Key skills
AnalyticsSalesforceCommunicationSales
About this role
Role Overview
- Proactively engage advisors to uncover and support sales opportunities
- Manage daily tasks to meet productivity goals and advisor needs
- Handle inquiries (case consultations, illustrations, product training)
- Use data, analytics, and Salesforce to plan and execute 60-day business cycles
- Collaborate across teams to share leads and ideas
- Participate in Manulife’s proprietary training program designed to prepare Internal Wholesalers for promotion to External Wholesaler roles
Requirements
- 2+ years insurance/sales experience
- LLQP designation (or in progress)
- Post-secondary education or equivalent experience
- Proficiency in Microsoft Office (Excel intermediate)
- Strong communication, organizational, and relationship-building skills
- Self-starter with creativity, problem-solving ability, and a drive to win
- Bilingualism (English and French) is an asset (required if located in Québec)
Benefits
- Health insurance
- Dental insurance
- Mental health benefits
- Vision insurance
- Short
- and long-term disability insurance
- Life and AD&D insurance coverage
- Adoption/surrogacy benefits
- Wellness benefits
- Employee/family assistance plans
- Retirement savings plans (including pension and global share ownership plan)
- Financial education and counseling resources
- Paid time off including holidays, vacation, personal, and sick days
- Statutory leaves of absence
- Flexible work arrangements