Job Description
Manulife is a leading international financial services provider dedicated to helping people make their decisions easier and lives better. The Regional Sales Coordinator will provide administrative and sales support for the Individual Insurance sales team in Western Canada, ensuring the smooth operation of sales initiatives and activities.
Responsibilities
- Assist in first level administration and review of regional expense submissions (examples: travel and entertainment, advisor spend) to ensure corporate expense and travel guidelines are being followed
- Track and manage expenses against budget and flag any expenses approaching budget or any instances where submissions have exceeded corporate guidelines
- Ensure timely review and approval of expenses by sales leader
- Process invoices to ensure prompt payment to vendor(s)
- Work closely with applicable team members to effectively plan and successfully execute both advisor facing events (educational and business promotional events/activities) and internal team meetings
- Source and plan meeting venue and management of event budget
- Liase with venue contacts to ensure all logistics and details are understood and executed as requested
- Manage logistics of scheduling and supporting virtual meetings and webinars
- Create, distribute and manage all invitations to meeting and events
- Coordinate and monitor prompt distribution of marketing materials and sales aids as requested by sales team
- Assist in planning and organizing activities such as entertainment and dinner events
- Handle all catering and meal requirements
- Prepare leader requested presentations
- Manage all aspects of the CE credit process from submission to delivery
- Manage end to end post event follow up process, including: creating and deploying a post event survey, return on investment sales reporting for attendees, creation of a Create and distribute surveys using the current survey tool to solicit feedback from advisors and or internal team members on events
- Run requested reports for sales leaders and/or sales team members using Salesforce and MS Power BI and provide insights and analysis of data as required
- Become a subject matter expert when new sales team tools and technology are launched and ensure sales team are familiar and comfortable in using tools
- Create and deploy mass emails on behalf of your wholesalers and Sales Leader
- Create and deploy Seismic 'Digital Sales Rooms' for follow-up with marketing collateral
- Handle requests from sales leader and/or sales team members with respect to advisor gift requests
- Work with head office sales leadership on national initiatives as required
- Take a lead role in identifying team gaps in reporting and bring forward suggestions for enhanced self-serve report opportunities
- Management of sales leader’s calendar (sending out invites, responding to invites)
- Travel arrangements for sales leader (flights, hotels, car rentals, etc)
- Onboarding/offboarding new team members including appropriate access, equipment
- Ensure team distribution lists are kept updated
- Handle all incoming and outgoing mail and courier needs
Skills
- Post secondary education is required
- Experience and understanding of the life insurance business and different products is an asset
- Strong skills in Microsoft Office products (Excel, Word, Power BI), Salesforce.com, including Salesforce Marketing Cloud
- Fast learner and self-starter, with ability to take initiative to work proactively
- Ability to learn new technologies quickly and become a subject matter expert for sales team members
- Strong organizational, time management and priority setting skills in order to meet tight deadlines
- Strong problem-solving and analytical skills; ability to investigate problems without supervision
- Demonstrated ability to multi-task, show initiative, and anticipate needs in a proactive manner
- Strong verbal communication and business writing skills
- Ability to balance multiple priorities while maintaining a high degree of accuracy and attention to detail
- Flexible and adaptable when dealing with change, including changing priorities and tight deadlines
- Able to exercise discretion and tact in situations involving sensitive and confidential information
Benefits
- Health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans
- Various retirement savings plans (including pension and a global share ownership plan with employer matching contributions)
- Financial education and counseling resources
- Generous paid time off program in Canada includes holidays, vacation, personal, and sick days
- Full range of statutory leaves of absence
Company Overview
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