Senior Analyst validating financial risk models for Manulife, an international financial services provider. Assessing model adequacy, implementation, risks, and regulatory policy compliance.
About the role
- External Wholesaler managing relationships to promote Affinity Insurance solutions in British Columbia and Alberta. Collaborating with advisors to enhance sales and support their businesses.
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
Requirements
- 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
Benefits
- Health insurance
- Retirement savings plans
- Paid time off
- Flexible working hours
- Professional development opportunities
- Employee/family assistance plans
- Wellness benefits
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Accounting assurance co - op student supporting BDO Canada client engagements. Preparing working papers, compiling financial information, and gathering evidence for assurance assignments.
Bilingual insurance consultant converting employer - plan members for Sun Life, a global financial services company. Recommending insurance solutions and meeting sales targets through phone consultations.
Risk management advisor supporting Desjardins, North America’s largest cooperative financial group. Analyzing risks, developing action plans, and advising clients, partners, and organizational units.
Risk management advisor analyzing risks and developing solutions for Desjardins, North America's largest cooperative financial group. Preparing recommendations, reports, and action plans while advising clients, practitioners, and organizational units.
Commercial Insurance Advisor promoting insurance products and advising business clients for Westland Insurance Group. Delivering client service, recommendations, and retention support from Grande Prairie or elsewhere in Canada.
Insurance sales and service associate supporting Jerry.ai’s auto and home insurance customers. Handling calls, policy changes, coverage guidance, and service requests remotely.
Senior AML/ATF manager overseeing compliance outsourcing, investigations, and sanctions risk management. Supporting Central 1’s mission to empower Canadian credit unions and financial institutions.
Property and casualty insurance advisor serving Desjardins members and clients in Mississauga. Preparing quotes, issuing contracts, analyzing renewals, and recommending personalized insurance coverage.
Inside wholesaler growing RBC Insurance’s individual insurance broker sales in Vancouver. Providing quotes, product expertise, training, and sales support to expand broker relationships.