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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Wealth Management solutions, including Segregated Funds and Annuities, while effectively aligning Advisors' needs with innovative sales strategies and technology solutions. Proven ability to achieve sales targets and build strong relationships within the financial services industry.
Highest-signal resume keywords
Wealth Management SolutionsSales Experience in Financial ServicesSegregated Funds & Annuities KnowledgeIndustry-Related Certifications (CSC, IFIC, CFP)Business Development & Relationship Building
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 ExecutionPortfolio Management AccessMarket AnalysisSales Target AchievementPresentation Skills
Soft Skills
PersuasionActive ListeningTime ManagementAdaptabilityResilience
Certifications & Qualifications
CSCIFICCFP
Industry Keywords
Wealth ManagementAdvisor Practice ManagementFinancial MarketsBusiness DevelopmentSales Strategies
About the role
Key responsibilities & impact- Promote a full range of Wealth Management solutions to Advisors
- Provide 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 within a defined region
- Achieve product-specific sales targets within the assigned region
- Identify and pursue new relationships with Advisors
- Provide insights to help Advisors grow their business with Manulife
- Persuade and negotiate through consultation and active listening
- Deliver effective presentations to different audiences
- Prioritize and manage time across business development and operational activities
- Execute a repeatable and measurable sales process
- Monitor industry landscape and competitors and develop innovative sales strategies, marketing concepts, and product applications
- Become an expert in Wealth Management solutions and strategies
- Assess customer-related information to identify potential sales opportunities
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) and an 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
- Positive and energetic
- Resilient
- Ambitious
- Self-motivated
- Adaptable to change
- Results oriented
- Coachable
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