Full-Time

Selling Tools and Insights Consultant

Posted on 12/19/2024

Manulife

Manulife

Compensation Overview

CA$103k - CA$185.5kAnnually

+ Incentive Programs + Incentive Compensation

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

Company Stage

N/A

Total Funding

N/A

Headquarters

null, null

Founded

N/A

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Simplify's Take

What believers are saying

  • InsurTech partnerships drive innovation in customer experience and operational efficiency.
  • Sustainability and ESG factors influence Manulife's insurance product offerings and corporate strategies.
  • Blockchain technology adoption enhances security and transparency in insurance operations.

What critics are saying

  • Competition from fintech companies challenges Manulife's traditional insurance models.
  • Rising interest rates impact profitability of Manulife's long-term insurance products.
  • Climate change increases claims and liabilities due to more frequent natural disasters.

What makes Manulife unique

  • Manulife leverages digital health solutions for personalized health management and predictive analytics.
  • The company integrates blockchain for enhanced security in policy management and claims processing.
  • AI-driven underwriting processes improve risk assessment accuracy and reduce processing times.

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