District Vice President
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Job Description
External Wholesaler growing Manulife Investments products through Vancouver and Fraser Valley financial advisor relationships. Driving sales targets, seminars, and solution-based investment selling.
Responsibilities:
- Develop and implement a strategy establishing Manulife Investments in sales channels
- Deal directly with Financial Advisors
- Promote all Investments products using a solution-based selling approach
- Achieve sales targets and annual production goals
- Identify and pursue new relationships within the Financial Advisor network
- Provide insights to advisors to help develop their businesses
- Deliver advisor and investor seminars
- Work with the internal wholesaler and territory coordinator to develop new sales
- Build professional relationships with Manulife field partners and key partners across Business Divisions
- Maintain agreed levels of virtual and face-to-face contact with regional Advisors
- Record daily activities in the contact management system
- Develop and share sales, marketing, business development ideas, strategies, and standard methodologies with peers and Advisors
Requirements:
- 3+ years Investment Sales experience
- Extensive and detailed knowledge of the Financial Services industry and capital markets
- Participation in the sale of Investment Products through MFDA, Select Non-Bank IIROC, or similar channels
- In-depth knowledge of mutual fund, ETF, and SMA platforms
- Successful completion of IFIC mutual funds course or CSC preferred
- Ambitious and highly organized
- Strength in decision making
- Strength in project and business planning
- Creative thinking
- Listening, conflict resolution, and presentation skills
- Computer proficiency
- Knowledge of all aspects of the sales process
- Ability to cover the Vancouver and Fraser Valley area
Benefits:
- Incentive programs and incentive compensation tied to business and individual performance
- Health insurance
- Dental insurance
- Mental health benefits
- Vision insurance
- Short- and long-term disability insurance
- Life and AD&D insurance coverage
- Adoption/surrogacy benefits
- Wellness benefits
- Employee/family assistance plans
- Retirement savings plans, including pension
- 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 environment supporting learning, growth, well-being, and inclusion
- Remote working arrangement
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