● 招聘公司：加拿大宏利金融集团（Manulife Financial)点击申请
● 招聘职位：初级财政顾问（Financial Advisor, Entry Level） ● 工作内容： - 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.
● 工作要求： - 至少1年成功的财务顾问经验；
- 终身牌照- (LLQP)；
- MFDA或IIROC在过去两年内获得或先前获得许可。如果当前未获得许可，则必须愿意在开始日期之前获得这些许可之一；
- 注册财务规划指定(或正在获得或愿意获得)；
- 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。
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