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Manulife Financial

Global financial services: insurance and investments

External Wholesaler - Guaranteed Wealth Solutions, Entrepreneurial Channels

Business Development & PartnershipsConfirmed live in the last 24 hours
Full-timeNo salary listed

About the Job

Requirements

  • A post-secondary degree or diploma in business, finance, economics, or a related field, or an equivalent combination of education and relevant experience.
  • At least 5 years of demonstrated success in financial services sales, wholesaling, business development, or a related advisor-facing role.
  • Strong understanding of the Canadian financial services industry, advisor distribution, and the needs of independent financial advisors.
  • Experience selling or supporting wealth, investment, insurance, retirement, or guaranteed wealth solutions.
  • Strong knowledge of investment and retirement markets and the ability to translate complex product concepts into compelling advisor and client solutions.
  • Successful completion of IFIC, CSC, or other relevant industry education or accreditation.
  • Demonstrated ability to build relationships, develop new business, and deliver against ambitious sales targets.
  • Ability to operate in a fast-paced, growth-oriented environment.
  • Strong organizational, territory management, and business planning capabilities.
  • Relationship development and consultative selling.
  • New business development and prospecting.
  • Strategic territory and business planning.
  • Advisor engagement and influence.
  • Solution-based selling.
  • Presentation and facilitation.
  • Negotiation and decision-making.
  • Creative and commercially oriented thinking.
  • Collaboration across teams and functions.
  • Strong communication and listening skills.

Responsibilities

  • Develop and execute a territory sales and business development strategy for Guaranteed Wealth Solutions within the Entrepreneurial Advisor channel.
  • Deliver against sales targets and annual production goals.
  • Build new advisor relationships while deepening and expanding existing relationships across the territory.
  • Develop an understanding of the advisor landscape, identify high-potential advisors and practices, and develop targeted strategies to grow Manulife’s share of their business.
  • Position Manulife’s Guaranteed Wealth Solutions through needs-based, solution-oriented sales conversations.
  • Help advisors identify opportunities within their practices and client base related to wealth accumulation, retirement planning, income, and guarantees.
  • Bring advisors ideas, insights, and strategies to help them grow their businesses and better serve their clients.
  • Deliver advisor presentations, educational sessions, webinars, and client-facing seminars.
  • Partner with the Internal Wholesaler and broader sales team to identify opportunities, increase advisor engagement, and drive sales.
  • Build relationships across Manulife, partnering with distribution, product, marketing, and other teams to bring Manulife’s resources to advisors.
  • Maintain consistent virtual and face-to-face engagement with advisors and manage sales opportunities and activity using Manulife’s contact management systems.
  • Share successful sales approaches, market insights, and business development strategies with peers and partners.
  • Represent Manulife at advisor conferences, industry events, and other channel activities.
  • Travel regularly throughout the territory and be available for evening and weekend advisor events.

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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