Internal Insurance Wholesaler

7 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

Are you looking to join a team that is recognized for innovation, excellence and industry-leading service? We are looking for an Inside Insurance Wholesaler to resource and partner with some of the brightest wholesaling minds.

Manulife’s Retail Markets business unit is a leading provider of insurance and investment solutions that meet the diverse financial needs of Canadian families. The Manulife Insurance Sales team, in collaboration with financial advisors across the country, offers a suite of innovative insurance solutions, including individual life insurance, health & dental, travel insurance and one of the most comprehensive living benefit portfolios in the industry which includes critical illness, long-term care and disability products.

Reporting to the Director, Inside Insurance Sales, the Internal Wholesaler, is accountable for:

- Using their outstanding communication skills to proactively interact with advisors every day, with the objective of supporting key advisors and partnering with them to uncover sales opportunities.
- Leading & coordinating their daily tasks optimally to achieve productivity metrics in a way that best supports advisors and the region
- Handling incoming advisor inquiries (case consultations, illustration support, product queries and training, etc.)
- Using peers, external wholesalers, tools & resources, data & analytics, etc. to investigate proactive sales opportunities that are formalized and executed via effective business planning (60-day cycles).
- Collaborate with peers from other teams, departments and territories to share business leads and ideas

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

**Qualifications**
- At least 2 years insurance/sales experience
- LLQP designation preferred (or in process)
- College or University degree in related field or equivalent work experience
- Familiarity with 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 complicated 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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