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High Net Worth Product Specialist
2 months ago
We are seeking a highly skilled and experienced High Net Worth Product Specialist to join our Individual Life Insurance product team at Société Financière Manuvie. As a key member of our team, you will play a vital role in supporting our advisors and wholesalers in the sale of large individual insurance policies.
Key Responsibilities- Provide direct support and consultation to advisors, wholesalers, and internal partners on high net worth cases.
- Develop and maintain relationships with internal and external partners to ensure seamless support and collaboration.
- Support the development and implementation of customized product solutions for high net worth clients.
- Collaborate with cross-functional teams to ensure effective and efficient handling of large cases.
- Stay up-to-date with ongoing product developments, changes in tax rules, and the competitive landscape to provide expert advice and guidance.
- 5-7 years of experience in individual life insurance in a sales or new business support capacity.
- University degree in a relevant field.
- Demonstrated ability to work with numbers and analyze complex data.
- Strong understanding of individual life insurance products, product illustration software, and sales concepts.
- Excellent communication and interpersonal skills.
- Ability to work in a fast-paced environment and prioritize multiple tasks and responsibilities.
- 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.
Société Financière Manuvie is a leading financial services company that values innovation, diversity, and inclusion. We are committed to creating a workplace where everyone thrives and has the opportunity to grow and develop their skills.
We are an equal opportunity employer and welcome applications from diverse candidates.
