- and long-term disability insurance

• Life and AD&D insurance coverage

• Adoption/surrogacy benefits

• Wellness benefits

• Employee/family assistance programs

• Retirement savings plans, including pension

• Global share ownership plan with employer matching contributions

• Financial education and counseling resources

• Paid holidays, vacation, personal, and sick days

• Statutory leaves of absence

• Flexible work environment

• Support for learning and career growth

• Well-being and inclusion assistance