Small Business Internal Wholesaler

Manulife - Montréal, QC (30+ days ago)

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Are you looking for unlimited opportunities to develop and succeed? With work that challenges and makes a difference, within a flexible and supportive environment, we can help our customers achieve their dreams and aspirations.

Job Description

As a Group Retirement Consultant, you will be responsible for promoting a full range of Group Retirement solutions to Advisors and Plan Sponsors, providing support to new group retirement business in the small business channel. Inherent in this responsibility is relationship management with the advisor community; quoting, and obtaining the authorization to proceed with the implementation of new group retirement savings (GRS) plans in partnership with local Account Executives. With a confirmed understanding of the Advisor’s community, you are at the forefront of aligning their needs with our innovative technology, product and service solutions.

The candidate is accountable for sales growth and relationship management within a defined region. Your outstanding knowledge of Group Retirement products, such as, Group Registered Retirement Saving Plans (RRSP’s), Deferred Profit Sharing Plans (DPSP), Voluntary Retirement Savings Plans (VRSP), Pooled Registered Retirement Plans (PRPP) will be conducive as you grow your career at Manulife.

Key Responsibilities:
Provide phone advice and financial solutions to meet the needs of Manulife advisors & Plan sponsors by promoting and selling our small business GRS products (specifically our Future Step product)
Train, support and educate new advisors which are not familiar with the GRS market; establishing rapport quickly.
Activities include; advisor consultations conducting fact finding meetings, needs analysis, recommending group retirement solutions and products to meet advisor’s and Plan Sponsor’s needs,
Work closely with assigned GRS Account Executives to actively develop and execute an effective business plan to improve territorial sales, help handle the clients relationships in their respective territories
Actively find opportunities and conduct activities to help Advisors to achieve their goals and generate sales
Hold over the phone meetings with Advisors and record daily activities using the current contact management system
Balance incoming inquires and act as a resource for advisors by providing consultation support (e.g. explain product differences, identify the right plan design for their clients, guide advisors through their client sales presentation).
Assist brokers to understand the sales process and provide training to complete on-line applications.
Work with the Administration team to ensure that the communication between the advisors and the Plan Administrator is clear and aligns with the final proposal.
Provide insight on local competition to the Product Development team

Experience, Licensing and Technical Requirements:
Minimum 3 to 5 years of successful experience in sales
University degree or equivalent work experience;
Successful completion or working towards completing industry related courses, Group Licensing or Group Annuity Plans (LLQP), IFIC, etc is an asset
Good product knowledge of the group retirement industry and capital accumulation plan market;
Basic understanding of regulatory / legal environment and issues impacting the sale of GRS solutions products
Computer skills, and a general knowledge level of the MS Office suite of products
Excellent oral and written communication skills (English and French) – including one on one verbal (in person or over the phone)
Experience in preparing, developing and presenting group retirement plans to advisors and plan sponsors
Valid driver’s license and vehicle will be required for local travel if needed

Attributes :
Successfully be responsible for a sales pipeline and demonstrate a high sales closing rate
Ability to work independently and possesses self -management skills to complete workload in a timely fashion and balance challenging priorities
Effective presentation skills and delivery to small and large groups
Ambitious and goal oriented to meet sales and sales targets while growing your book of business
Validated ability to develop effective and professional working relationships with clients and other Manulife partners
Shown problem resolution and conflict management skills to ensure an effective solution is reached for our customers

If you are ready to unleash your potential, it’s time to start your career with Manulife/John Hancock.

About Manulife
Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. We operate primarily as John Hancock in the United States and Manulife elsewhere. We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions. At the end of 2018, we had more than 34,000 employees, over 82,000 agents, and thousands of distribution partners, serving almost 28 million customers. As of December 31, 2018, we had over $1.1 trillion (US$794 billion) in assets under management and administration, and in the previous 12 months we made $29.0 billion in payments to our customers.

Our principal operations in Asia, Canada and the United States are where we have served customers for more than 100 years. With our global headquarters in Toronto, Canada, we trade as 'MFC' on the Toronto, New York, and the Philippine stock exchanges and under '945' in Hong Kong.

Manulife is committed to supporting a culture of diversity and accessibility across the organization. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will consult with applicants contacted to participate at any stage of the recruitment process who request an accommodation. Information received regarding the accommodation needs of applicants will be addressed confidentially.