Manulife
Financial Services
ExternalWholesaler,AffinityMarkets
“External Wholesaler, Affinity Markets at Manulife. Skills: External Wholesaling, Affinity Markets Sales, Relationship Management, Sales Strategy, Consultative Selling. Manage the Western Sales region (British Columbia and Alberta). Evolve existing advisor relationships and cultivate new ones”
What You'll Achieve.
Increase Affinity Markets sales at Manulife; Achieve/exceed sales targets
Industry & Context.
Think critically
Expectation of spending up to 40% of the time in the field, Requiring travel across British Columbia and Alberta
What They're Looking For.
Must Have
High-level consultative and active listening skills, Compelling presentation abilities, Proficient verbal and written communication, 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), 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, Proven team player and mentor, Business Planning Skills, Basic understanding of industry / regulatory / legal environment and issues, Successful completion of LLQP
Nice to Have
Previous training/education experience is an asset, Previous knowledge of Manulife Affinity products and systems preferred, Attained or working on relevant professional designations (CLU, CFP, CHS or CH. F. C. )
What You'll Do.
Manage the Western Sales region (British Columbia and Alberta)
Evolve existing advisor relationships and cultivate new ones
Promote client-centric solutions that increase Affinity Markets sales
Promote the suite of Manulife Affinity Insurance solutions (Health & Dental
simple-issue Disability and Critical Illness insurance) to top advisors
Identify opportunities and activities to support and grow advisors’ businesses
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
Create professional working relationships with other Manulife field partners
Consistently maintain agreed upon levels of face-to-face contact with advisors in the sales territory
Record daily activities using Salesforce.com
Conduct sales and marketing meetings and seminars with advisors and Intermediaries
Train on Manulife Affinity solutions and approved sales and marketing concepts
Assist in developing sales opportunities with new and existing clients
Raise any service-related issues on behalf of advisors
Develop and share best practices
marketing and business development ideas with peers and advisors
Adherence to the highest ethical standards
Perform front line business risk management function through awareness
support and implementation of compliance and company policies with advisors
Supervision of sales-related activities
How You'll Work.
Team & Collaboration
Collaborate with financial advisors across the country; Build and maintain professional working relationships with other Manulife field partners; Develop and share best practices, sales, marketing and business development ideas with peers and advisors
Communication Scope
Proficient verbal and written communication; Compelling presentation abilities
Process & Methodology
Develop, analyze & refine strategies and tactics, Develop and implement plans
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