Insurance Sales Specialist

Description:

As an Internal Insurance Wholesaler you will work with peers and External Wholesalers to manage a geographical sales region. Together, you are responsible for evolving existing advisor relationships and cultivating new ones, always with the goal of promoting client centric solutions that increase individual life & living benefit insurance sales at Manulife. The ideal candidate is a dynamic individual with a sales focus, excellent communication skills, strong work ethic and a competitive drive to succeed. They are intelligent, coachable and collaborative.

Reporting to the Director, Inside Insurance Sales, the Internal Wholesaler, is accountable for:

• 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.

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
• Bilingual in French is an asset