Regional Sales Coordinator

5 months ago

Waterloo, Canada Manulife Full time

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

The position of Regional Sales Coordinator will provide administrative and sales support for the Head of Insurance Sales for Central and Atlantic Canada. You will assist this team in business development and achieving their sales targets and will therefore be required to develop a detailed understanding of the sales needs of the team and firms they support. The position will require occasional travel for training/meetings and the execution of events.

**Key Accountabilities**:
Administrative Duties
- Maintain and update information on Salesforce as required
- Run all Resource changes, questions and access
- Process invoices, cheque requests etc
- Handle promotional items as required
- Handle all incoming and outgoing mail and courier needs
- Prepare material required for meetings
- Book travel as requested
- Recognition mailings as required
- Expense reports
- Print presentations
- Send presentations in for CE accreditation
- Handle supplies for office
- Handle office cleanliness and general condition including meeting preparation and clean up as required

Sales and Marketing Support
- Lead all aspects of the CE credit process from submission to delivery
- Support, report and supervise promotional campaigns
- Fill any requests for marketing material and sales aids including occasional advisor requests
- Create mailing groups ( ie: in Genius) that target market segments to expose and promote Manulife
- Quarterback Webex training sessions
- Prepare and send all Welcome kits where applicable
- Act as support and liaison to head office as required (exceptional circumstances)

Reporting
- Coordinate distribution of reports
- Run and request ad hoc reports from SF for the team
- Prepare ad hoc reports,
- Act as liaison for reporting with the SE&E team
- Manipulating data and reports as required
- General reporting needs as required.

Advisor Meetings/Events
- Source and plan meeting venues and handle all logistics
- Confirm presentations and bookings as required
- Handle follow-up requests and coordinate with wholesalers
- On site coordinator for events as needed
- Coordinate and supervise timely distribution of marketing materials and sales aids as requested by sales team.
- Create, distribute and manage all invitations to meeting and events
- Assist in planning and coordinating business promotional activities such as entertainment and dinner events
- Handle all catering and meal requirements

**Job Requirements**:

- Strong organizational, time management and priority setting skills in order to meet tight deadlines
- Proven ability to multi-task, show initiative, and anticipate needs in a proactive manner
- Good judgment in assessing requests and the ability to act on issues and handle situations as required
- Strong interpersonal, professional and diplomacy skills with a high comfort level in taking care of individuals at all levels in the organization
- Strong verbal communication and business writing skills
- Ability to prepare and understand reports, and identify discrepancies in reporting
- Able to exercise discretion and tact in situations involving sensitive and confidential information
- Excellent PC skills, including Word, PowerPoint, Excel and Sales Force
- Post secondary degree and/or the equivalent combination of education/experience
- Financial services experience is a strong asset
- Ability to work independently and in a team environment
- Ability to balance multiple priorities while maintaining a high degree of accuracy and attention to detail

**Key Problems/Challenges**:

- Prioritizing workload in working for multiple wholesalers. It is essential to be able to assess the request and prioritize relative to other deliverables, as well as finding solutions in an independent environment..
- Working across the BUs and external interfaces with a variety of people including Principals, Advisors, Life Specialists and their EAs. Has to co-ordinate with Regional sales teams, head office management, advisors and their teams & make appropriate judgments about meetings, reports, responding to queries, etc.

**Scope (Dimensions & Organizational Impact)**:

- Works closely with the regional sales teams to build and maintain advisor relationships and deliver on sales targets
- Implements and drive existing and new/improved sales practices, business processes and procedures

**About Manulife and John Hancock**

Manulife Financial Corporation is a leading international financial services gro

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