Internal Wholesaler Sales Professional

2 months ago

Vancouver, British Columbia, Canada Manulife Full time
Job Description

As a key member of our team, you will play a vital role in promoting a comprehensive range of Wealth Management solutions to our esteemed Advisors and industry-leading access to Portfolio Managers and Strategists. Your primary responsibility will be to provide proactive sales and business-building ideas, leveraging your solid understanding of the Advisors' business to align their needs with our innovative technology, product, and service solutions.

Key Responsibilities:
  • Develop and execute sales strategies to drive growth and relationship management within a defined region.
  • Collaborate with External Wholesalers and Territory Coordinators to achieve sales objectives.
  • Provide exceptional knowledge of Segregated Funds & Annuities to support business development.
  • Stay up-to-date with industry trends and competitors to innovate sales strategies, marketing concepts, and product applications.
  • Embody a strong desire to succeed, being positive, energetic, and resilient, with a willingness to become an expert in Wealth Management solutions and strategies.
Requirements:
  • College or University degree in a related field is preferred.
  • Prior sales experience in the financial services industry, ideally with familiarity in advisor practice management.
  • Knowledge of Wealth Management products (Annuities & Segregated Funds) and an understanding of global financial markets.
  • Successful completion of industry-related courses such as CSC, IFIC, CFP (or working towards completion of industry-related courses) is preferred.
  • Bilingual (English and French both spoken and written) preferred.
What We Offer:
  • A competitive salary and benefits package.
  • A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.
  • A focus on growing your career path with us.
  • Flexible work policies and strong work-life balance.
  • Professional development and leadership opportunities.
Our Commitment to You:
  • Values-first culture: We lead with our Values every day and bring them to life together.
  • Boundless opportunity: We create opportunities to learn and grow at every stage of your career.
  • Continuous innovation: We invite you to help redefine the future of financial services.
  • Delivering the promise of Diversity, Equity and Inclusion: We foster an inclusive workplace where everyone thrives.
  • Championing Corporate Citizenship: We build a business that benefits all stakeholders and has a positive social and environmental impact.

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