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Inside Sales Consultant
1 week ago
Description
Manulife Investment Management (MIM) Advisor Group provides financial solutions and advice, including financial planning and insurance, to clients across different wealth levels.
The Inside Sales Consultant, serving as a Transition Consultant, plays a crucial role in the MIM Advisor Group. The Consultant connects with employees in group plans at Manulife during their transition from current employment to understand their investment needs and guide them for the future.
- Engage in personalized conversations over the phone with group retirement plan members
- Communicate the benefits of various options to members
- Prepare financial illustrations for retirement income planning
- Assist members with need-based analysis and action plans
- Identify referral opportunities based on client preferences and situations
Licenses:
- Life License (LLQP) required upon starting
- Preference for Mutual Fund License (MFDA)
Education and Experience:
- Minimum 1 year in client-facing roles in the financial industry, ideally in wealth or asset management
- Post-Secondary Education is an asset
Skills and Competencies:
- Demonstrated ability to convey value propositions through phone consultations
- Active listening skills to understand client needs
- Attention to detail in gathering customer information
- Prioritize client satisfaction and integrity
- Strong compliance mindset
- Stay updated on products, services, and processes
What drives you?
- Focus on customer satisfaction and acting in their best interest
- Pursue innovative solutions and business outcomes
- Excel in teamwork and achieving goals collectively
- Take ownership, prioritize key tasks, and deliver results
- Work with integrity and advocate for inclusivity
- Foster diversity in the work environment
Our commitment to you
- Culture driven by values
- Opportunities for continuous learning and growth
- Encouragement for innovation and shaping the future of financial services
- Promotion of Diversity, Equity, and Inclusion
- Emphasis on Corporate Citizenship
About Manulife and John Hancock
Manulife Financial Corporation is an international financial services group that simplifies decision-making and enhances lives. Operating globally, we offer financial advice, insurance, and wealth management solutions. With over 40,000 employees, we serve millions of customers worldwide and manage trillions in assets.
Manulife is an Equal Opportunity Employer
Salary & Benefits
The salary is determined by market conditions and job-related factors such as skills, experience, and education. Employees can participate in incentive programs tied to performance. Manulife provides a range of customizable benefits including health, dental, mental health, and retirement plans. Paid time-off programs vary by location and position.
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