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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in business development and relationship management within the insurance industry, with a strong focus on financial planning, compliance, and marketing strategies. Bilingual proficiency in French and English enhances communication and engagement with diverse clients and advisors.
Highest-signal resume keywords
External Insurance WholesalingBusiness Development PlansFinancial Planning ExpertiseBilingual in French and EnglishProfessional Designations (CLU, CFP, CH.F.C.)
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 ExperiencePersonal and Corporate Taxation KnowledgeInsurance Product KnowledgeMarketing ConceptsProposal DevelopmentBusiness Case DevelopmentEstate AnalysisCompliance AwarenessRisk ManagementCompetitive Positioning
Soft Skills
Relationship ManagementInfluencing SkillsNegotiation SkillsFacilitation SkillsPresentation Skills
Tools & Technologies
Contact Management System
Certifications & Qualifications
CLUCFPCH.F.C.
Industry Keywords
Insurance SalesFinancial Community EngagementAdvisor RelationshipsRegulatory IssuesBusiness Growth Opportunities
About the role
Key responsibilities & impact- Serve the Quebec territory as an External Insurance Wholesaler
- Proactively handle relationships with key advisors and intermediaries
- Assist with resolving problems involving intermediaries and individuals within the region
- Identify opportunities and activities to generate profitable business growth
- Develop and execute regular business development plans
- Conduct sales meetings and seminars
- Develop and implement strategies providing consultants with marketing support and new sales ideas and concepts
- Maintain agreed-upon face-to-face contact levels with regional advisors
- Record daily activities using the current contact management system
- Represent and promote Manulife in the local financial community
- Develop strong business relationships with advisors and industry associations
- Perform front-line business risk management through awareness, support, and implementation of compliance and company policies with advisors
- Supervise sales-related activities
Requirements
What you’ll need- Previous industry sales experience
- University Degree or equivalent industry education
- 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
- Fully bilingual in French and English
- Knowledge of regulatory issues impacting the sale of life insurance
- Expert knowledge of Manulife individual insurance products
- Strong knowledge of marketing concepts and product application
- Strong knowledge of competitive positioning
- Facilitation and presentation skills
- Ability to develop, organize, and deliver proposals, business cases, and estate analysis
- Strong influencing and negotiation 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- and long-term disability insurance 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 in Canada
- Statutory leaves of absence
- Flexible environment
- Learning and career growth support
- Reasonable accommodation during the application process