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
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