GWS Internal Wholesaler - Retail
$100,000–$140,000 year
On-siteToronto, Ontario, Canada or Vancouver, British Columbia, Canada
Job Summary
Promote full range of Wealth Management solutions to Advisors, focusing on estate planning and wealth transfer benefits of Manulife segregated funds and annuities. Identify and pursue new relationships with Advisors while providing new insights to help them grow their business. Execute a repeatable and measurable sales process to achieve product-specific sales targets within the wholesaler's specific region. Work with an External Wholesaler and Territory Coordinator to manage sales growth and relationships within a defined region. This role offers a long-term professional career path with a defined training program into becoming an External Wholesaler. Sales opportunities cover a wide range of geographies, demographics, and products.
Required Qualifications
- College or University degree in a related field
- Prior sales experience in the financial services industry
- familiarity in advisor practice management
- Knowledge of Wealth Management products (Segregated Funds & Annuities)
- understanding of global financial markets
- Successful completion of industry-related courses such as CSC, IFIC, CFP (or working towards completion of industry-related courses)
Desired Qualifications
- College or University degree in a related field is preferred
- Prior sales experience in the financial services industry, ideally with familiarity in advisor practice management
- Knowledge of Wealth Management products (Segregated Funds & Annuities) and an understanding of global financial markets is an asset
- Successful completion of industry-related courses such as CSC, IFIC, CFP (or working towards completion of industry-related courses) is preferred
- Positive and energetic
- Resilient
- Ambitious
- Self-motivated
- Adaptable to change
- Results oriented
- Coachable
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.