Sales Development Specialist
5 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
**Sales Development Specialist, Internal Wholesaler - Retail Markets**
**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
**Expert-conseil interne en assurance, Assurances Individuelles**
Aspirez-vous à faire partie d’une équipe reconnue pour son esprit d’innovation, sa tradition d’excellence et son service inégalé dans son secteur d’activité? Nous sommes à la recherche d’un expert-conseil interne en assurance pour collaborer avec quelques-uns des experts-conseils les plus brillants, et leur fournir du soutien.
L’unité administrative des Services aux particuliers de Manuvie est un important fournisseur de solutions de placement et d’assurance qui répondent aux divers besoins financiers des familles canadiennes. L’équipe des ventes d’assurance de Manuvie, en collaboration avec des conseillers en services financiers de partout au pays, offre une gamme de solutions d’assurance novatrices, y compris l’assurance vie individuelle, l’assurance soins médicaux et soins dentaires, l’assurance voyage et l’un des portefeuilles de produits à prestations du vivant les plus complets de l’industrie, qui comprend l’assurance maladies graves, l’assurance soins de longue durée et l’assurance invalidité.
Relevant du directeur principal, Équipe interne des ventes d’assurance, l’expert-conseil interne (généraliste) a les responsabilités ci-après.
- Interagir de façon proactive avec les conseillers au quotidien, en mettant à profit ses aptitudes supérieures pour la communication, dans le but de soutenir des conseillers clés et de collaborer avec eux pour trouver des occasions de ventes.
- Gérer et organiser efficacement ses tâches quotidiennes pour respecter les paramètres de productivité de manière à offrir le meilleur soutien possible aux conseillers et à la région concernée.
- Traiter les demandes entrantes des conseillers (services de consultation, soutien relatif aux projets informatisés, formation et demandes sur les produits, etc.).
- Tirer parti de nos outils et ressources, de nos données et de nos analyses, ainsi que de l’expertise de nos pairs et de nos experts-conseils externes pour explorer l
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