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
Develop and share ongoing best practices, sales, marketing and business development ideas and strategies with peers
Participate in an extensive onboarding program as you transition into the role
Engagement in on-going coaching sessions & observations with your sales manager
Participate in on-going training sessions to further develop skills
● 职位要求：
至少1年成功的财务顾问经验；
MFDA或IIROC在过去两年内获得或先前获得许可；
注册财务规划指定；
熟悉宏利产品及系统者优先；
有与Salesforce和Navi计划合作的经验者优先；
具备计算机技能，并具有一定的MS办公软件产品知识水平；
成功完成正式的销售培训计划；
基本了解影响人寿保险和投资产品销售的监管/法律环境和问题；
有准备、开发和向客户展示财务计划的经验；
与客户及其他宏利合作伙伴建立有效及专业的工作关系
具备解决问题和冲突的能力，确保为客户提供有效的解决方案
● Requirements：
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