Regional Vice President, Retail Distribution, Individual Insurance

The Regional Vice President, Retail Distribution, Individual Insurance will be driven, and laser-focused with a tremendous ability to spend time on what matters most. They will see opportunities where others don’t and get excited about two primary things: growing individual insurance & guaranteed issued product sales and developing a successful A team!

Passionate about guiding individuals to deliver outcomes as a highly functioning, engaged sales team, you’re able to accomplish these objectives by developing a plan using the OKR methodology and staying motivated in a world of distractions. In a role that requires a “player/coach” attitude, the RVP mentors the team while also actively participating to get results. Not only is this a “leading” role, but it also involves being in front of prospective and current advisors and distributors.

As a Retail Distribution Leadership Team (RDLT) member, the RVP will lead its region to greatness despite uncontrollable factors.

• Attract, recruit, and develop hard-working wholesalers and regional coordinators
• Rally a team of high-energy salespeople to gain consensus on your vision
• Lead a team of high-functioning, upbeat salespeople, working with them to get the most out of them
• Develop and implement a regional plan driving sales results and engaging employees
• Engage in fearless conversations to develop team members
• Ensure expectations are clear and consistent amongst team members
• Cultivate an environment where standard methodologies are shared and put into action
• Ensure all appropriate company requirements are delivered on time and with high accuracy
• Seek opportunities for learning and development to continually hone your leadership skills
• Know when to raise trending issues within the company to gain awareness and to be part of the problem-solving process
• Lead by example with your teams, peers, and senior leaders, demonstrating emotional intelligence and situational awareness
• Represent the retail distribution leadership team and the individual insurance team internally and externally

• Initiate the development of a regional sales plan using the OKR methodology, identifying the right activities to get results
• Conduct regular reviews of territory alignments to ensure regional and territory optimization to deliver on sales targets; making changes as needed
• Get 100% clear on objectives, key results, and individual activity plans
• Leverage all tools, technology, and resources to improve regional effectiveness
• Understand data and what story the data tells to make well-thought-out, strategic changes within the region
• Seek out opportunities for new relationships with key, top-producing advisors to develop them into consistent, Manulife fans
• Establish relationships with the top 10-20 advisors in the region to ensure connectedness with regular Manulife producers
• Establish links with sales leaders and business development team members at regionally aligned distributors to stay top of mind with influencers

• Post-secondary education encouraged
• 8 to 10 years of experience in the financial services industry with a deep knowledge of Individual Insurance products and sales strategies
• Bilingual is required (French/English) - The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Québec
• LLQP, CFP, CLU, CHFC, CHS designations nice to have
• Excellent understanding of Manulife insurance and GIP products, concepts, administration, systems & value proposition

• Solid understanding of the financial services industry and distribution in Canada
• In-depth understanding of life insurance products
• Have the ability to lead and empower a team to achieve desired results and outcomes
• Proven budget and business planning experience
• Demonstrated selling skills with a detailed understanding of all aspects of the sales process
• Excellent communication, written, and presentation skills with the ability to communicate effectively with senior leaders and top salespeople
• Networking, negotiation, and influencing skills
• Strong capabilities in seeing…