Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You’ve come to the right place. We’re looking for ambitious people who share our values and want to make every day better for people around the world. If this sounds like you, and the career below sounds exciting, we’d like to hear from you.
Position Description
Leverage your sales, planning, and relationship building skills to the highest level in our unique environment.
You will be rewarded with competitive benefits package, and a supportive leadership team dedicated to your professional growth and success.
We are looking for results orientated, motivated, energetic individuals who believe they can thrive in an environment like this. If this sounds like you and you're curious to know more, read below!
Key Responsibilities:
- First point of contact for customers requesting to meet with a PlanRight advisor.
- Conduct all meetings over the phone and record daily activities using Salesforce.
- Address customer’s immediate questions, concerns, review their Manulife Group Retirement Savings plan , ensure they are making the most of their group plan and do a general fact find to assess other possible gaps in their overall financial situation.
- Proactively find opportunities and make recommendations to help clients achieve their financial goals; recommend solutions considering the clients' current situation, risk profile, time horizon, and other personal factors.
- Fulfill some sales transactions such as asset consolidations and retention and refer certain clients to our second tier PlanRight advisors, who can offer holistic financial planning and offer both investment as well as insurance solutions.
- Proactively communicate with clients and respond to developing needs, resolve issues or problems and following up as appropriate.
- Provide back office sales support to elite second tier PlanRight advisors; this could include investigating client enquiries, assisting with financial plans, etc.
Manage your pipeline of leads and achieve results
- Successfully manage a sales pipeline and demonstrate a high closing rate.
- Actively follow up on a steady stream of leads provided to you by Manulife.
- Develop and share ongoing best practices, sales, marketing and business development ideas and strategies with peers.
Ongoing Training & Development
- Participate in an extensive onboarding program as you transition into the role.
- Build and maintain a professional development plan.
- Engagement in on-going coaching sessions & observations with your sales manager.
- Participate in on-going training sessions to further develop skills.
Required Skill / Experience
Qualifications
- Minimum 1 year of successful experience as a Financial Advisor.
- Mandatory minimum 2 years holding a Life License - (LLQP).
- MFDA or IIROC licensed or previously licensed within the last 2 years. If not currently licensed, must be willing to obtain one of these licenses prior to start date.
- Certified Financial Planning designation or in process of attaining or willing to obtain.
- Knowledge of Manulife products and systems would be an asset.
- Experience working with Salesforce and Navi Plan considered a plus
- Computer skills, and a general knowledge level of the MS Office suite of products.
- Successfully completed a formal sales training program.
Skills required
- Basic understanding of regulatory/legal environment and issues impacting the sale of life insurance and investment products.
- Experience in preparing, developing and presenting financial plans to clients.
- Ability to work independently and possesses self-management skills to complete workload in a timely fashion and manage competing priorities.
- Self-motivated and goal oriented to meet sales and sales targets while growing your book of business.
- Coachable: open to innovative approaches and takes actions to continuously improve.
- Proven ability to develop effective and professional working relationships with clients and other Manulife partners.
- Proven problem, resolution and conflict management skills to ensure an effective solution is reached for our customers.
What motivates you?
- Obsessing about customers, listening, engaging and act for their benefit.
- Thinking big, with curiosity to discover ways to use your agile approach and enable business outcomes.
- You thrive in teams and enjoy getting things done together.
- You take ownership and build solutions, focusing on what matters.
- You do what is right, work with integrity and speak up.
- You share your humanity, helping us build a diverse and inclusive work environment for everyone.
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.
