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Manulife Financial

Global financial services: insurance and investments

District Vice President

Field SalesConfirmed live in the last 24 hours
Full-timeBritish Columbia, Canada

About the Job

Requirements

  • At least 3 years of investment sales experience, with extensive and detailed knowledge of the financial services industry and capital markets.
  • Participation in the sale of investment products through one or more of MFDA or Select Non-Bank IIROC.
  • In-depth knowledge of mutual fund, ETF, and SMA platforms.
  • Successful completion of the IFIC mutual funds course or CSC is preferred.
  • Ambitious and highly organized.
  • Strength in decision making, project and business planning, creative thinking, interpersonal communication, listening, conflict resolution, presentation skills, computer proficiency, and all aspects of the sales process.

Responsibilities

  • Achieve sales targets and annual production goals.
  • Identify and pursue new relationships within the Financial Advisor network.
  • Provide new insights to advisors to help them develop business.
  • Give advisor and investor seminars.
  • Work with the internal wholesaler and territory coordinator to develop new sales.
  • Develop effective and professional working relationships with other Manulife field partners, including representatives from Manulife Investments, the Professional Services Team, and key partners in all Business Divisions.
  • Maintain agreed levels of virtual and face-to-face contact with Advisors in the region and record daily activities using the current contact management system.
  • Develop and share ongoing standard methodologies, sales, marketing, and business development ideas and strategies with peers and Advisors.

Desired Qualifications

  • Successful completion of the IFIC mutual funds course or CSC.

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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