External Wholesaler, Insurance

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

📋 Description

• Act as an External Insurance Wholesaler for the Quebec territory

• Manage relationships proactively with key advisors and intermediaries

• Assist in resolving issues involving intermediaries and individuals in the area

• Identify potential opportunities and activities to drive profitable business growth

• Create and implement regular business development plans

• Conduct sales meetings and seminars

• Develop and execute strategies that provide consultants with marketing support and innovative sales ideas

• Maintain agreed levels of face-to-face contact 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 associations

• Carry out front-line business risk management by adhering to compliance and company policies with advisors

• Oversee sales-related activities

⛳️ Requirements

• Prior sales experience in the industry

• University Degree or equivalent education in the industry

• Knowledge and expertise in personal and corporate taxation as well as financial planning

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

• Valid driver's license and access to a vehicle

• Fully bilingual in French and English

• Understanding of regulatory issues affecting the sale of life insurance

• Extensive knowledge of Manulife's individual insurance products

• Strong grasp of marketing concepts and product applications

• Comprehensive knowledge of competitive positioning

• Skills in facilitation and presentation

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

• Strong influencing and negotiation abilities

🏝️ Benefits

• Incentive programs and compensation based on business and individual performance

• Health insurance

• Dental insurance

• Mental health benefits

• Vision insurance

• Coverage for 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 options

• Global share ownership plan with employer matching contributions

• Financial education and counseling resources

• Paid holidays, vacation, personal, and sick days in Canada

• Statutory leaves of absence

• Flexible working environment

• Support for learning and career growth

• Reasonable accommodations during the application process