Manulife Financial
Financial Services
NationalSalesCoordinator,AffinityChannel
“National Sales Coordinator, Affinity Channel at Manulife Financial. Skills: Administrative Duties, Sales and Marketing Support, Reporting and Analytics, Advisor Meetings and Events, Team and Partner Coordination. Maintain the Salesforce CRM to ensure data accuracy and integrity.. Process invoices, manage expense reporting, and support budget tracking.”
What You'll Achieve.
helping us meet our business development goals and sales targets; your work will make a real impact
Industry & Context.
Expect occasional travel for training, meetings, and events.
What They're Looking For.
Must Have
Post-secondary education or equivalent experience, Proficiency with digital tools like Word, PowerPoint, Excel, and Salesforce, communication skills, both verbal and written, with a knack for building relationships at all levels
Nice to Have
Excellent organizational and time management skills, Detail-oriented with a talent for preparing and analyzing reports, Discretion and tact in handling sensitive information, Experience in financial services is a plus, Ability to work independently and as part of a team
What You'll Do.
Maintain the Salesforce CRM to ensure data accuracy and integrity.
manage expense reporting
and support budget tracking.
Manage the general inbox and phone queue to ensure timely responses.
Support new hires with onboarding coordination.
Coordinate promotional items and manage travel logistics for the sales team.
Build and assist with the deployment of sales and marketing content
partnering closely with Marketing to ensure materials are advisor‑ready
and aligned with national sales priorities.
Collaborate with Marketing to execute targeted email campaigns and national promotional initiatives.
Manage the Continuing Education (CE) credit process.
Track and support promotional campaigns and advisor engagement initiatives.
Support virtual seminars and webinars.
Enhance and support the Affinity Elite Advisor experience through materials
and program execution.
Conduct inside sales reporting and manage ongoing activity and recognition reports.
Distribute regular sales reports to national sales leadership and wholesalers.
Collaborate with the Business Analytics team on data manipulation
Support tracking of follow‑ups
campaign effectiveness
and advisor engagement metrics.
and execute logistics for advisor meetings and events.
Work closely with wholesalers to build
and maintain sales rooms and advisor‑meeting environments to support impactful presentations and training sessions.
Prepare and distribute marketing materials and presentation content for meetings.
Assist with presentation follow‑ups
including distribution of materials
documentation of next steps
and coordination of post‑meeting actions.
Support promotional activities tied to advisor meetings and events.
Represent Affinity in internal and cross‑functional meetings as required.
and support execution of deliverables.
Partner with wholesalers and internal stakeholders to ensure accountability on initiatives.
Manage the Wholesaler Effectiveness Survey process.
Oversee phone queue management for inside sales support.
How You'll Work.
Team & Collaboration
Collaborate closely with our team and the advisors we support; partnering closely with Marketing; Collaborate with Marketing; Collaborate with the Business Analytics team; Work closely with wholesalers; Represent Affinity in internal and cross‑functional meetings; Partner with wholesalers and internal stakeholders; as part of a team
Communication Scope
communication skills, both verbal and written; building relationships at all levels
Process & Methodology
Track action items, Support execution of deliverables
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