Job Description & How to Apply Below
The Manulife Affinity Markets Sales team, in collaboration with financial advisors across the country, offers a suite of creative insurance solutions, including health & dental, travel insurance, as well as simplified issue critical illness, and disability products.
* The position is primarily home‑based, with an expectation of spending up to 40% of the time in the field, requiring travel across British Columbia and Alberta How will you create impact?
As an External Affinity Wholesaler, you will manage the Western Sales region (British Columbia and Alberta) and will be responsible for evolving existing advisor relationships and cultivating new ones, always with the goal of promoting client-centric solutions that increase Affinity Markets sales an Affinity External Wholesaler, you are a dynamic individual with a sales focus, excellent communication skills, strong work ethic and a dedication to succeed.
You are coachable, collaborative, organized and can think critically.
Responsibilities Expertly promote the suite of Manulife Affinity Insurance solutions (Health & Dental, Travel, simple-issue Disability and Critical Illness insurance) to our top advisors.
Actively identify opportunities and activities to support and grow advisors’ businesses.
Develop, 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 while creating professional working relationships with other Manulife field partners.
Consistently maintain agreed upon levels of face-to-face contact with advisors in the sales territory and record daily activities using sales and marketing meetings and seminars with advisors and Intermediaries (e.g.: MGA staff) to train on Manulife Affinity solutions and approved sales and marketing concepts, as well as assist in developing sales opportunities with new and existing clients.
As a trusted partner, raise any service-related issues on behalf of advisors when they arise.
Develop and share best practices, sales, marketing and business development ideas with peers and advisors.
Adherence to the highest ethical standards at all times.
Perform front line business risk management function through awareness, support and implementation of compliance and company policies with advisors, including supervision of sales-related activities.
Qualifications High-level consultative and active listening skills
Compelling presentation abilities
Proficient verbal and written communication
Strong self-discipline and demonstrated initiative
Previous training/education experience is an asset
Previous knowledge of Manulife Affinity products and systems preferred.
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)
Strong 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 (necessary, due to geographical size of this sales territory)
Proven team player and mentor
Previous industry sales experience
University Degree or equivalent industry education
Successful completion of LLQPAttained or working on relevant professional designations (CLU, CFP, CHS or CH.F.C.)Business Planning Skills Basic understanding of industry / regulatory / legal environment and issues
When you join our team:
We’ll empower you to learn and grow the career you want.
We’ll recognize and support you in a flexible…
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