Sales Consultant

3 weeks ago


Montreal, Quebec, Canada Company 1 - The Manufacturers Life Insurance Company Full time

About the Role

Manulife Investment Management (MIM) Advisor Group is seeking a highly motivated and customer-focused Inside Sales Consultant to join our team. As a key member of our team, you will play a critical role in connecting with employees in our group plans at Manulife, understanding their investment and other needs, and guiding them through their plans going forward.

Key Responsibilities

  • Conduct one-on-one needs-based conversations over the phone with group retirement plan-members currently enrolled in an employer group plan.
  • Educate and communicate the value proposition on benefits of various options for members.
  • Conduct financial illustrations for plan members around drawing retirement income.
  • Guide members through need-based analysis and formulate a plan of action and related suitability for immediate assets that are in group plan.
  • Identify referral opportunities by understanding client preferences and their personal situation.

Licenses and Education

  • Life License (LLQP) required by start date.
  • Mutual Fund License (MFDA) is preferred.

Skills and Competencies

  • Demonstrated ability to articulate value proposition through consultation over the phone.
  • Active listening skills to understand the clients' needs and personal situation.
  • Attention to detail in gathering and accurately recording all customer information.
  • High degree of integrity putting the client at the center of the conversation.
  • Strong compliance mindset.
  • Ability to remain current and up to date on our products and services, as well as processes.

What Motivates You?

  • Obsessing about customers, listening, engaging, and acting for their benefit.
  • Thinking big, with curiosity to discover ways to use your agile approach and enable business outcomes.
  • Thriving in teams and enjoying getting things done together.
  • Taking ownership and building solutions, focusing on what matters.
  • Doing what is right, working with integrity, and speaking up.
  • Sharing your humanity, helping us build a diverse and inclusive work environment for everyone.

Our Commitment to You

  • Values-first culture.
  • Leading with our Values every day and bringing them to life together.
  • Boundless opportunity.
  • Creating opportunities to learn and grow at every stage of your career.
  • Continuous innovation.
  • Inviting you to help redefine the future of financial services.
  • Delivering the promise of Diversity, Equity, and Inclusion.
  • Fostering an inclusive workplace where everyone thrives.
  • Championing Corporate Citizenship.
  • Building a business that benefits all stakeholders and has a positive social and environmental impact.

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

Salary will vary depending on local market conditions, geography, and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Please contact for additional information.

Manulife offers eligible employees 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, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact for more information about U.S.-specific paid time off provisions.


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