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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 consultative selling to drive business growth. Proficient in using Salesforce for tracking and managing advisor relationships while effectively communicating in English and French.
Highest-signal resume keywords
Proactive Sales ExperienceCold Calling ExpertiseSalesforce ProficiencyBilingual CommunicationLLQP Designation
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales StrategyConsultative SellingQuestion-Based SellingSales Campaign ExecutionIntermediate Excel Skills
Soft Skills
Interpersonal SkillsRelationship BuildingOrganizational SkillsCreativityProblem-Solving Skills
Tools & Technologies
SalesforceMicrosoft Office
Certifications & Qualifications
LLQP Designation
Industry Keywords
Insurance SalesFinancial AdvisorsOutbound CallingMass Market TerritoryValue-Added Products
About the role
Key responsibilities & impact- Proactively make outbound calls to financial advisors in the mass market territory to develop, maintain, and expand relationships
- Make a minimum of 60 calls per day and set targets for sales calls and meetings booked
- Gather intelligence on advisors’ practices using a question-based selling model to tailor solutions
- Optimize delivery of value-added products, services, and advice
- Enhance sales efforts through consultation and demonstrate the merits of Manulife products
- Execute sales campaigns
- Identify top prospects and create actionable plans
- Use Salesforce to maintain advisor profiles, track activity, and share business leads and ideas with peers
- Contribute to business growth through strategic outbound calling and consultative selling
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
- Ability to communicate in English and French to support clients from various jurisdictions outside of Quebec
- Bilingual preferred
- LLQP designation preferred or in process
- Familiarity with Salesforce and Microsoft Office
- Intermediate Excel skills
- Strong interpersonal and relationship-building skills
- Well-organized, self-starter with high energy and creativity
- Innovative marketing and problem-solving skills
Benefits
Comp & perks- Flexible work environment
- 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
- Proprietary continuous training program
- Learning and career growth opportunities
- Inclusive work environment
