Insurance Sales Support Specialist - Oakville, Canada - Manulife

Manulife

Verified Company

Oakville, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world.

From our environmental initiatives to our community investments, we lead with values throughout our business.

To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive.

Discover how you can grow your career, make impact and drive real change with our Winning Team today.

Working Arrangement
Hybrid

**Opportunity:
***: Accountable for providing excellent pre-sales support to all sources of business. This role is the first point of contact for producers and back offices for items relating to the insurance pre-sales process, including product information, case design, illustrations, and assistance with any marketing or new business and underwriting needs. This job description does not represent a comprehensive listing of job duties that are required of the employee performing this role. We reserve the right to change duties or assign additional duties at any time with or without notice.

Responsibilities:

Support Internal Sales Management in reporting and analytics
Answer financial advisor queue calls with regards to advisor inquiries
Assist Internal Sales Consultants in backup support
Attend Internal Sales Consultant sales meetings, training sessions, webinars and regional team meetings
Act as national campaign administrator

- create and manage Call Campaigns

Develop individual territory prospecting lists and strategies for efficient prospecting
Communicate effectively in facilitating advisors with website tools
Assist with presentation materials
Provide technical support in electronic paperwork signature process
Complete requests for the sales desk
Manage dispersal of leads that come from external sources
Assist with Investment Comparisons
Track relevant plan information
Routinely contact third party benchmarking parties
Proactively develop strategies to increase efficiencies in benchmarking tools

Requirements:

Bachelor's Degree or equivalent work experience
Excellent communication, both verbal and written; excellent customer service skills
Positive mindset, desire to learn, interest in sales
Good understanding of the business unit and products
Excellent computer skills (Word, Excel, Power Point) as well as database management
Strong organizational skills/ detail oriented
Excellent interpersonal skills Ability to work with shifting priorities and tight deadlines Decision Authorities

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About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as 'MFC' on the Toronto, New York, and the Philippine stock exchanges, and under '945' in Hong Kong.

Manulife is an Equal Opportunity Employer

Salary & Benefits

The annual base salary for this role is listed below.

Primary Location

Oakville, Ontario

Salary range is expected to be between

$52,650.00 CAD - $87,750.00 CAD
**Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short