Insurance Solutions Specialist
2 weeks ago
At Manulife, we help people make their decisions easier and lives better. With a global presence 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.
Job SummaryWe are looking for an Internal Insurance Wholesaler to join our team. As an Internal Insurance Wholesaler, you will work with peers and External Wholesalers to handle a geographical sales region. Your primary goal will be to evolve existing advisor relationships and encourage new ones, always promoting client-centric solutions that increase individual life & living benefit insurance sales at Manulife.
Key Responsibilities- Advisor Support: Using your outstanding communication skills to proactively interact with advisors daily, supporting key advisors and partnering with them to uncover sales opportunities.
- Task Management: Handling and coordinating your daily tasks effectively to achieve efficiency metrics in a way that best supports advisors and the region.
- Incoming Inquiries: Handling incoming advisor inquiries (case consultations, illustration support, product queries, and training, etc.).
- Proactive Sales Opportunities: Using peers, external wholesalers, tools & resources, data & analytics, etc. to investigate proactive sales opportunities that are formalized and driven via effective business planning (60-day cycles).
- Advisor Profiles: Using Salesforce.com to build and maintain advisor profiles and data on current and proposed activity.
- Cross-Functional Collaboration: Collaborating with peers from other teams, departments, and territories to share business leads and ideas.
- Competitive Salary: A competitive salary based on local market conditions, geography, and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training.
- Benefits Package: Eligible employees have access to a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life, and AD&D insurance coverage, adoption/surrogacy, and wellness benefits.
- Paid Time Off: Our generous paid time off program includes holidays, vacation, personal, and sick days, and statutory leaves of absence.
- Professional Development: Opportunities for professional growth and development, including leadership positions and mentorship programs.
- Experience: At least 2 years of experience in insurance or sales.
- Language Skills: Bilingual and fluent in English and Mandarin is a requirement.
- LLQP Designation: LLQP designation preferred (or in process).
- Education: College or University degree in a related field or equivalent work experience.
- Technical Skills: Familiarity with Microsoft Office, including intermediate level of experience using Excel.
- Interpersonal Skills: Strong interpersonal and relationship-building skills.
- Organizational Skills: Well-organized, self-starter with high energy and creativity.
- Innovation: Innovative marketing and problem-solving skills.
- Collaboration: Excels in a collaborative and ambitious environment with a strong desire to win.
- Communication: Excellent oral and written communication skills.
The estimated salary range for this position is $80,000 - $120,000 per year, depending on location and experience.
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