The opportunity

The Worksite Sales Assistant Manager is a pivotal role responsible for driving and executing the company's Worksite Marketing strategy within the provincial agency channel. This role entails setting and achieving ambitious annual sales targets, measured in terms of annual premium equivalent (APE) and net issued cases, to contribute significantly to the overall Corporate Solutions growth plan. The manager will lead the activation and development of both new and existing financial advisors and leaders, ensuring robust engagement through comprehensive learning sessions, orientation programs, and field activities. Additionally, the manager will spearhead financial wellness presentations for corporate employees and association members, positioning the company as a leader in financial education and solutions. ​

Responsibilities

Strategic Leadership and Target Achievement:

• Set and achieve assigned APE targets, individual cases, and activation of advisors/leaders to align with the overall Worksite Marketing objectives.

• Collaborate with the Worksite Team Lead to achieve sales targets and expand the Worksite business of the company.

• Monitor and analyze sales performance metrics to ensure targets are met, providing strategic direction and adjustments as necessary.

Advisor Activation and Development:

• Lead the activation and continuous development of financial advisors through structured learning sessions, workshops, and joint fieldwork activities.

• Foster a culture of high performance and continuous improvement among the sales team.

• Engage existing Group Insurance producers to drive Worksite Marketing sales to their existing clients.

Client Engagement and Financial Education:

• Oversee the planning and execution of financial wellness seminars tailored for Worksite clients, enhancing the value provided to corporate partners and their employees.

• Conduct sales presentations to clients for new business opportunities as support to the distributor.

• Establish strong relationships with the distributors to ensure Worksite business is sustained.

Resource Development and Training:

• Develop and deliver high-impact PowerPoint presentations and learning materials on topics such as but not limited to Worksite sales strategies, prospecting techniques, effective presentation skills, and online selling.

• Prepare presentation materials for Worksite trainings, orientations, and financial wellness sessions.

• Coordinate with Business Development Specialists and Sales Management Teams to conduct Worksite orientation and Financial Wellness Sessions (FWS) training for agencies.

Team Management and Collaboration:

• Collaborate cross-functionally with internal departments, including Marketing, to develop effective sales tools and materials for agency and broker channels.

• Monitor the effectiveness of communication and sales materials used for Worksite initiatives, implementing changes and enhancements as needed.

Sales Strategy and Promotions:

• Work with Business Development Specialists/Corporate Sales Officers to create action plans that increase the activity and productivity of agencies focused on Worksite Sales and Group Insurance.

• Develop short and long-term Worksite sales promotions and incentives to drive engagement and sales performance.

Monitoring and Reporting:

• Monitor Worksite Sales performance and prepare relevant production reports.

• Attend to Worksite-related concerns from distribution channels, ensuring effective resolution and support.

How will you create impact?

• Your role will help boost the activity and productivity of the agency distribution channel. You can inspire the Agencies to go after the rich Worksite markets and create a steady stream of income for themselves while you also contribute to the topline revenue of the Company through Worksite Marketing.

What motivates you?

• You obsess about customers, listen, engage and act for their benefit.

• You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.

• You thrive in teams and enjoy getting things done together.

• You take ownership and build solutions, focusing on what matters.

• You do what is right, work with integrity and speak up.

• You share your humanity, helping us build a diverse and inclusive work environment for everyone.

What we are looking for

• A bachelor's degree in business studies, administration, economics, management, or a related field is required. This educational background provides a solid foundation in business principles and strategic thinking.

• 5 years of experience in sales, marketing, or a related field within the insurance or financial services industry. Prior experience in managing agency and broker channels, as well as a proven track record of meeting or exceeding sales targets, is highly desirable.

• Excellent verbal and written communication skills are essential for effectively conveying ideas, strategies, and presentations to diverse audiences and stakeholders. Strong relationship-building skills are crucial for establishing trust and maintaining productive partnerships with clients, advisors, and cross-functional teams.

• The ability to work collaboratively with others, manage conflicts, and build consensus is vital for leading teams and engaging with various stakeholders effectively.

• Proficiency in delivering engaging and persuasive presentations is necessary to conduct financial wellness seminars, sales pitches, and training sessions confidently and effectively.

• Advanced proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) is necessary for preparing reports, presentations, and other business documents efficiently.

• Strong organizational skills are required to manage multiple projects and priorities concurrently, ensuring all tasks are completed on time and to a high standard.

• The ability to analyze complex data, identify trends, and make informed decisions is critical for developing effective sales strategies and resolving issues. Critical thinking skills help in evaluating situations from multiple perspectives and providing innovative solutions.

What can we offer you?

• A competitive salary and benefits packages.

• A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.

• A focus on growing your career path with us.

• Flexible work policies and strong work-life balance.

• Professional development and leadership opportunities.

Our commitment to you

• Values-first cultureWe lead with our Values every day and bring them to life together.

• Boundless opportunityWe create opportunities to learn and grow at every stage of your career.

• Continuous innovationWe invite you to help redefine the future of financial services.

• Delivering the promise of Diversity, Equity and InclusionWe foster an inclusive workplace where everyone thrives.

• Championing Corporate CitizenshipWe build a business that benefits all stakeholders and has a positive social and environmental impact.

Acerca de John Hancock y Manulife

Manulife Financial Corporation es un importante grupo internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Nuestra sede mundial se encuentra en Toronto, Canadá, y operamos como Manulife mediante nuestras oficinas de Canadá, Asia y Europa, y principalmente como John Hancock en Estados Unidos. Brindamos servicios de asesoría financiera, seguros y soluciones de gestión patrimonial y de activos para personas, grupos e instituciones. Para finales de 2022, ya contábamos con más de 40,000 empleados, más de 116,000 representantes y miles de socios de distribución que brindaban nuestros servicios a más de 34 millones de clientes. Para finales de 2022, los activos que gestionamos y administramos fueron de CAD 1.3 billones (USD 1.0 billones), incluidos los activos invertidos totales de CAD 0.4 billones (USD 0.3 billones) y los activos netos de fondos segregados de CAD 0.3 billones (USD 0.3 billones). Cotizamos en las bolsas de valores de Toronto, Nueva York y Filipinas como “MFC” y en la de Hong Kong como “945”.

Manulife es un empleador que ofrece igualdad de oportunidades

En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, desarrollar y retener una fuerza laboral tan diversa como los clientes a los que servimos, y para fomentar un entorno de trabajo inclusivo que abarque la fuerza de las culturas y las personas. Estamos comprometidos con el reclutamiento justo, la retención, el ascenso y la compensación, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y la lactancia), orientación sexual, características genéticas, estatus de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley aplicable.

Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información compartida durante el proceso de solicitud de adaptación será almacenada y utilizada de manera congruente con las leyes aplicables y las políticas de Manulife/John Hancock. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a recruitment@manulife.com .

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