Logo for Manulife

External Wholesaler Canada Insurance

Role overview

Qualifications

  • Previous industry sales experience
  • University Degree or equivalent industry experience
  • Knowledge and expertise in personal and corporate taxation and financial planning
  • Attained or working on relevant professional designations (CLU, CFP, and CH.F.C.)

Responsibilities

  • Proactively identify opportunities and activities to generate profitable business growth
  • Develop and execute 90 Day and annual business development plans
  • Assist in developing and implementing strategies for marketing support and new sales ideas
  • Manage relationships with key advisors and intermediaries

Key facts

  • Remote from: Canada
  • Full time
  • English

Hard skills

Other skills

  • Sales
  • Consulting
  • Active Listening
  • Non-Verbal Communication
  • Influencing Skills
  • Social Skills
  • Relationship Building
  • Diplomacy
  • Communication
  • Teamwork
  • Self-Motivation

About the company

Manulife logo

Manulife

Financial Services

Manulife is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, we operate as Manulife across our offices in Canada, Asia, and Europe, and primarily as John Hancock in the United States. We have more than 38,000 employees, over 115,000 agents serving ~33 million customers worldwide, and over $1.3 trillion in assets under management and administration. Visit www.Manulife.com to find out more. For Manulife terms of use, please visit http://bit.ly/SM_Terms

Company details

Company typeXLarge
IndustryFinancial Services
Company size10001

Your match analysis

See how your profile stacks up against this role.

We compared the job requirements to your profile to show where you're strong and where you fall short.

Job description

Manulife Financial’s Retail Markets business unit is a leading provider of investment and insurance solutions that meet the diverse financial needs of Canadian families. In collaboration with independent financial advisors across the country, we offer a suite of innovative wealth and protection solutions, including: segregated funds, mutual funds, annuities, guaranteed interest contracts, individual life insurance and one of the most comprehensive living benefit portfolios in the industry which includes critical illness, long-term care and disability products. Are you looking to join a team that is recognized for innovation, excellence and industry-leading service?

Reporting to the Regional Vice President, Individual Insurance Sales, the wholesaler will be accountable for providing case consultation, sales, product and marketing support to select advisors and intermediaries in the territory in order to drive sales of individual life and living benefits insurance.
The incumbent is also responsible for partnering with other wholesalers and insurance product and marketing contacts to develop and grow the business in their respective regions.

Position Responsibilities: 

  • Proactively identify opportunities and activities to generate profitable business growth.

  • Develop and execute 90 Day and annual business development plans.

  • Assist in developing and implementing strategies designed to provide “best of class” marketing support and new sales ideas and concepts to Advisors.

  • Manage relationships with key advisors and intermediaries - including but not limited to proactive contact by providing product training, case consultation, joint field work, sales proposal design and point of sale assistance as required.

  • Develop effective and professional working relationships with other Manulife field partners.

  • Maintain agreed upon levels of face to face contact with the advisors in the region and record daily activities using the current contact management system.

  • Conduct sales meetings & seminars with advisors and intermediaries to train them on Manulife products, service offerings and approved sales concepts, as well as assist them in developing sales opportunities with their client base.

  • Develop and maintain the highest level of professional relationships with advisors and all other insurance partners and Head Office partners.

  • Be a contact in providing assistance in the resolution of problem situations that may arise with the intermediaries and individuals within the region.

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

  • Represent and promote Manulife in the local financial community by developing strong business relationships with advisors and industry associations.

  • 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:

  • Previous industry sales experience

  • University Degree or equivalent industry experience

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

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

  • Valid driver's license and access to a vehicle 

Preferred Qualifications:

  • Knowledge of regulatory issues impacting the sale of life insurance

  • In-depth knowledge of the sales process

  • Expert knowledge of Manulife individual insurance products and systems

  • Strong knowledge of marketing concept and product applications

  • Basic understanding of regulatory / legal environment and issues

  • Strong knowledge of competitive positioning

  • Business planning skills

  • Consulting and active listening skills

  • Facilitation and presentation skills

  • Strong verbal and written communication skills

  • Self-motivated and strong self-management skills.

  • Ability to develop, organize and deliver proposals, business cases, and estate analysis

  • Strong influencing and negotiation skills

  • High level of inter-personal and relationship building skills.

  • Diplomacy and conflict management skills

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.

Apply once. Then go straight to the hiring manager.

After you apply, unlock the direct contact details of the people who actually make the call. A quick follow-up makes you 5x more likely to land an interview.

MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
Unlocked after you apply
·

Related jobs

Other jobs at Manulife

Premium

Reach out to the hiring manager directly.

Gain access to the contact details of the hiring managers who actually decide, and reach out to network with them directly. That, plus more when you upgrade:

  • Full match report with fit score and gaps
  • Career diagnostics on how recruiters read you
  • Curated company matches and warm intros
  • 48h early access to new roles

Cancel anytime.