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

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