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Wholesaler - Mass Market - Remote Eligible

Own our advisor network development and program execution for mass-market life insurance sales
Remote
Mid-Level
yesterday
Manulife

Manulife

Provides global financial services including life insurance, wealth management, and retirement solutions for individuals and institutions.

Wholesaler – Mass Market

Reporting to the Head of Mass Market Distribution, Individual Insurance Sales, the Wholesaler – Mass Market will be accountable for handling and retaining relationships with advisors in the Multi-level Marketing Work Model. This role combines the responsibilities of both External and Internal Wholesalers, focusing on:

  • Relationship Management: Proactively develop and maintain relationships with key advisors and intermediaries, focusing on scheduling 200 in-person meetings per year, providing product training, case consultation, joint fieldwork, sales proposal design, and point-of-sale assistance as required.
  • Sales Support: Provide case consultation, sales, product, and marketing support to select advisors and intermediaries in the territory to drive sales of individual life and living benefit insurance at Manulife.
  • Communication and Presentation: Deliver presentations to small/large groups of advisors and sub-distributors, and handle incoming advisor inquiries (case consultations, illustration support, product queries, and training).
  • Business Development: Identify opportunities and activities to generate profitable business growth, develop and execute regular business development plans, and conduct dynamic sales meetings & seminars.
  • Collaboration: Work with peers and External Wholesalers to support specific regions or targeted firms, using tools & resources, data & analytics to investigate proactive sales opportunities.

Qualifications:

  • Post-secondary education and/or applicable professional designation (i.e., CFP, CLU, CHFC, TEP)
  • Minimum 5 years of financial industry experience, with experience in marketing to Independent Advisors in a life insurance environment
  • Knowledge and expertise in personal and corporate taxation and financial planning
  • Strong knowledge of marketing concepts, product applications, and competitive positioning
  • Highly developed interpersonal, analytical, and presentation (written and oral) skills
  • Proficiency using various office-based software, including PowerPoint, Outlook, Word, and Excel
  • Self-motivated, superior time-management, and organizational skills
  • Excellent influencing and negotiation skills
  • Valid driver's license and well-maintained vehicle required

The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.

When you join our team:

  • We'll empower you to learn and grow the career you want.
  • We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
  • As part of our global team, we'll support you in shaping the future you want to see.

The role being advertised is an existing vacancy.

Remote

Salary & Benefits

Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact hr@manulife.com for the salary range for your location.

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 hr@manulife.com for more information about U.S.-specific paid time off provisions.

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Wholesaler - Mass Market - Remote Eligible
Remote
Sales
About Manulife
Provides global financial services including life insurance, wealth management, and retirement solutions for individuals and institutions.