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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, while utilizing Salesforce for tracking and maintaining advisor profiles. Possesses strong problem-solving and marketing skills to tailor insurance solutions effectively.
Highest-signal resume keywords
Proactive Sales ExperienceCold Calling ExpertiseSalesforce ProficiencyLLQP DesignationBilingual Communication
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 SalesQuestion-Based SellingSales Campaign ExecutionIntermediate Excel Skills
Soft Skills
Interpersonal SkillsRelationship-BuildingWell-OrganizedSelf-StarterCreativity
Tools & Technologies
SalesforceMicrosoft Office
Certifications & Qualifications
LLQP Designation
Industry Keywords
Financial AdvisorsOutbound CallsInsurance SolutionsSales Strategies
About the role
Key responsibilities & impact- Make a minimum of 60 outbound calls per day to financial advisors in the mass market territory
- Develop, maintain, and expand financial advisor and field staff relationships
- 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 growth toward future 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 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 supporting well-being and inclusion
- Health insurance
- Dental insurance
- Mental health benefits
- Vision coverage
- Short-term disability insurance
- Long-term disability insurance
- Life insurance
- AD&D insurance
- 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
- Continuous training program
- Flexible remote work arrangement