Bilingual Internal Wholesaler

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About the role

  • Bilingual Internal Wholesaler supporting advisors and External Wholesalers at Manulife, a financial services provider. Growing Canadian individual life and living benefits insurance sales through data-driven regional selling.

Responsibilities

  • Proactively engage advisors to uncover and support sales opportunities
  • Manage daily tasks to meet productivity goals and advisor needs
  • Handle case consultations, illustrations, and product training inquiries
  • Use data, analytics, and Salesforce to plan and execute 60-day business cycles
  • Collaborate across teams to share leads and ideas
  • Partner with External Wholesalers to manage a regional sales territory
  • Strengthen advisor relationships
  • Identify new opportunities to grow individual life and living benefits insurance sales
  • Participate in Manulife’s proprietary training program preparing Internal Wholesalers for promotion to External Wholesaler roles

Requirements

  • 2+ years insurance/sales experience
  • LLQP designation (or in progress)
  • Post-secondary education or equivalent experience
  • Proficiency in Microsoft Office
  • Intermediate Excel proficiency
  • Strong communication, organizational, and relationship-building skills
  • Self-starter with creativity and problem-solving ability
  • Drive to win
  • Ability to communicate in English and French to support clients from various provinces outside of Québec
  • Valid driver's license
  • Ability to travel occasionally as necessary

Benefits

  • Health insurance
  • Dental insurance
  • Mental health benefits
  • Vision coverage
  • Short-term disability insurance
  • Long-term disability insurance
  • Life insurance
  • AD&D insurance coverage
  • Adoption/surrogacy benefits
  • Wellness benefits
  • Employee/family assistance plans
  • Retirement savings plans
  • Pension
  • Global share ownership plan with employer matching contributions
  • Financial education and counseling resources
  • Paid holidays
  • Vacation days
  • Personal days
  • Sick days
  • Statutory leaves of absence
  • Flexible working environment
  • Professional development through Manulife’s proprietary training program
  • Sales incentive compensation

Job title

Job type

Full Time

Experience level

JuniorMid level

Salary

CA$73,500 - CA$103,500 per year

Degree requirement

No Education Requirement

Location requirements

HybridMontrealCanada

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