External Wholesaler, Affinity Markets

Manulife

4d • Remote

About The Position

The Manulife Affinity Markets Sales team, in collaboration with financial advisors across the country, offers a suite of creative insurance solutions, including health & dental, travel insurance, as well as simplified issue critical illness, and disability products. The position is primarily home‑based, with an expectation of spending up to 40% of the time in the field, requiring travel across British Columbia and Alberta. As an External Affinity Wholesaler, you will manage the Western Sales region (British Columbia and Alberta) and will be responsible for evolving existing advisor relationships and cultivating new ones, always with the goal of promoting client-centric solutions that increase Affinity Markets sales at Manulife. As an Affinity External Wholesaler, you are a dynamic individual with a sales focus, excellent communication skills, strong work ethic and a dedication to succeed. You are coachable, collaborative, organized and can think critically.

Requirements

• High-level consultative and active listening skills
• Compelling presentation abilities
• Proficient verbal and written communication
• Strong self-discipline and demonstrated initiative
• High level of comfort with computers, mobile devices, software including advanced knowledge of Manulife illustration system and a general knowledge level of the MS Office suite of products (with a focus on Excel)
• Strong knowledge of competitive positioning
• Ability to develop, organize and deliver proposals, business cases and PowerPoint presentations
• In-depth knowledge of the Insurance sales process
• Established ability to persuade and negotiate
• High level of social and relationship-building skills.
• Foster and build relationships to engage and influence others
• Thrive in a competitive environment
• Demonstrated time-management skills (necessary, due to geographical size of this sales territory)
• Proven team player and mentor
• Previous industry sales experience
• University Degree or equivalent industry education
• Successful completion of LLQP
• Attained or working on relevant professional designations (CLU, CFP, CHS or CH.F.C.)
• Business Planning Skills
• Basic understanding of industry / regulatory / legal environment and issues

Nice To Haves

• Previous training/education experience is an asset
• Previous knowledge of Manulife Affinity products and systems preferred.

Responsibilities

• Expertly promote the suite of Manulife Affinity Insurance solutions (Health & Dental, Travel, simple-issue Disability and Critical Illness insurance) to our top advisors
• Actively identify opportunities and activities to support and grow advisors’ businesses
• Develop, analyze & refine strategies and tactics to achieve/exceed sales targets.
• Assist in developing and implementing plans designed to provide “best in class” marketing support and new sales ideas to advisors.
• Build and maintain relationships with key advisors and Intermediaries while creating professional working relationships with other Manulife field partners.
• Consistently maintain agreed upon levels of face-to-face contact with advisors in the sales territory and record daily activities using Salesforce.com.
• Conduct sales and marketing meetings and seminars with advisors and Intermediaries (e.g.: MGA staff) to train on Manulife Affinity solutions and approved sales and marketing concepts, as well as assist in developing sales opportunities with new and existing clients.
• As a trusted partner, raise any service-related issues on behalf of advisors when they arise.
• Develop and share best practices, sales, marketing and business development ideas with peers and advisors.
• Adherence to the highest ethical standards at all times.
• 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.

Benefits

• 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.
• various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources.
• 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.

What This Job Offers

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