Bilingual Internal Wholesaler

7 months ago


Montréal, 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

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 les possibilités de ventes proactives qui sont officialisées et exploitées au moyen d’une planification des affaires efficace (cycles de 60 jours).
- Collaborer avec les collègues d’autres équipes, d’autres services et d’autres territoires pour échanger des listes de clients potentiels et des idées.

De plus, le titulaire du poste a la chance unique de participer à un programme de formation continue exclusif de Manuvie. Celui-ci est un programme spécialisé à l’intention des experts-conseils internes qui a été conçu pour développer les compétences et les connaissances nécessaires pour être promu à un poste d’expert-conseil externe.

**Compétences**
- Au moins deux années d’expérience dans le domaine de l’assurance ou des ventes.
- PQPAV de préférence (ou en cours d’obtention).
- Diplôme universitaire ou collégial dans un domaine connexe ou expérience professionnelle équivalente.
- Connaissance de Microsoft Office - connaissances de niveau intermédiaire d’Excel, entre autres.
- Capacité d’exécuter plusieurs tâches à la fois, minutie.
- Entregent et grande habileté à maintenir de bonnes relations interpersonnelles.
- Capacité à travailler de manière autonome, bon sens de l’organisation, dynamisme et créativité.
- Aptitudes pour le marketing et pour résoudre des problèmes de façon novatrice.
- Excellentes aptitudes pour la communication orale et écrite.

**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 Opportu


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