External Insurance Wholesaler

Posted:
11/17/2024, 4:00:00 PM

Location(s):
Ontario, Canada

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

Field(s):
Sales & Account Management

Workplace Type:
Hybrid

Manulife is a leading provider of insurance solutions that helps people make decisions easier and lives better.  Through a strong, well-diversified distribution platform which includes independent advisors, contracted agents, financial planners, brokers and distribution partners we deliver market leading individual life insurance and living benefit products, including critical illness and disability solutions.

Reporting to the Head of Distribution, Individual Insurance Sales, the External Insurance 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 benefit insurance.

Position Responsibilities:

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

  • Be a contact in providing assistance in the resolution of problem situations that may arise with the intermediaries and individuals within the region. Identify opportunities and activities to generate profitable business growth.

  • Develop and execute regular business development plans and conduct dynamic sales meetings & seminars.

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

  • 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.

  • 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 education

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

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

  • Knowledge of regulatory issues impacting the sale of life insurance

Preferred Qualifications:

  • Expert knowledge of Manulife individual insurance products

  • Strong knowledge of marketing concept and product applications

  • Strong knowledge of competitive positioning

  • Facilitation and presentation 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

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.

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.