Description:
- Using their outstanding communication skills to proactively interact with advisors daily, with the objective of supporting key advisors and partnering with them to uncover sales opportunities.
- Handling & coordinating their daily tasks effectively to achieve efficiency metrics in a way that best supports advisors and the region
- Handling incoming advisor inquiries (case consultations, illustration support, product queries and training, etc.)
- Using peers, external wholesalers, tools & resources, data & analytics, etc. to investigate proactive sales opportunities that are formalized and driven via effective business planning (60 day cycles).
- Using Salesforce.com to build and maintain advisor profiles and data on current and proposed activity
- Collaborate with peers from other teams, departments and territories to share business leads and ideas
Internal Wholesalers also have the outstanding opportunity to participate in a Manulife proprietary continuous training program; a dedicated program that is crafted to provide the Internal Wholesaler with the necessary skills and knowledge to be promoted to an External Wholesaler position.
What motivates you?
- You obsess about customers, listen, engage and act for their benefit.
- You think 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