外部批发商加拿大保险
External Wholesaler Canada Insurance
美世金融零售市场业务部门是加拿大领先的提供投资和保险解决方案的公司,满足加拿大家庭多样化的财务需求。与全国独立财务顾问合作,我们提供一系列创新的财富和保障解决方案,包括:隔离基金、共同基金、年金、保证利率合同、个人人寿保险以及业内最全面的生存福利产品组合,包括重大疾病、长期护理和残疾产品。您是否希望加入一个以创新、卓越和行业领先服务著称的团队?
向地区个人保险销售副总裁汇报,该职位负责为指定地区的顾问和中介提供个案咨询、销售、产品和营销支持,以推动个人人寿保险和生存福利保险的销售。
该职位还负责与其他批发商及保险产品和营销联系人合作,开发并拓展各自区域的业务。
岗位职责:
- 主动识别机会和活动,以实现盈利性业务增长。
- 制定并执行90天及年度业务发展计划。
- 协助制定和实施旨在为顾问提供“一流”营销支持和新销售理念与概念的策略。
- 管理与关键顾问和中介的关系——包括但不限于通过提供产品培训、个案咨询、联合实地工作、销售方案设计和销售点协助等方式进行主动沟通。
- 与其他美世现场合作伙伴建立有效且专业的合作关系。
- 保持与区域内顾问的约定面谈频率,并使用当前的客户管理系统记录每日活动。
- 与顾问和中介举行销售会议和研讨会,培训他们了解美世产品、服务和批准的销售理念,同时帮助他们开发客户群的销售机会。
- 与顾问及其他所有保险合作伙伴和总部合作伙伴建立最高水平的专业关系。
- 作为中介和个体代理人问题情况解决的联系人,提供协助。
查看英文原文
Manulife Financial’s Retail Markets business unit is a leading provider of investment and insurance solutions that meet the diverse financial needs of Canadian families. In collaboration with independent financial advisors across the country, we offer a suite of innovative wealth and protection solutions, including: segregated funds, mutual funds, annuities, guaranteed interest contracts, individual life insurance and one of the most comprehensive living benefit portfolios in the industry which includes critical illness, long-term care and disability products. Are you looking to join a team that is recognized for innovation, excellence and industry-leading service?
Reporting to the Regional Vice President, Individual Insurance Sales, the wholesaler will be accountable for providing case consultation, sales, product and marketing support to select advisors and intermediaries in the territory in order to drive sales of individual life and living benefits insurance.
The incumbent is also responsible for partnering with other wholesalers and insurance product and marketing contacts to develop and grow the business in their respective regions.
Position Responsibilities:
- Proactively identify opportunities and activities to generate profitable business growth.
- Develop and execute 90 Day and annual business development plans.
- Assist in developing and implementing strategies designed to provide “best of class” marketing support and new sales ideas and concepts to Advisors.
- Manage relationships with key advisors and intermediaries - including but not limited to proactive contact by providing product training, case consultation, joint field work, sales proposal design and point of sale assistance as required.
- Develop effective and professional working relationships with other Manulife field partners.
- 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.
- Conduct sales meetings & seminars with advisors and intermediaries to train them on Manulife products, service offerings and approved sales concepts, as well as assist them in developing sales opportunities with their client base.
- Develop and maintain the highest level of professional relationships with advisors and all other insurance partners and Head Office partners.
- Be a contact in providing assistance in the resolution of problem situations that may arise with the intermediaries and individuals within the region.
- Develop and share ongoing best practices, sales, marketing and business development ideas and strategies with peers and advisors.
- 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.
Required Qualifications:
- Previous industry sales experience
- University Degree or equivalent industry experience
- Knowledge and expertise in personal and corporate taxation and financial planning
- Attained or working on relevant professional designations (CLU, CFP, and CH.F.C.)
- Valid driver's license and access to a vehicle
Preferred Qualifications:
- Knowledge of regulatory issues impacting the sale of life insurance
- In-depth knowledge of the sales process
- Expert knowledge of Manulife individual insurance products and systems
- Strong knowledge of marketing concept and product applications
- Basic understanding of regulatory / legal environment and issues
- Strong knowledge of competitive positioning
- Business planning skills
- Consulting and active listening skills
- Facilitation and presentation skills
- Strong verbal and written communication skills
- Self-motivated and strong self-management skills.
- Ability to develop, organize and deliver proposals, business cases, and estate analysis
- Strong influencing and negotiation skills
- High level of inter-personal and relationship building skills.
- Diplomacy and conflict management skills
When you join our team:
- We’ll empower you to learn and grow the career you want.
- We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
- As part of our global team, we’ll support you in shaping the future you want to see.
The role being advertised is an existing vacancy.
About Manulife and John Hancock
Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit .
Manulife is an Equal Opportunity Employer
At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact .
Working Arrangement
RemoteSalary & Benefits
Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact for the salary range for your location.
Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact for more information about U.S.-specific paid time off provisions.
We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.
Originally posted on Himalayas