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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in proactive sales, cold calling, and relationship-building with financial advisors. Proficient in utilizing Salesforce for tracking and maintaining advisor profiles while delivering tailored insurance solutions.
Highest-signal resume keywords
Proactive Sales ExperienceCold Calling SkillsBilingual CommunicationLLQP DesignationSalesforce Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Insurance SolutionsSales Campaign ExecutionQuestion-Based SellingSales Target SettingAdvisor Relationship Management
Soft Skills
Interpersonal SkillsRelationship-BuildingWell-OrganizedSelf-StarterCreativity
Tools & Technologies
SalesforceMicrosoft OfficeExcel
Certifications & Qualifications
LLQP Designation
Industry Keywords
Financial AdvisorsOutbound CallsMass Market TerritorySales MeetingsValue-Added Products
About the role
Key responsibilities & impact- Make at least 60 outbound calls per day to financial advisors in the mass market territory
- Develop, maintain, and expand financial advisor and field staff relationships
- Set targets for sales calls and meetings booked
- Gather intelligence on advisors’ practices using a question-based selling model
- Tailor insurance solutions to advisor needs
- Deliver value-added products, services, and advice
- Demonstrate the merits of Manulife products and enhance sales efforts through consultation
- Execute sales campaigns
- Identify top prospects and create actionable plans
- Use Salesforce to maintain advisor profiles and track activity
- Share business leads and ideas with peers
- Support future progression into field sales roles through continuous training
Requirements
What you’ll need- Minimum 2 years of insurance or sales experience
- Proven success in proactive sales and cold calling
- College or University degree in a related field or equivalent work experience
- Bilingual communication in English and French required to support clients from various jurisdictions outside Quebec
- LLQP designation preferred, or in process
- Familiarity with Salesforce and Microsoft Office, including intermediate Excel skills preferred
- Strong interpersonal and relationship-building skills preferred
- Well-organized, self-starter with high energy and creativity preferred
- Innovative marketing and problem-solving skills preferred
Benefits
Comp & perks- Sales incentive programs and incentive compensation based on role-specific criteria
- Health insurance
- Dental insurance
- Mental health benefits
- Vision coverage
- 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 days
- Personal days
- Sick days
- Statutory leaves of absence
- Flexible environment
- Continuous training program
- Learning and career growth support
- Inclusion and well-being support
