External Wholesaler – Individual Life Insurance

About the role

Manulife Financial's Retail Markets business unit is recruiting an external wholesaler for its Individual Insurance Sales team. Reporting to the Regional Vice President, the wholesaler supports selected advisors and intermediaries in the territory with case consultation, sales, product and marketing support to drive sales of individual life and living benefits insurance, and works with other wholesalers and product and marketing contacts to grow the business in their regions. The position is remote.

Key responsibilities

• Identify opportunities and activities that generate profitable business growth, and develop and execute 90-day and annual business development plans.
• Help create marketing support and new sales ideas for advisors, and manage relationships with key advisors and intermediaries through product training, case consultation, joint field work, proposal design and point-of-sale assistance.
• Maintain face-to-face contact with regional advisors, record daily activities in the contact management system, and hold sales meetings and seminars to train advisors on products and approved sales concepts.
• Resolve problems with intermediaries, share best practices with peers and advisors, and represent Manulife in the local financial community with industry associations.
• Perform front-line business risk management by supporting compliance and company policies with advisors, including supervision of sales-related activities.

Required profile

• Previous industry sales experience.
• University degree or equivalent industry experience.
• Knowledge of personal and corporate taxation and financial planning.
• Attained or working toward professional designations such as CLU, CFP and CH.F.C.
• Valid driver's licence and access to a vehicle.

Required skills

• Preferred: knowledge of regulatory issues affecting life insurance sales and of the sales process.
• Preferred: expert knowledge of Manulife individual insurance products and systems, and strong business planning, consulting, facilitation and presentation skills.

What we offer

• Incentive programs and performance-based compensation; salary varies by location and qualifications.
• Customizable benefits including health, dental, mental health, vision, disability, life and AD&D insurance, and retirement savings plans with employer matching.
• Paid time off in Canada and a flexible, inclusive work environment.