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About the role
Key responsibilities & impact- Promote a full range of Wealth Management solutions to Advisors
- Provide Advisors access to Portfolio Managers and Strategists
- Focus on estate planning and wealth transfer benefits of Manulife segregated funds and annuities
- Align Advisors’ needs with technology, product, and service solutions
- Provide proactive sales and business-building ideas
- Work with an External Wholesaler and Territory Coordinator
- Drive sales growth and manage relationships within a defined region
- Achieve product-specific sales targets
- Identify and pursue new Advisor relationships
- Provide insights to help Advisors grow their business with Manulife
- Execute a repeatable and measurable sales process
- Assess customer-related information to identify potential sales opportunities
- Develop sales strategies, marketing concepts, and product applications
Requirements
What you’ll need- College or University degree in a related field is preferred
- Prior sales experience in the financial services industry, ideally with familiarity in advisor practice management
- Knowledge of Wealth Management products (Segregated Funds & Annuities)
- Understanding of global financial markets is an asset
- Successful completion of industry-related courses such as CSC, IFIC, CFP (or working towards completion of industry-related courses) is preferred
- Ability to persuade and negotiate through consultation and active listening skills
- Effective presentation skills
- Ability to prioritize and manage time
- Knowledge of the current industry landscape and competitors
- Willingness to become an expert in Wealth Management solutions and strategies
Benefits
Comp & perks- Monthly sales incentives
- Annual bonuses
- Robust onboarding process
- Continuing educational support
- Comprehensive benefits program
- 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, and sick days
- Statutory leaves of absence
