Full-Time

External Insurance Wholesaler

Posted on 11/19/2024

Manulife Financial

Manulife Financial

10,001+ employees

Provides insurance, investment, and retirement solutions

Data & Analytics
Financial Services

Junior, Mid

Remote in Canada

Category
Insurance
Finance & Banking
Required Skills
Sales
Marketing
Requirements
  • Previous industry sales experience
  • University Degree or equivalent industry education
  • Strong knowledge of marketing concepts, product applications, and competitive positioning.
  • Attained or working on relevant professional designations (CLU, CFP, and CH.F.C.)
  • Expertise in personal and corporate taxation and financial planning.
Responsibilities
  • Proactively handle relationships with key advisors and intermediaries - including but not limited to providing product training, case consultation, joint field work, sales proposal design and point of sale assistance as required.
  • Identify opportunities and activities to generate profitable business growth.
  • Develop and execute regular business development plans and conduct dynamic sales meetings & seminars.
  • Be a contact in aiding in the resolution of situations that may arise with the intermediaries and individuals within the region.
  • Assist in developing and implementing strategies designed to provide 'best in class' marketing support and new sales ideas and concepts to Advisors.
  • Maintain agreed upon levels of face-to-face contact with the advisors in the region and record daily activities using the current contact management system.
  • Represent and promote Manulife in the local financial community by developing strong business relationships with advisors and industry associations.
  • Perform front line business risk management function through awareness, support and implementation of compliance and company policies with advisors, including supervision of sales related activities.

Manulife provides a variety of financial services, including life and health insurance, wealth management, and retirement solutions. Their products help individuals, businesses, and institutions manage financial risks and grow their wealth. Manulife generates revenue through premiums from policyholders, fees for managing assets, and investment income. The company uses advanced analytics and technology to offer personalized services, setting it apart from competitors. Manulife's goal is to assist customers in achieving their financial dreams and aspirations while fostering a supportive work environment for its employees.

Company Stage

IPO

Total Funding

N/A

Headquarters

Toronto, Canada

Founded

N/A

Simplify Jobs

Simplify's Take

What believers are saying

  • Manulife's strong financial performance, as evidenced by a 6% increase in core earnings, indicates robust growth potential and stability for employees.
  • The company's focus on innovation and technology, such as the rollout of GenAI, provides opportunities for employees to work on cutting-edge projects.
  • Manulife's global reach and diverse client base offer employees exposure to international markets and varied professional experiences.

What critics are saying

  • The financial services industry is highly competitive, with potential threats from both traditional and fintech companies that could impact Manulife's market share.
  • Regulatory changes across different regions could pose compliance challenges and affect Manulife's operations.

What makes Manulife Financial unique

  • Manulife's integration of GenAI in contact centers showcases its commitment to leveraging advanced technology for enhanced customer service, setting it apart from traditional financial service providers.
  • The company's global presence across North America, Asia, and Europe allows it to tap into diverse markets, providing a competitive edge over regional players.
  • Manulife's comprehensive suite of services, including insurance, wealth management, and retirement solutions, offers a one-stop-shop for clients, unlike competitors who may specialize in only one area.

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