Manulife
Financial Services
DistrictVicePresident
Neural analysis suggests this role is
optimal for Director candidates.
“District Vice President at Manulife. Skills: Sales strategy, Relationship building, Revenue generation. Achieve sales targets. Achieve annual production goals”
What You'll Achieve.
Establish Manulife Investments in sales channels; Establish new sales in Manulife Investment products; Build new relationships; Solidify existing relationships
Industry & Context.
Decision making; Creative thinking
What They're Looking For.
Must Have
5+ years Investment Sales experience, Extensive knowledge of Financial Services industry, Extensive knowledge of capital markets, Participation in sale of Investment Products through MFDA, Participation in sale of Investment Products through Select Non-Bank IIROC, In-depth knowledge of mutual fund platforms, In-depth knowledge of ETF platforms, In-depth knowledge of SMA platforms, Computer proficiency, All aspects of the sales process
Nice to Have
IFIC mutual funds course completion preferred, CSC completion preferred
What You'll Do.
Achieve sales targets
Achieve annual production goals
Identify new relationships
Pursue new relationships
Provide insights to advisors
Develop advisor business
Develop investor business
Give advisor seminars
Give investor seminars
Work with internal wholesaler
Work with territory coordinator
Develop working relationships with Manulife field partners
Maintain contact with Advisors
Record daily activities
How You'll Work.
Team & Collaboration
Manulife field partners; Internal wholesaler; Territory coordinator
Communication Scope
Presentations skills
Process & Methodology
Business planning
Full Job Description
Reporting to the VP Regional Sales for Western Canada, the External Wholesaler is accountable for the development and implementation of a strategy that establishes Manulife Investments in our sales channels. Dealing directly with Financial Advisors, they will be responsible for promoting all products within Investments as well as providing a solution based method to selling. Success will be measured through the establishment of new sales in Manulife Investment products. Building new relationships as well as solidifying existing ones will also be key. **Position Responsibilities:** * Achieve ambitious sales targets and annual production goals. * Identify and pursue new relationships within the Financial Advisor network. * Provide new insights to advisors to help them develop business. * Give advisor and investor seminars. * Work with the internal wholesaler and territory coordinator to develop new sales. * Develop effective and professional working relationships with other Manulife field partners including representatives from Manulife Investments, Professional Services Team and key partners in all Business Divisions. * Maintain agreed upon levels of virtual and face to face contact with the Advisors in the region and record daily activities using the current contact management system. * Develop and share ongoing standard methodologies, sales, marketing and business development ideas and strategies with peers and Advisors. **Required Qualifications:** * 5+ years Investment Sales experience with extensive and detailed knowledge of Financial Services industry and capital markets. * Participation in the sale of Investment Products through one or more of the following: MFDA, Select Non-Bank IIROC. * In-depth knowledge of mutual fund, ETF, and SMA platforms. * Successful completion of IFIC mutual funds course or CSC preferred * Ambitious and highly organized. Proven strength in: * Decision making * Project and business planning * Creative thinking * Interpersonal/communic
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