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Inside Sales Consultant
3 months ago
We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world.
From our environmental initiatives to our community investments, we lead with values throughout our business.To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive.
Discover how you can grow your career, make impact and drive real change with our Winning Team today.Working Arrangement
Hybrid
Manulife Investment Management (MIM) Advisor Group delivers financial and investment solutions and advice, including financial planning and insurance, to clients across the wealth spectrum.
The Consultant connects with employees in our group plans at Manulife at a time when they are transitioning away from their current employer to understand their investment and other needs so that they may guide and assist them with respect to their plans going forward.
_Responsibilities :
_
- Conduct oneonone needsbased conversations over the phone for group retirement planmembers currently enrolled in an employer group plan
- Educate and communicate value proposition on benefits of various options for members
- Conduct financial illustrations for plan members around drawing retirement income
- Guide members through needbased analysis and formulate a plan of action and related suitability for immediate assets that are in group plan By understanding client preferences and their personal situation, identify referral opportunities
_What are we looking for? _
Licenses:
- Life License ( LLQP) required by start date Mutual Fund License (MFDA) is preferred
- Education and Experience:Minimum 1 year in client facing roles in the financial industry, preferability wealth or asset management Post-Secondary Education is an assetSkills and Competencies:
- Demonstrated ability to articulate value proposition through consultation over the phone
- Possess active listening skills to understand the clients' needs and personal situation
- Attention to detail in gathering and accurately recording all customer information
- High degree of integrity putting the client at the center of the conversation
- Strong compliance mindset
- Remain current and up to date on our products and services, as well as processes
- Obsessing about customers, listening, engaging and act for their benefit.
- Thinking big, with curiosity to discover ways to use your agile approach and enable business outcomes.
- You thrive in teams and enjoy getting things done together.
- You take ownership and build solutions, focusing on what matters.
- You do what is right, work with integrity and speak up. You share your humanity, helping us build a diverse and inclusive work environment for everyone.
Our commitment to you
- Valuesfirst culture
- We lead with our Values every day and bring them to life together.
- Boundless opportunity
- We create opportunities to learn and grow at every stage of your career
- Continuous innovation
- We invite you to help redefine the future of financial services.
- Delivering the promise of Diversity, Equity and Inclusion
- We foster an inclusive workplace where everyone thrives.
- Championing Corporate Citizenship
- We build a business that benefits all stakeholders and has a positive social and environmental impact.
About Manulife and John Hancock
Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better.
With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States.
We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions.At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers.
At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion).
We trade as 'MFC' on the Toronto, New York, and the Philippine stock exchanges, and under '945' in Hong Kong.
Manulife is an Equal Opportunity Employer
Salary & Benefits
Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short