National Small Business Consultant - Edmonton, Canada - Manulife

Manulife

Verified Company

Edmonton, Canada

1 week 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

The opportunity
Manulife Canada Retirement is a leading provider of group retirement savings plans for businesses across Canada. Our plans include Registered Retirement Savings, Defined Contribution, Registered Pension, Deferred Profit Sharing, and Employee Share Ownership programs. The National Small Business Consultant for Canada Retirement manages small business cases located across Canada. While accountable to support the sales team, this is not a sales position.

Responsibilities

Participation as a supporting member of the presale process for Pension products and services
Participate in the installation process by working closely with Plan Sponsors, Producers/Advisors and Head Office Implementation Team and Plan Design Services teams.
Provide support on membership renewal and training to Plan Sponsors and Producers/Advisors
Own highlevel relationship with Plan Sponsors, Producers/Advisors through implementation of new plan
Inforce and support digital processes through training of Plan Sponsors and Producers/Advisors
Coordinate Agent of Record changes through proper internal channels
Monitor successful plan activation through first contribution remittance.
Support plan terminations and amendments for the group plan as the need arises.
Participate in projects related to the small business product, known as Future Step
Manage under $2M new GRO business and Inforce assignments.

How will you create impact?
This is an opportunity to join Canada Retirement of Manulife at a time of significant importance.

This is a key field office relationship management role with time spent interacting directly with corporate customers and their affiliated market sources.

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

What we are looking for

Experience working with plan sponsors in a pensionrelated capacity an asset.
Knowledge of Canadian Pension industry
Strong mathematical proficiency is an asset.
Undergraduate degree (business, economics or finance preferred)
Superior interpersonal skills
Proven ability to set priorities, meet goals, work independently, successful in a teamfocused work environment.
Proven problemsolving and analytical skills.
Proven organizational & time management skills.
Superior written & verbal communication skills
Outstanding presentation skill in a group setting

What can we offer you?

A competitive salary and benefits packages.
A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.
A focus on growing your career path with us.
Flexible work policies and strong worklife balance.
Professional development and leadership opportunities.

Our commitment to you

Valuesfirst 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.

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, inclu