Sales Development Specialist

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

**Who are we looking for?**

Reporting to the Manager, Inside Sales you will be responsible for proactive outbound calling to financial advisors and promoting our insurance solutions, providing proactive sales and business building ideas. You will look for ways of aligning their needs with our innovative technology, product and service solutions. This role will prove to be an excellent training platform for future field sales opportunities at Manulife.

**The Sales Development Specialist, Internal Wholesaler, is accountable for**:

- Pro-active outbound calling to financial advisors to develop, maintain and expand current advisor relationships and build new ones. Expected to make a minimum of 60 outbound calls per day with a set target for “sales calls” and “meetings booked”. A sales call is a call that results in a sale, a meeting or another action that engages the advisor in further discussion on life insurance products (70%)
- Know Your Advisor - In order to custom tailor solutions for our advisors, the SDS will attempt to gather intelligence on an advisor’s practice through a question based selling model (10%)
- Optimize delivery of value-added products, service and advice while enhancing sales efforts through consultation and demonstrating the merits of Manulife products and services (10%)

Internal Wholesalers also have the unique opportunity to participate in a Manulife proprietary continuous training program; a dedicated program that is designed to provide the Internal Wholesaler with the necessary skills and knowledge to be promoted to an External Wholesaler position.

**Qualifications**
- At least 2 years insurance/sales experience
- Proven proactive sales success and experience cold calling
- LLQP designation preferred (or in process)
- College or University degree in related field or equivalent work experience
- Familiarity with Salesforce, Microsoft Office, including intermediate level of experience using Excel
- Ability to multi-task and pay attention to detail
- Strong interpersonal and relationship-building skills
- Well-organized, self-starter with high energy and creativity
- Innovative marketing and problem-solving skills
- Excels in a collaborative and challenging environment with a strong desire to win
- Excellent oral and written communication skills

**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



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