External Wholesaler, Insurance

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About the role

  • External Insurance Wholesaler helping Manulife grow Quebec life insurance distribution. Building advisor relationships, driving sales, and supporting insurance strategies.

Responsibilities

  • Proactively handle relationships with key advisors and intermediaries
  • Assist with resolving problem situations involving intermediaries and individuals within the region
  • Identify opportunities and activities to generate profitable business growth
  • Develop and execute regular business development plans
  • Conduct dynamic sales meetings and seminars
  • Contribute to strategies providing consultants with marketing support and new sales ideas and concepts
  • Present new sales ideas and concepts to advisors
  • Maintain agreed-upon face-to-face contact levels with regional advisors
  • Record daily activities using the current contact management system
  • Represent and promote Manulife in the local financial community
  • Develop strong business relationships with advisors and industry associations
  • Perform front-line business risk management through awareness, support, and implementation of compliance and company policies with advisors
  • Supervise sales-related activities

Requirements

  • 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.)
  • A valid driver's license and access to a vehicle are required for this role
  • Fully bilingual (French/English)
  • Knowledge of regulatory issues impacting the sale of life insurance
  • Expert knowledge of Manulife individual insurance products
  • Strong knowledge of marketing concepts and product application
  • Strong knowledge of competitive positioning
  • Facilitation and presentation skills
  • Ability to develop, organize and deliver proposals, business cases, and estate analysis
  • Strong influencing and negotiation skills

Benefits

  • Incentive programs and incentive compensation tied to business and individual performance
  • Health insurance
  • Dental insurance
  • Mental health benefits
  • Vision insurance
  • Short- and long-term disability insurance
  • Life and 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
  • Personal days
  • Sick days
  • Statutory leaves of absence
  • Flexible environment supporting learning, growth, well-being, and inclusion

Job title

Job type

Full Time

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

RemoteCanada

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