External Wholesaler, Insurance

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

📋 Description

• Actively manage relationships with key advisors and intermediaries.

• Aid in resolving issues involving intermediaries and individuals in the region.

• Identify prospects and initiatives to drive profitable business expansion.

• Create and implement regular business development strategies.

• Lead engaging sales meetings and seminars.

• Contribute to strategies that equip consultants with marketing support and innovative sales ideas and concepts.

• Introduce new sales concepts and ideas to advisors.

• Maintain established face-to-face contact levels with regional advisors.

• Log daily activities utilizing the current contact management system.

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

• Build strong business relationships with advisors and industry organizations.

• Conduct front-line business risk management by being aware of, supporting, and implementing compliance and company policies with advisors.

• Oversee sales-related operations.

⛳️ Requirements

• Prior sales experience within the industry.

• Bachelor's degree or equivalent industry education.

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

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

• A valid driver's license and access to a vehicle are necessary for this position.

• Fully bilingual in French and English.

• Understanding of regulatory matters affecting the sale of life insurance.

• Expert-level knowledge of Manulife individual insurance offerings.

• Comprehensive understanding of marketing principles and product applications.

• In-depth knowledge of competitive market positioning.

• Skills in facilitation and presentation.

• Capacity to develop, organize, and present proposals, business cases, and estate analyses.

• Strong influencing and negotiation abilities.

🏝️ Benefits

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

• Health insurance coverage.

• Dental insurance benefits.

• Mental health support.

• Vision insurance options.

• Short- and long-term disability insurance.

• Life and AD&D insurance coverage.

• Benefits for adoption and surrogacy.

• Wellness programs.

• Employee and family assistance plans.

• Retirement savings plans.

• Pension plan.

• Global share ownership plan with employer matching contributions.

• Resources for financial education and counseling.

• Paid holidays.

• Vacation time.

• Personal days.

• Sick leave.

• Statutory leaves of absence.

• A flexible work environment that promotes learning, growth, well-being, and inclusion.