GWS Internal Wholesaler - Retail
About The Position
As the Internal Wholesaler, you will be responsible for promoting a full range of Wealth Management solutions to Advisors and industry-leading access to Portfolio Managers and Strategists, focusing on the estate planning and wealth transfer benefits of Manulife segregated funds and annuities. With a solid understanding of the Advisors’ business, you will be at the forefront of aligning their needs with our innovative technology, product and service solutions, providing proactive sales and business building ideas. Working with an External Wholesaler and Territory Coordinator, you will be accountable for sales growth and relationship management within a defined region. Sales opportunities at Manulife cover a wide range of geographies, demographics and products. This opportunity offers a long-term professional career path with a focus on business development within an established and defined training program into becoming an External Wholesaler. Roles in our Banking, Insurance, Marketing, Product Management and Asset Management areas are also open to you. Along with monthly sales incentives and annual bonuses, and our robust onboarding process, we offer continuing educational support with a comprehensive benefits program.
Requirements
- College or University degree in a related field is preferred
- Prior sales experience in the financial services industry, ideally with familiarity in advisor practice management
- Knowledge of Wealth Management products (Segregated Funds & Annuities) and an understanding of global financial markets is an asset
- Successful completion of industry-related courses such as CSC, IFIC, CFP (or working towards completion of industry-related courses) is preferred
Nice To Haves
- Positive and energetic
- Resilient
- Ambitious
- Self-motivated
- Adaptable to change
- Results oriented
- Coachable
Responsibilities
- Achieve product-specific sales targets within the wholesaler’s specific region
- Identify and pursue new relationships with Advisors
- Provide new insights to help advisors grow their business with Manulife
- Demonstrated ability to persuade and negotiate through consultation and active listening skills
- Effective presentation skills and delivery to engage with different audiences
- Ability to prioritize and time management skills to schedule time to work on the business, as well as in the business
- Execution of a repeatable and measurable sales process
- Knowledgeable on the current industry landscape and competitors with an ability to be innovative in sales strategies, marketing concepts and product applications
- Willingness to become an expert in Wealth Management solutions and strategies through leadership and a strong sense of self awareness
- Assess customer-related information to help analyze and identify potential sales opportunities for advisors' customers
Benefits
- monthly sales incentives
- annual bonuses
- robust onboarding process
- continuing educational support
- comprehensive benefits program
- health
- dental
- mental health
- vision
- short- and long-term disability
- life and AD&D insurance coverage
- adoption/surrogacy and wellness benefits
- employee/family assistance plans
- retirement savings plans (including pension and a global share ownership plan with employer matching contributions)
- financial education and counseling resources
- generous paid time off program in Canada includes holidays, vacation, personal, and sick days
- full range of statutory leaves of absence
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
