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Manulife Financial

Global financial services: insurance and investments

Sales Support Specialist

Insurance Sales & AgencyPosted on Nov 11
Full-timeBoston, MA, USAHybrid

About the Job

Requirements

  • Be willing to study for and acquire the required licenses within the outlined timeframes, including passing at least one FINRA exam within the first 10 weeks of hire.
  • Demonstrate a customer-centric mentality, strong sales acumen, excellent phone demeanor, and customer service skills.
  • Be able to problem-solve and adapt flexibly.

Responsibilities

  • Support the life insurance pre-sale process and help the Sales & Distribution team achieve strategic priorities, initiatives, and sales goals.
  • Support the life insurance sales process across product information, case design, illustrations, inbound and outbound communications, the new business and underwriting process, and related tools and resources.
  • Acquire the required licenses within the stated timeframes to remain in the Sales Support Specialist role.

Desired Qualifications

  • FINRA SIE, Series 6, Series 63, and state insurance licenses are preferred.
  • Knowledge of financial services is a plus.

About the Company

Manulife Financial

Global financial services: insurance and investments

Manulife Financial is a global financial services provider offering a wide range of insurance and investment solutions. It serves individuals, businesses, and institutions with products such as life and health insurance, wealth management, and retirement plans. Customers fund these products through premiums, fees for asset management, and investment income earned on invested assets. Manulife uses analytics and technology to tailor services and improve efficiency, aiming to help clients protect their finances, grow their wealth, and plan for retirement. The company differentiates itself through its large international presence in North America, Asia, and Europe, its breadth of products, and its emphasis on data-driven insights to personalize offerings. Its goal is to help customers achieve their financial goals and aspirations by providing comprehensive, paid-for financial solutions and ongoing support across multiple regions.

Company size
10,001+
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1887

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