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External Wholesaler - Mass Market

Key Facts

Remote From: 
Full time
English, French

Other Skills

  • Relationship Management
  • Active Listening
  • Microsoft Office
  • Microsoft Excel
  • Negotiation
  • Training And Development
  • Mentorship
  • Time Management
  • Teamwork
  • Strong Work Ethic
  • Critical Thinking
  • Self-Discipline
  • Personal Integrity
  • Verbal Communication Skills

Roles & Responsibilities

  • University Degree or equivalent industry education
  • Valid driver's license
  • Bilingual in English and French to support clients from various provinces outside Québec
  • Proficiency with technology and MS Office (especially Excel) and Manulife systems

Requirements:

  • Promote Manulife Insurance solutions to top mass market advisors and actively identify opportunities to grow their businesses
  • Develop, analyze and refine strategies and tactics to achieve or exceed sales targets and implement best-in-class marketing support and new sales ideas
  • Build and maintain relationships with key advisors and intermediaries; conduct sales and marketing meetings/seminars to train on Manulife solutions and develop sales opportunities
  • Maintain daily activity records in Salesforce, manage front-line risk and compliance, and raise any service-related issues while sharing best practices with peers and advisors

Job description

As an External Insurance Wholesaler, you will manage the Quebec region and will be responsible for evolving existing advisor relationships and cultivating new ones, always with the goal of promoting client-centric solutions that increase Mass Market Insurance sales at Manulife.

As an Insurance External Wholesaler, you are a dynamic individual with a sales focus, excellent communication skills, strong work ethic and a dedication to succeed. You are coachable, collaborative, organized and can think critically.

Position Responsibilities:

  • Expertly promote the suite of Manulife Insurance solutions to our top mass market advisors

  • Actively identify opportunities and activities to support and grow advisors’ businesses

  • Develop, analyze & refine strategies and tactics to achieve/exceed sales targets.

  • Assist in developing and implementing plans designed to provide “best in class” marketing support and new sales ideas to advisors.

  • Build and maintain relationships with key advisors and Intermediaries while creating professional working relationships with other Manulife field partners.

  • Consistently maintain agreed upon levels of face-to-face contact with advisors in the sales territory and record daily activities using Salesforce.com.

  • Conduct sales and marketing meetings and seminars with advisors and Intermediaries (e.g.: MGA staff) to train on Manulife insurance solutions and approved sales and marketing concepts, as well as assist in developing sales opportunities with new and existing clients.

  • As a trusted partner, raise any service-related issues on behalf of advisors when they arise.

  • Develop and share best practices, sales, marketing and business development ideas with peers and advisors.

  • Adherence to the highest ethical standards at all times.

  • Perform front line business risk management function through awareness, support and implementation of compliance and company policies with advisors, including supervision of sales-related activities.

Required Qualifications:

  • University Degree or equivalent industry education

  • Valid driver’s license

  • The successful candidate will be required to communicate in English and French to support clients from various provinces outside of Québec.

Preferred Qualifications:

  • Demonstrated consultative, active listening, and relationship-building skills with the ability to persuade and negotiate effectively.

  • Proficient in verbal and written communication, with compelling presentation abilities and the capacity to develop and deliver proposals and business cases.

  • High level of comfort with technology, including advanced knowledge of Manulife systems and MS Office, especially Excel.

  • Strong self-discipline, initiative, and time-management skills; thrives in competitive environments and large geographic territories.

  • In-depth understanding of the insurance sales process, competitive positioning, and previous industry sales experience; knowledge of Manulife products is preferred.

  • Proven team player and mentor, with previous training and education experience considered an asset.

  • Successful completion of LLQP is a nice to have

  • Attained or working on relevant professional designations (CLU, CFP, CHS or CH.F.C.)

When you join our team:

  • We’ll empower you to learn and grow the career you want. 

  • We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words. 

  • As part of our global team, we’ll support you in shaping the future you want to see.

The role being advertised is an existing vacancy.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact hr@manulife.com.

Working Arrangement

Remote

Salary & Benefits

Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact hr@manulife.com for the salary range for your location.

Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact hr@manulife.com for more information about U.S.-specific paid time off provisions.

We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.

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