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Manulife Financial

Global financial services: insurance and investments

AVP – US Life Insurance Sales Desk

Sales OperationsConfirmed live in the last 24 hours
Full-timeBoston, MA, USA$120k - $208k

About the Job

Requirements

  • A BS or BA degree is required.
  • At least 5 years of leadership experience in a sales organization is required.
  • At least 5 years of experience in inbound and outbound call operations and implementing sales plans across varying groups and support models is required.
  • Experience in life insurance sales or sales support, with strong business relationships, skilled leadership, and business results, is required.
  • Experience leading multidisciplined and multiple teams is required.
  • Strategic development of internal and external support models and operational leadership, including a firsthand understanding of sales processes and carrier selection in an intermediated distribution model, is required.
  • The ability to identify continuous-improvement opportunities and drive execution that enhances and customizes service delivery to improve sales performance is required.
  • Strong communication, organizational, presentation, and negotiation skills are required.
  • Experience with team selling and building scalable training curricula that support talent mobilization is required.
  • The ability to manage multiple projects with specific deadlines is required.
  • Extensive product and industry knowledge is required.
  • Relevant Life/Health, Series 6, and Series 26 licensing must be maintained.
  • Advanced analytical and critical-thinking skills are required.
  • The ability to work across teams to solve sales problems, including with Regional Wholesalers, National Accounts, Marketing, Operations, Implementation, Underwriting, and Analytics, is required.
  • Knowledge of current products and ancillary services is required.
  • Knowledge of peer insurers' products and services, and the ability to provide senior leaders with executive summaries on trends, client sentiment, and perception, is required.

Responsibilities

  • Develop and implement strategic plans and oversee day-to-day execution to improve the effectiveness of the life Sales Support department.
  • Recruit, retain, and develop talent supporting External Wholesalers, National Accounts, and B2B partnerships.
  • Lead a team of Directors, Managers, and sales support professionals, providing direction, training, and support to achieve department and company goals.
  • Assess and refine sales support processes to increase efficiency and provide a seamless experience for the sales organization and external customers.
  • Collaborate across departments on strategic priorities with Product, Underwriting, Marketing, Analytics, and other relevant teams to coordinate sales support and go-to-market strategies.
  • Develop and implement sales training curricula and programs for the sales support team to meet required licensing requirements, improve call scripting and soft-selling skills, increase product knowledge, and support consistent messaging for current and new product lines.
  • Monitor and analyze key performance metrics, identify improvement opportunities, and make actionable recommendations.
  • Prepare and present regular reports to senior management on the sales support department's performance and key initiatives.
  • Ensure interactions with partners and internal teams meet company quality and compliance standards.
  • Develop customer engagement strategies, build and maintain relationships with key internal and external customers, address concerns, and provide sales value and support.
  • Provide observations on marketing materials, presentations, and demonstrations based on teams' direct interaction with partners.
  • Participate in sales preparation processes and go-to-market strategies.
  • Provide technical and regulatory consultative sales leadership.
  • Partner with Sales and Account Management to set direction and co-create measures and achievements for a cohesive, proactive sales support model aligned with strategic directives and accounting for internal roles and external partners' growth strategies.
  • Co-design customized support models for new markets and direct B2B relationships.
  • Develop sales compensation plans that recognize individual contributions while maintaining a collaborative and balanced team model across selling units and roles.
  • Deliver targeted growth strategies aligned with company directives and sales plans.

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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