Description:
- Utilizing their superior communication skills to proactively interact with advisors on a daily basis, with the objective of supporting key advisors and partnering with them to uncover sales opportunities.
- Managing & organizing their daily tasks effectively to achieve productivity metrics in a way that best supports advisors and the region
- Handling incoming advisor inquiries (case consultations, illustration support, product queries and training, etc.)
- Leveraging peers, external wholesalers, tools & resources, data & analytics, etc. to investigate proactive sales opportunities that are formalized and executed via effective business planning (60 day cycles).
- Using Salesforce.com to create and maintain advisor profiles and data on current and proposed activity
- Collaborate with peers from other teams, departments and territories to share business leads and ideas
Internal Wholesalers also have the unique opportunity to participate in a Manulife proprietary continuous training program; a dedicated program that is designed to provide the Internal Wholesaler with the necessary skills and knowledge to be promoted to an External Wholesaler position.
What motivates you?
- You obsess about customers, listen, engage and act for their benefit.
- You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.
- You thrive in teams and enjoy getting things done together.
- You take ownership and build solutions, focusing on what matters.
- You do what is right, work with integrity and speak up.
- You share your humanity, helping us build a diverse and inclusive work environment for everyone.
Qualifications
- At least 2 years insurance/sales experience
- LLQP designation preferred (or in process)
- College or University degree in related field or equivalent work experience
- Familiarity with Microsoft Office, including intermediate level of experience using Excel
- Ability to multi-task and pay attention to detail
- Strong interpersonal and relationship-building skills
- Well-organized, self-starter with high energy and creativity
- Innovative marketing and problem-solving skills
- Excels in a collaborative and challenging environment with a strong desire to win
- Excellent oral and written communication skills
What can we offer you?
- A competitive salary and benefits packages.
- A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.
- A focus on growing your career path with us.
- Flexible work policies and strong work-life balance.
- Professional development and leadership opportunities.