External Wholesaler, Guaranteed Wealth Solutions – Entrepreneurial Channels, BC

Manulife

5d • Remote

About The Position

The External Wholesaler, Guaranteed Wealth Solutions is responsible for driving growth and expanding Manulife’s presence across the Entrepreneurial Advisor channel in British Columbia. Reporting to the National Vice President, Entrepreneurial Sales Channels, Canada, this relationship-driven sales role works directly with independent financial advisors to build strong relationships and help them incorporate Manulife’s Guaranteed Wealth Solutions into their practices and client conversations. The role combines business development, advisor engagement and solution-based selling, supported by a strong understanding of the wealth and retirement market and an entrepreneurial mindset.

Success is measured by sales growth, development of new advisor relationships, increased advisor engagement and penetration, and the continued development of productive relationships throughout the territory. The role requires regular travel throughout the territory and availability for occasional evening and weekend advisor events. The position is remote.

Requirements

• Post-secondary degree or diploma in business, finance, economics or a related field, or an equivalent combination of education and relevant experience.
• At least 5 years of demonstrated success in financial services sales, wholesaling, business development or a related advisor-facing role.
• Strong understanding of the Canadian financial services industry, advisor distribution and the needs of independent financial advisors.
• Experience selling or supporting wealth, investment, insurance, retirement or guaranteed wealth solutions.
• Strong knowledge of investment and retirement markets and the ability to translate complex product concepts into compelling advisor and client solutions.
• Successful completion of IFIC, CSC or other relevant industry education or accreditation.
• Demonstrated ability to build relationships, develop new business and deliver against ambitious sales targets.
• Highly motivated, entrepreneurial and comfortable operating in a fast-paced, growth-oriented environment.
• Strong organizational, territory management and business planning capabilities.
• Strength in relationship development and consultative selling.
• Strength in new business development and prospecting.
• Strength in strategic territory and business planning.
• Strength in advisor engagement and influence.
• Strength in solution-based selling.
• Strength in presentation and facilitation.
• Strength in negotiation and decision-making.
• Creative and commercially oriented thinking.
• Ability to collaborate across teams and functions.
• Strong communication and listening skills.

Responsibilities

• Develop and execute a territory sales and business development strategy for Guaranteed Wealth Solutions within the Entrepreneurial Advisor channel.
• Deliver against sales targets and annual production goals.
• Build new advisor relationships and deepen and expand existing relationships across the territory.
• Understand the advisor landscape, identify high-potential advisors and practices, and develop targeted strategies to grow Manulife’s share of their business.
• Position Manulife’s Guaranteed Wealth Solutions through needs-based, solution-oriented sales conversations.
• Help advisors identify opportunities related to wealth accumulation, retirement planning, income and guarantees.
• Provide advisors with ideas, insights and strategies to help grow their businesses and better serve clients.
• Deliver advisor presentations, educational sessions, webinars and client-facing seminars.
• Partner with the Internal Wholesaler and broader sales team to identify opportunities, increase advisor engagement and drive sales.
• Collaborate with distribution, product, marketing and other teams to bring Manulife’s resources to advisors.
• Maintain consistent virtual and face-to-face advisor engagement and manage sales opportunities and activity using Manulife’s contact management systems.
• Share successful sales approaches, market insights and business development strategies with peers and partners.
• Represent Manulife at advisor conferences, industry events and other channel activities.
• Travel regularly throughout the territory and attend occasional evening and weekend advisor events.

Benefits

• Incentive programs and incentive compensation tied to business and individual performance.
• Customizable health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage.
• Adoption, surrogacy and wellness benefits.
• Employee and family assistance plans.
• Retirement savings plans, including pension and a global share ownership plan with employer matching contributions.
• Financial education and counseling resources.
• Paid holidays, vacation, personal and sick days, and statutory leaves of absence.
• Flexible environment supporting well-being and inclusion.
• Learning and career growth support.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level