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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 support for life insurance products, with a strong focus on business development, relationship management, and compliance within the financial services industry. Proficient in delivering training and consultation to advisors while driving profitable business growth through strategic planning and execution.
Highest-signal resume keywords
Sales ExperienceBusiness Development PlanningKnowledge of Life Insurance ProductsConsulting and Active Listening SkillsRegulatory 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 KnowledgeFinancial Planning ExpertiseBusiness Planning SkillsProposal DevelopmentMarket Analysis
Soft Skills
Strong Verbal CommunicationInterpersonal SkillsNegotiation SkillsConflict Management SkillsSelf-Motivation
Tools & Technologies
Contact Management SystemSales Proposal Design Tools
Certifications & Qualifications
CLUCFPCH.F.C.
Industry Keywords
Life InsuranceFinancial ServicesRegulatory ComplianceMarketing ConceptsCompetitive Positioning
About the role
Key responsibilities & impact- Provide case consultation, sales, product and marketing support to selected advisors and intermediaries
- Drive sales of individual life and living benefits insurance
- Partner with other wholesalers and insurance product and marketing contacts to develop and grow the 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 ideas for advisors
- Manage relationships with key advisors and intermediaries
- Provide product training, case consultation, joint field work, sales proposal design and point-of-sale assistance
- Develop working relationships with Manulife field partners
- Maintain face-to-face contact with regional advisors and record 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 client base
- Resolve problem situations involving intermediaries and individuals in the region
- Share best practices, sales, marketing and business-development ideas with peers and advisors
- Represent and promote Manulife in the local financial community
- Perform front-line business risk management through compliance and company-policy implementation and supervision of sales-related activities
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 and 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 insurance
- Short-term disability insurance
- 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 work environment
- Learning and career growth support
- Well-being and inclusion support