External Wholesaler, Affinity Markets

Posted:
10/2/2024, 1:45:59 AM

Location(s):
Alberta, Canada ⋅ British Columbia, Canada

Experience Level(s):
Junior ⋅ Mid Level ⋅ Senior

Field(s):
Sales & Account Management

Workplace Type:
Remote

Are you looking to join a sales team that is recognized for innovation, excellence, and industry-leading service? If so, this may be the opportunity for you!  We are currently seeking an External Wholesaler for our Affinity Markets area.

Manulife’s Individual Insurance business unit is a leading provider of life insurance and living benefit solutions that meet the diverse financial needs of Canadian families. The Manulife Affinity Markets Sales team, in collaboration with financial advisors across the country, offers a suite of creative insurance solutions, including: health & dental, travel insurance, as well as simplified issue critical illness, and disability products.

*This is a work from home opportunity*

How will you create impact?

As an External Affinity Wholesaler, you will manage the Western Sales region (British Columbia and Alberta) and will be responsible for evolving existing advisor relationships and cultivating new ones, always with the goal of promoting client-centric solutions that increase Affinity Markets sales at Manulife. As an Affinity 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.

Responsibilities

  • Expertly promote the suite of Manulife Affinity Insurance solutions (Health & Dental, Travel, simple-issue Disability and Critical Illness insurance) to our top 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 Affinity 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.

What motivates you?

  • You obsess about customers, listen, engage and act for their benefit.
  • You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.
  • You thrive in teams and enjoy getting things done together.
  • You take ownership and build solutions, focusing on what matters.
  • You do what is right, work with integrity and speak up.
  • You share your humanity, helping us build a diverse and inclusive work environment for everyone.

What We Are Looking For

  • High-level consultative and active listening skills
  • Compelling presentation abilities
  • Proficient verbal and written communication
  • Strong self-discipline and demonstrated initiative
  • Previous training/education experience is an asset
  • Previous knowledge of Manulife Affinity products and systems preferred.
  • High level of comfort with computers, mobile devices, software including advanced knowledge of Manulife illustration system and a general knowledge level of the MS Office suite of products (with a focus on Excel)
  • Strong knowledge of competitive positioning
  • Ability to develop, organize and deliver proposals, business cases and PowerPoint presentations
  • In-depth knowledge of the Insurance sales process
  • Established ability to persuade and negotiate
  • High level of social and relationship-building skills.
  • Foster and build relationships to engage and influence others
  • Thrive in a competitive environment
  • Demonstrated time-management skills (necessary, due to geographical size of this sales territory)
  • Proven team player and mentor
  • Previous industry sales experience
  • University Degree or equivalent industry education
  • Successful completion of LLQP
  • Attained or working on relevant professional designations (CLU, CFP, CHS or CH.F.C.)
  • Business Planning Skills
  • Basic understanding of industry / regulatory / legal environment and issues

What can we offer you?

  • A competitive salary and benefits packages.
  • A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.
  • A focus on growing your career path with us.
  • Flexible work policies and strong work-life balance.
  • Professional development and leadership opportunities.


Our commitment to you

  • Values-first culture
    We lead with our Values every day and bring them to life together.
  • Boundless opportunity
    We create opportunities to learn and grow at every stage of your career.
  • Continuous innovation
    We invite you to help redefine the future of financial services.
  • Delivering the promise of Diversity, Equity and Inclusion
    We foster an inclusive workplace where everyone thrives.
  • Championing Corporate Citizenship
    We build a business that benefits all stakeholders and has a positive social and environmental impact.

#LI-Remote

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 [email protected].

Working Arrangement

Remote

Salary & Benefits

Salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Please contact [email protected] for additional information.

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 [email protected] for more information about U.S.-specific paid time off provisions.