Manulife

Sales Desk Specialist – Guaranteed Wealth Solution

Manulife

full-time

Posted on:

Location Type: Hybrid

Location: Waterloo • Canada

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Salary

💰 CA$50,100 - CA$83,500 per year

About the role

  • Serve as the central point of contact for the Guaranteed Wealth Solutions Sales team
  • Handle advisor and distributor inquiries and follow-ups across Canada
  • Act as a subject matter expert, cross-trained in our suite of investment products
  • Collaborate with internal teams to resolve complex issues quickly and accurately
  • Support sales strategies by removing service burdens from wholesalers
  • Analyze situations and investigate complaints utilizing expert problem-solving skills
  • Identify and report systemic issues and root causes triggering complaints
  • Influence decisions by making recommendations and driving changes to enhance distributor and customer experience
  • Organize, prioritize, and commit to aggressive deadlines
  • Stay current with company policies and participate in team meetings

Requirements

  • Post-secondary education
  • 5+ years of experience in the insurance/finance sector
  • Relevant industry education/designations for the business area/product line
  • Bilingual (English/French) considered an asset
  • Proven experience in insurance
  • Strong technical capabilities and product knowledge
  • Excellent understanding of sales channels, processes, and advisor relationships
  • Exceptional analytical and problem-solving skills; ability to quickly identify and resolve issues
  • High level of customer service with professionalism and empathy
  • Strong verbal and written communication skills; able to communicate solutions clearly and confidently
  • Ability to manage advisor inquiries and complaints calmly under pressure
  • Exceptional attention to detail and organizational skills; able to multi-task and prioritize effectively
  • Demonstrated flexibility and adaptability in a rapidly changing environment
  • Ability to work independently and collaboratively across various levels of the organization
  • Commitment to meeting service excellence standards within tight deadlines
  • Ability to conduct trend analysis and report findings
  • Experience mentoring team members and acting as a subject matter expert
Benefits
  • Health insurance
  • Dental benefits
  • Mental health
  • Vision benefits
  • Short- and long-term disability
  • Life and AD&D insurance coverage
  • Adoption/surrogacy benefits
  • Wellness benefits
  • Employee/family assistance plans
  • Retirement savings plans (including pension and employer matching contributions)
  • Financial education and counseling resources
  • Paid time off program including holidays, vacation, personal, and sick days
  • Statutory leaves of absence
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
insurancefinancetrend analysisproblem-solvingcustomer servicesales channelsproduct knowledgeadvisor relationshipsbilingual
Soft Skills
analytical skillscommunication skillsorganizational skillsattention to detailflexibilityadaptabilitycollaborationtime managementprofessionalismempathy
Certifications
post-secondary educationrelevant industry education/designations