High Net Worth Illustration Specialist

3 weeks ago


Waterloo, Canada Manulife Full time

Do you like working with numbers and problem solving? Are you a quick learner, mathematically inclined and thrive in a fast-paced multi-tasking environment? Then you should consider joining our team You’ll get first-hand experience working with life insurance products and insurance sales concepts to understand how they are built and how they have a direct impact in providing a best of class experience to our advisors and clients.

As a member of the High Net Worth team, you will provide insurance product and sales concept illustrations to insurance advisors and Manulife wholesalers by providing case specific optimized product illustrations and custom concept solutions to help advisors present and close larger more complex cases.

**Responsibilities**:

- You will be responsible to provide product and sales concept illustrations to for insurance advisors and wholesalers using different illustration tools.
- You will answer/clarify technical product and/or sales concept questions about the values on illustrations
- Participate in projects and user acceptance testing as required

**How will you create impact?**

Since the HNW illustration specialist role requires extensive breadth of product, sales concept and system knowledge, cross-training opportunities are abundant. This is a great opportunity to put your skills to work while acquiring new ones that will help move your career at Manulife forward. You will get the opportunity to build and maintain relationships with internal and external partners and play a key role in providing best of class support to our advisors so that Manulife remains their preferred insurance carrier.

**What motivates you?**
- You obsess about customers, listen, engage and act for their benefit.
- You think 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

**What we are looking for**
- Highly proficient with Microsoft Excel
- Highly effective time management skills required for an environment of high/fluctuating work volumes with shifting priorities to meet service standards
- Advanced analytical and critical thinking skills
- Detailed oriented
- Strong mathematical aptitude
- Motivation and desire to learn and be challenged
- Existing knowledge of Manulife’s insurance products, concepts and illustrations is an asset
- General understanding of individual policyholder taxation and the principles of personal and corporate taxation is an asset
- Good writing skills and excellent verbal skills

**What can we offer you?**
- A competitive salary and benefits packages.
- A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.
- A focus on growing your career path with us.
- Flexible work policies and strong work-life balance.
- Professional development and leadership opportunities.

**Our commitment to you**
- Values-first 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 is an Equal Opportunity Employer**

**Primary Location**

Waterloo, Ontario

**Working Arrangement**

Hybrid
**Salary range is expected to be between**

$49,575.00 CAD - $82,625.00 CAD

Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short



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