Senior Underwriting Consultant – High Net Worth Development Program

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

📋 Description

• Engage and collaborate with sales and head office teams to deliver exceptional and competitive solutions to high-net-worth clients.

• Perform risk assessment and classification in line with Manulife's principles and standards.

• Foster positive and effective relationships with both internal and external stakeholders.

• Ensure an outstanding customer experience by making every interaction meaningful.

• Adhere to consumer laws and regulations concerning risk classification, confidentiality, and disclosure.

• Identify and suggest solutions for issues and procedures related to underwriting processes.

• Complete Manulife’s training program to transition into specialized underwriting for high-net-worth individuals.

• Contribute to shaping the future of insurance excellence.

⛳️ Requirements

• A minimum of 5 years of experience in underwriting.

• Life signing authority of $5,000,000 or more.

• Proven interest in developing specialized expertise within the high-net-worth sector.

• A sales and relationship-oriented mindset with a commitment to acquiring and maintaining business.

• Progressing towards or completion of FALU, FLMI, and ACS designations.

• Strong understanding of medical terminology, including physiology, anatomy, pharmacology, imaging, diagnostic testing, and treatments.

• Comprehensive knowledge of how non-medical risks affect mortality, including hazardous occupations, sports, avocations, and lifestyle factors.

• Familiarity with financial reports and training in anti-money laundering practices.

• Excellent oral and written communication abilities.

• Bilingual (English and French) is a significant advantage.

• CI authority of $100,000 or more.

• Strong negotiation capabilities.

• A university or college degree in a related field such as medical, research, or finance is preferred.

• Interest in representing the company at external presentations, panels, or conferences.

• Experience in co-signing, referral reviews, mentoring, and related activities.

• If the successful candidate is based in Québec, proficiency in both languages will be necessary to assist clients from various provinces outside of Quebec.

🏝️ Benefits

• Leading industry training and development opportunities.

• Structured learning, practical experience, and continuous coaching.

• Flexible working arrangements.

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

• 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, including pension options.

• Global share ownership plan with employer matching contributions.

• Financial education and counseling resources.

• Paid holidays, vacation, personal, and sick days.

• Statutory leaves of absence.