GWS Internal Wholesaler - Retail
Core
Promote Wealth Management solutions (segregated funds and annuities) to Advisors and provide access to Portfolio Managers and Strategists, focusing on estate planning and wealth transfer.
Role type
Internal Wholesaler (Sales)
Builds
Sales growth and business development for Manulife Wealth Management products
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
sales targets achievement, new relationship building, business insights provision, persuasion and negotiation, presentation skills, time management, sales process execution, industry landscape knowledge, customer information analysis
Preferred skills
financial services sales experience, advisor practice management familiarity, Wealth Management product knowledge, global financial markets understanding, industry certifications (CSC, IFIC, CFP)
Technologies
none stated
Responsibilities
Achieve product-specific sales targets, identify and pursue new Advisor relationships, provide new insights to help advisors grow their business, assess customer-related information to identify sales opportunities
Seniority
Individual Contributor