PlanRight Associate Advisors
Montreal, QC CA
19h ago

Are you looking for unlimited opportunities to develop and succeed? With work that challenges and makes a difference, within a flexible and supportive environment, we can help our customers achieve their dreams and aspirations.

Job Description

Leverage your sales, planning, and relationship building skills to the highest level in our unique environment.

You will be rewarded with competitive benefits package, and a supportive leadership team dedicated to your professional growth and success.

We are looking for results orientated, motivated, energetic individuals who believe they can thrive in an environment like this.

If this sounds like you and your curious to know more apply below, read on!

Key Responsibilities :

  • First point of contact for customers requesting to meet with a PlanRight advisor
  • Conduct all meetings over the phone and record daily activities using Salesforce
  • Address customer’s immediate questions, concerns, review their Manulife Group Retirement Savings plan (if applicable), ensure they are making the most of their group plan and do a general fact find to assess other possible gaps in their over financial situation
  • Proactively identify opportunities and make recommendations to help clients achieve their financial goals; recommend solutions considering the clients' current situation, risk profile, time horizon, and other personal factors
  • Fulfill some sales transactions over the phone such as asset consolidations and retention and skillfully refer certain clients to our second tier PlanRight advisors, who can offer holistic financially planning and offer both investment as well as insurance solutions.
  • Proactively communicate with clients and respond to developing needs, resolve issues or problems and following up as appropriate
  • Provide back office sales support to elite second tier PlanRight advisors; this could include investigating client enquiries, assisting with financial plans, etc.
  • Manage your pipeline of leads and Achieve results

  • Successfully manage a sales pipeline and demonstrate a high closing rate
  • Actively follow up on a steady stream of leads provided to you by Manulife
  • Develop and share ongoing best practices, sales, marketing and business development ideas and strategies with peers
  • Ongoing Training & Development

  • Participate in an extensive onboarding program as you transition into the role
  • Create and maintain a professional development plan
  • Engagement in on-going coaching sessions & observations with your sales manager
  • Participate in on-going training sessions to further develop skills
  • Qualifications

  • Minimum 1 year of successful experience as a Financial Advisor
  • Life License - (LLQP)
  • MFDA or IIROC licensed or previously licensed within the last 2 years. If not currently licensed, must be willing to obtain one of these licenses prior to start date
  • Certified Financial Planning designation (or in process of attaining or willing to obtain)
  • Knowledge of Manulife products and systems would be an asset
  • Experience working with Salesforce and Navi Plan would be an asset
  • Computer skills, and a general knowledge level of the MS Office suite of products
  • Successfully completed a formal sales training program
  • Skills required :

  • Basic understanding of regulatory / legal environment and issues impacting the sale of life insurance and investment products
  • Experience in preparing, developing and presenting financial plans to clients
  • Ability to work independently and possesses self -management skills to complete workload in a timely fashion and manage competing priorities
  • Self-motivated and goal oriented to meet sales and sales targets while growing your book of business
  • Coachable : open to innovative approaches and takes actions to continuously improve
  • Demonstrated ability to develop effective and professional working relationships with clients and other Manulife partners
  • Proven problem resolution and conflict management skills to ensure an effective solution is reached for our customers
  • If you are ready to unleash your potential, it’s time to start your career with Manulife / John Hancock.

    About Manulife

    Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better.

    We operate primarily as John Hancock in the United States and Manulife elsewhere. We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions.

    At the end of 2018, we had more than 34,000 employees, over 82,000 agents, and thousands of distribution partners, serving almost 28 million customers.

    As of December 31, 2018, we had over $1.1 trillion (US$794 billion) in assets under management and administration, and in the previous 12 months we made $29.

    0 billion in payments to our customers.

    Our principal operations in Asia, Canada and the United States are where we have served customers for more than 100 years.

    With our global headquarters in Toronto, Canada, we trade as 'MFC' on the Toronto, New York, and the Philippine stock exchanges and under '945' in Hong Kong.

    Manulife is committed to supporting a culture of diversity and accessibility across the organization. It is our priority to remove barriers to provide equal access to employment.

    A Human Resources representative will consult with applicants contacted to participate at any stage of the recruitment process who request an accommodation.

    Information received regarding the accommodation needs of applicants will be addressed confidentially.

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