Internal Wholesaler

🕒 July 29

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Manulife

WebsiteLinkedInAll Job Openings

10,000+ employees

🛡️ Insurance

💸 Finance

Insurance • Finance

Manulife is a multinational Canadian financial services company focused on insurance and wealth management. It describes itself as making decisions easier and lives better through life and health protection, retirement and investment solutions, and a global footprint including brands such as John Hancock in the U. S. ; the company emphasizes digital innovation, AI, sustainability and inclusive growth while offering career and customer services worldwide.

📋 Description

• Promote a full range of Wealth Management solutions to Advisors • Provide access to Portfolio Managers and Strategists • Develop proactive sales and business-building ideas • Align Advisors’ needs with technology, product, and service solutions • Work with an External Wholesaler and Territory Coordinator within a defined region • Drive sales growth and manage relationships • Execute a repeatable and measurable sales process • Present to and engage different audiences • Use technology to improve efficiency and effectiveness • Develop innovative sales strategies, marketing concepts, and product applications • Build expertise in Wealth Management solutions and strategies • Progress toward an External Wholesaler career path through business development training

🎯 Requirements

• Prior sales experience in the financial services industry • Familiarity with advisor practice management is ideal • Knowledge of Wealth Management products, including Annuities and Segregated Funds • Understanding of global financial markets • Ability to persuade and negotiate through consultation and active listening • Effective presentation skills • Ability to prioritize and manage time • Sales acumen, business development, and prospecting proficiency • Ability to execute a repeatable and measurable sales process • Aptitude for technological advancements • Knowledge of the current industry landscape and competitors • Ability to develop innovative sales strategies, marketing concepts, and product applications • Willingness to become an expert in Wealth Management solutions and strategies • College or University degree in a related field is preferred • Successful completion of industry-related courses such as CSC, IFIC, or CFP, or working toward completion, is preferred

🏖️ Benefits

• Monthly sales incentives • Annual bonuses • Robust onboarding process • Continuing educational support • Comprehensive benefits program • Flexible environment supporting well-being and inclusion • Health insurance • Dental insurance • Mental health benefits • Vision insurance • Short- and long-term disability coverage • Life and AD&D insurance coverage • Adoption/surrogacy benefits • Wellness benefits • Employee/family assistance plans • Retirement savings plans • Pension • Global share ownership plan with employer matching contributions • Financial education and counseling resources • Paid holidays • Vacation days • Personal days • Sick days • Statutory leaves of absence