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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in sales and marketing strategies for life insurance products, with a strong focus on relationship management and business development. Proficient in financial planning, regulatory compliance, and effective communication to support advisors and intermediaries.
Highest-signal resume keywords
Sales ExperienceFinancial Planning KnowledgeManulife Insurance Products ExpertiseBusiness Development PlanningRegulatory Compliance Knowledge
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 Process KnowledgeMarketing ConceptsBusiness Planning SkillsProposal DevelopmentEstate Analysis
Soft Skills
Active ListeningFacilitation SkillsPresentation SkillsInfluencing SkillsConflict Management
Tools & Technologies
Contact Management System
Certifications & Qualifications
CLUCFPCH.F.C.
Industry Keywords
Life InsuranceFinancial CommunityRegulatory IssuesCompetitive PositioningIntermediaries
About the role
Key responsibilities & impact- Provide case consultation, sales, product, and marketing support to select advisors and intermediaries
- Drive sales of individual life and living benefits insurance
- Partner with wholesalers and insurance product and marketing contacts to develop and grow regional business
- Identify opportunities and activities to generate profitable business growth
- Develop and execute 90-day and annual business development plans
- Develop and implement marketing support and new sales strategies for advisors
- Manage relationships with key advisors and intermediaries through product training, case consultation, joint field work, sales proposal design, and point-of-sale assistance
- Develop professional working relationships with Manulife field partners
- Maintain face-to-face contact with regional advisors and record daily activities in the contact management system
- Conduct sales meetings and seminars to train advisors on Manulife products, services, and approved sales concepts
- Assist advisors in developing sales opportunities with their clients
- Resolve problem situations involving intermediaries and individuals in the region
- Develop and share sales, marketing, business development ideas, and best practices
- Represent and promote Manulife in the local financial community and build relationships with advisors and industry associations
- Perform frontline business risk management through compliance and company-policy support and implementation
Requirements
What you’ll need- Previous industry sales experience
- University Degree or equivalent industry experience
- Knowledge and expertise in personal and corporate taxation and financial planning
- Attained or working on relevant professional designations (CLU, CFP, and CH.F.C.)
- Valid driver's license and access to a vehicle
- Knowledge of regulatory issues impacting the sale of life insurance
- In-depth knowledge of the sales process
- Expert knowledge of Manulife individual insurance products and systems
- Strong knowledge of marketing concepts and product applications
- Basic understanding of the regulatory/legal environment and issues
- Strong knowledge of competitive positioning
- Business planning skills
- Consulting and active listening skills
- Facilitation and presentation skills
- Strong verbal and written communication skills
- Self-motivated with strong self-management skills
- Ability to develop, organize, and deliver proposals, business cases, and estate analysis
- Strong influencing and negotiation skills
- High level of interpersonal and relationship-building skills
- Diplomacy and conflict management skills
Benefits
Comp & perks- Incentive programs and incentive compensation tied to business and individual performance
- Health insurance
- Dental insurance
- Mental health benefits
- Vision coverage
- Short- and long-term disability coverage
- Life and AD&D insurance coverage
- Adoption/surrogacy benefits
- Wellness benefits
- Employee/family assistance plans
- Retirement savings plans, including pension
- Global share ownership plan with employer matching contributions
- Financial education and counseling resources
- Paid holidays, vacation, personal, and sick days
- Statutory leaves of absence
- Flexible work environment
- Learning and career growth support
- Well-being and inclusion support