External Wholesaler, Wealth Solutions – Entrepreneurial Channels

Reporting to the National Vice President, Entrepreneurial Sales Channels, Canada, the External Wholesaler, Guaranteed Wealth Solutions is responsible for driving growth and expanding Manulife’s presence across the Entrepreneurial Advisor channel in British Columbia.

Working directly with independent financial advisors, you will build strong relationships and help advisors identify opportunities to incorporate Manulife’s Guaranteed Wealth Solutions into their practices and client conversations.

This is a highly relationship-driven sales role requiring a strong combination of business development, advisor engagement and solution-based selling. You will bring a strong understanding of the wealth and retirement market, an entrepreneurial mindset and the ability to help advisors identify opportunities to grow their businesses while addressing the evolving wealth, retirement and protection needs of their clients.

Success will be measured through sales growth, the development of new advisor relationships, increased advisor engagement and penetration, and the continued development of strong, productive relationships across the territory.

• Develop and execute a territory sales and business development strategy for Guaranteed Wealth Solutions within the Entrepreneurial Advisor channel.
• Deliver against ambitious sales targets and annual production goals.
• Build new relationships with advisors while deepening and expanding existing relationships across the territory.
• Develop a strong understanding of the advisor landscape, identifying high-potential advisors and practices and developing targeted strategies to grow Manulife’s share of their business.
• Position Manulife’s Guaranteed Wealth Solutions through needs-based, solution-oriented sales conversations.
• Help advisors identify opportunities within their practices and client base related to wealth accumulation, retirement planning, income and guarantees.
• Bring advisors new ideas, insights and strategies to help them grow their businesses and better serve their clients.
• Deliver compelling advisor presentations, educational sessions, webinars and client-facing seminars.
• Partner closely with the Internal Wholesaler and broader sales team to identify opportunities, increase advisor engagement and drive sales.
• Build strong relationships across Manulife, partnering with distribution, product, marketing and other teams to bring the best of Manulife to advisors.
• Maintain consistent virtual and face-to-face engagement with advisors and effectively manage sales opportunities and activity using Manulife’s contact management systems.
• Share successful sales approaches, market insights and business development strategies with peers and partners.
• Represent Manulife at advisor conferences, industry events and other channel activities.
• Travel regularly throughout the territory and be available for occasional evening and weekend advisor events.

• Post-secondary degree or diploma in business, finance, economics or a related field, or an equivalent combination of education and relevant experience.

• 5+ years of demonstrated success in financial services sales, wholesaling, business development or a related advisor-facing role.
• Strong understanding of the Canadian financial services industry, advisor distribution and the needs of independent financial advisors.
• Experience selling or supporting wealth, investment, insurance, retirement or guaranteed wealth solutions.
• Strong knowledge of investment and retirement markets, with the ability to translate complex product concepts into compelling advisor and client solutions.
• Successful completion of IFIC, CSC or other relevant industry education or accreditation.
• Demonstrated ability to build…