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Manulife Financial

Global financial services: insurance and investments

GWS Internal Wholesaler - Retail

Account ManagementConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • Prior sales experience in the financial services industry, ideally with familiarity in advisor practice management.
  • Knowledge of wealth management products, including segregated funds and annuities, and an understanding of global financial markets is an asset.
  • Successful completion of industry-related courses such as the Canadian Securities Course (CSC), Investment Funds in Canada (IFIC), or Certified Financial Planner (CFP), or working toward completion, is preferred.
  • Ability to persuade and negotiate through consultation and active listening.
  • Effective presentation skills and the ability to engage different audiences.
  • Ability to prioritize and manage time effectively.
  • Knowledge of the current industry landscape and competitors, and ability to apply innovative sales strategies, marketing concepts, and product applications.
  • Willingness to develop expertise in wealth management solutions and strategies.
  • Ability to assess customer-related information to analyze and identify potential sales opportunities for advisors' customers.

Responsibilities

  • Achieve product-specific sales targets within the wholesaler's specific region.
  • Identify and pursue new relationships with advisors.
  • Provide new insights to help advisors grow their business with Manulife.
  • Execute a repeatable and measurable sales process.
  • Work with an external wholesaler and territory coordinator to grow sales and manage relationships within a defined region.

Desired Qualifications

  • A college or university degree in a related field is preferred.
  • Positive and energetic.
  • Resilient.
  • Ambitious.
  • Self-motivated.
  • Adaptable to change.
  • Results oriented.
  • Coachable.

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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