Implementation and Sales Support Manager onboarding new business for FleetPartners, a leader in vehicle fleet leasing and financial services in Australia. Support sales growth with client presentations and stakeholder communication.
About the role
- 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
- Statutory leaves of absence
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