Full-Time

Selling Tools and Insights Consultant

Confirmed live in the last 24 hours

Manulife Financial

Manulife Financial

10,001+ employees

Provides insurance, investment, and retirement solutions

Fintech
Financial Services

Compensation Overview

CA$103k - CA$185.5kAnnually

+ Incentive Programs + Incentive Compensation

Entry, Junior, Mid

Boston, MA, USA + 1 more

More locations: Toronto, ON, Canada

Hybrid role requiring in-office presence.

Category
Customer Success Management
Sales & Account Management
Requirements
  • Proven experience working within a sales organization; experience in change management and/or coaching preferred
  • Good handle on the industry, sales processes and sales team’s ways of working, as well as sufficient technical proficiency to become a skilled user of CRM systems, sales tools and innovations
  • Experienced working as a consultant/coach, understanding and addressing unique team and regional requirements; undertaking needs assessments and tailoring solutions and approaches
  • Empathetic and emotionally aware of challenges the sales team can face; while being enthusiastic about innovation and driving productivity, can skillfully promote standardized processes and best practices while respecting/leveraging regional nuances and successful ways of working
  • Excellent written and spoken communication and interpersonal skills, with ability to influence
  • Experienced at communication planning and execution; can leverage organizational resources as required
  • While not leading formal projects, can build plans and frameworks and work in collaboration with colleagues and partners
  • Experience establishing data-driven approach to baselining, measuring and reporting on change initiatives
Responsibilities
  • Collaborate with, and regularly shadow, diverse sales regions and territories to understand their unique ways of working, workflows and challenges
  • Align new tools and centralized best practices with existing regional/territory processes
  • Identify best practices emerging from the field and scale across sales team
  • Develop and implement tailored change management strategies to enhance CRM, selling tools, insights and innovation adoption, including being hands-on with sales teams (e.g., setting up new tools for territories/regions; one-to-one coaching)
  • Lead communication planning and execution in support of new tools and insights, as well as department’s communications to global leadership and key stakeholders/partners
  • Lead coordination of Distribution Enablement teams to contribute to sales strategies and product launches. Identify gaps in enablement and raise to leadership
  • Leverage regional sales strategy teams to drive adoption and gather insights from the Sales team
  • Work closely with sales leadership to ensure tools and processes support business goals and gain their buy-in; understand sales leaderships’ needs and promote data-driven sales leadership and strategy
  • Work with sales leadership to establish and build buy-in for core standards in ways of working (e.g., when it’s not appropriate to use excel versus centralized tool)
  • Based on experience working with sales team, inform the roadmaps of the CRM, selling tools, Advanced Analytics and BI teams
  • Collaborate with Learning & Development team to deliver customized training programs on new sales tools and technologies, aligned with sales methodologies and business goals
  • Monitor and report on adoption rates and impact of tools and insights across different regions, aligned with established OKRs for the Distribution Enablement team

Manulife provides a variety of financial services, including life and health insurance, wealth management, and retirement solutions. Their products help individuals, businesses, and institutions manage financial risks and grow their wealth. Manulife generates revenue through premiums from policyholders, fees for managing assets, and investment income. The company uses advanced analytics and technology to offer personalized services, setting it apart from competitors. Manulife's goal is to assist customers in achieving their financial dreams and aspirations while fostering a supportive work environment for its employees.

Company Stage

IPO

Total Funding

N/A

Headquarters

Toronto, Canada

Founded

1887

Simplify Jobs

Simplify's Take

What believers are saying

  • Blockchain adoption in wealth management attracts tech-savvy clients to Manulife.
  • Subordinated debenture issuance provides capital for growth and balance sheet strength.
  • Wearable tech integration in insurance programs improves customer loyalty and health outcomes.

What critics are saying

  • Fintech competition threatens Manulife's market share in insurance and investments.
  • Decentralized finance platforms challenge traditional wealth management services.
  • Regulatory scrutiny on ESG practices may require enhanced sustainability initiatives.

What makes Manulife Financial unique

  • Manulife integrates wearable tech like Apple Watch to enhance customer engagement.
  • Focus on behavioral insurance strategies sets Manulife apart in a competitive market.
  • Reputable auditor re-appointment boosts investor confidence in Manulife's governance.

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