Inside Sales Consultant
| Company | Manulife Financial |
|---|---|
| Location | Toronto, ON, Canada, Kitchener, ON, Canada |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Junior |
Requirements
- Minimum 1 year in client facing roles in the financial industry, preferability wealth or asset management
- Life License (LLQP) required by start date
- Mutual Fund License (MFDA) is preferred
- Certified Financial Planner (CFP) is preferred
Responsibilities
- Conduct one-on-one needs-based conversations over the phone for group retirement plan-members currently enrolled in an employer group plan
- Educate and communicate value proposition on benefits of various options for members
- Conduct financial illustrations for plan members around drawing retirement income
- Guide members through need-based analysis and formulate a plan of action and related suitability for immediate assets that are in group plan
- By understanding client preferences and their personal situation, identify referral opportunities
Preferred Qualifications
- Demonstrated ability to articulate value proposition through consultation over the phone
- Possess active listening skills to understand the clients’ needs and personal situation
- Attention to detail in gathering and accurately recording all customer information
- High degree of integrity putting the client at the center of the conversation
- Strong compliance approach
- Remain current and up to date on our products and services, as well as processes
- Bilingual (French & English) is required for Quebec applicants only – The successful candidate will be required to communicate in English and French to support clients from various jurisdictions outside of Quebec.