Associate Consultant – Presales Solutioning, Product Development, Product Portfolio
EXL
Cloud
Insurance Sales Support Specialist
Manulife
full-time
Posted on:
Origin: • 🇨🇦 Canada
Visit company websiteSalary
💰 CA$53,775 - CA$89,625 per year
Job Level
Mid-LevelSenior
About the role
- Accountable for providing excellent pre-sales support to all sources of business
- First point of contact for producers and back offices for insurance pre-sales process, including product information, case design, illustrations, marketing, new business and underwriting assistance
- Support Internal Sales Management in reporting and analytics
- Answer financial advisor queue calls regarding advisor inquiries
- Provide back-up support to Internal Sales Consultants and attend their meetings, training sessions, webinars and regional team meetings
- Act as national campaign administrator: create and manage Call Campaigns
- Develop territory prospecting lists and prospecting strategies
- Facilitate advisor use of website tools and assist with presentation materials
- Provide technical support in electronic paperwork signature process
- Complete requests for the sales desk and manage dispersal of external leads
- Assist with investment comparisons, track relevant plan information and contact third-party benchmarking parties
- Proactively develop strategies to increase efficiencies in benchmarking tools
Requirements
- Bachelor’s Degree or equivalent work experience
- Excellent communication, both verbal and written; excellent customer service skills
- Positive mindset, desire to learn, interest in sales
- Good understanding of the business unit and products
- Excellent computer skills (Word, Excel, Power Point) as well as database management
- Strong organizational skills / detail oriented
- Excellent interpersonal skills
- Ability to work with shifting priorities and tight deadlines
