Sales Desk Specialist coordinating advisor inquiries and collaborating with the Guaranteed Wealth Solutions Sales team at Manulife. Resolving complex issues and supporting sales strategies across Canada.
Responsibilities
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
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