External Wholesaler – Canada Insurance
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Job Description
External insurance wholesaler supporting Canadian advisors with life and living-benefits sales. Providing consultations, training, marketing support, and regional business development for Manulife.
Responsibilities:
- Provide case consultation, sales, product, and marketing support to select advisors and intermediaries
- Drive sales of individual life and living benefits insurance
- Partner with wholesalers and insurance product and marketing contacts to develop and grow regional business
- Identify opportunities and activities to generate profitable business growth
- Develop and execute 90-day and annual business development plans
- Develop and implement marketing support and new sales strategies for advisors
- Manage relationships with key advisors and intermediaries through product training, case consultation, joint field work, sales proposal design, and point-of-sale assistance
- Develop professional working relationships with Manulife field partners
- Maintain face-to-face contact with regional advisors and record daily activities in the contact management system
- Conduct sales meetings and seminars to train advisors on Manulife products, services, and approved sales concepts
- Assist advisors in developing sales opportunities with their clients
- Resolve problem situations involving intermediaries and individuals in the region
- Develop and share sales, marketing, business development ideas, and best practices
- Represent and promote Manulife in the local financial community and build relationships with advisors and industry associations
- Perform frontline business risk management through compliance and company-policy support and implementation
Requirements:
- 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
- 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 concepts and product applications
- Basic understanding of the 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 with strong self-management skills
- Ability to develop, organize, and deliver proposals, business cases, and estate analysis
- Strong influencing and negotiation skills
- High level of interpersonal and relationship-building skills
- Diplomacy and conflict management skills
Benefits:
- Incentive programs and incentive compensation tied to business and individual performance
- Health insurance
- Dental insurance
- Mental health benefits
- Vision coverage
- Short- and long-term disability coverage
- 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
- Statutory leaves of absence
- Flexible work environment
- Learning and career growth support
- Well-being and inclusion support
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