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Manulife Financial

Global financial services: insurance and investments

Licensed Insurance Advisor

Insurance Sales & AgencyPosted on Nov 10
Full-time

About the Job

Requirements

  • Strong written and verbal communication skills with excellent active listening skills.
  • A positive, team-oriented attitude and a genuine focus on customer experience.
  • Motivation to meet sales targets and build a career with strong earning potential.
  • Comfort working in both open office environments and from home.
  • The ability to connect with people, understand their needs, and guide conversations.
  • Attention to detail when gathering information, analyzing needs, and offering solutions.

Responsibilities

  • Support new clients by handling inbound calls about Health and Dental, Travel, and Life Insurance.
  • Connect with customers who have already expressed interest through outbound calls.
  • Assist clients through online chat and digital channels.
  • Learn to understand client needs and recommend appropriate insurance solutions.
  • Record client details and needs accurately using online systems.
  • Work toward monthly, quarterly, and annual sales and quality goals.
  • Build strong customer relationships and develop a personal sales pipeline.
  • Support marketing and sponsor campaigns.
  • Share customer insights to help improve products and processes.

Desired Qualifications

  • A natural problem-solver who can communicate comfortably with different types of clients to help guide them to the right solution.
  • Confidence navigating multiple screens or systems at once and eagerness to learn new tools; experience with Microsoft Outlook, Salesforce, or other web-based systems is a plus.
  • Experience in telephone sales or a call-center environment is helpful, but not required.
  • Previous exposure to insurance, especially Accident and Sickness or Life Insurance, is considered an asset.
  • A post-secondary degree is preferred, although equivalent work or volunteer experience is also strongly considered.
  • Familiarity with Salesforce or another customer relationship management platform is an advantage, with support available for candidates who are new to it.

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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