Director retail accounts Quebec Market

at  Manulife

The Director of Retail Accounts – Québec Market is responsible for the support and execution of the retail accounts strategy. The role is focused on growing insurance and wealth solutions sales through strategic directives to maximize our opportunities and ensuring efficient and effective support models. This role will be accountable for helping to drive our leadership, performance management and engagement initiatives with our distribution partners. Acting a key bridge between our Retail Accounts (regional and national) in the Québec Market, the Head of Retail Distribution, Québec Market and the National Retail Accounts and Business Development team, excellence in communication and partnership with the following teams is essential for success:

• Distributors and Advisors
• Distributor Relationship management team
• Contracting, Compliance, Compensation departments
• Sales Training & Development
• Product and Marketing
• Retail Sales Intelligence
• Underwriting
• Professional Services

Position Responsibilities:

Retail Account Oversight – 30%

• Manage and oversee components of our retail account strategy
• Effective management and coordination of the marketing allowance program
• Key resource for RVPs on retail account issues
• Coordinate and identify firm and principal communication
• Be responsive to field readiness, as it applies to retail accounts

Leadership in Sales Support and Strategy – 40%

• Develop, execute, and implement strategies to help the Québec Market Retail Distribution team drive forward key initiatives with our retail accounts
• Coordinate National firm events in the Québec region (ie: HUB days, IDC University, Insurance Specialist meetings)
• Coordinate Regional firm events (ie: Groupe Cloutier, Mica, Lafond, etc.)
• Develop impactful “Guiding Principals” for the Insurance Sales team
• Deliver regional distributor and national distributor (in the Québec region) training on Manulife’s products and solutions
• Organize wholesaler calls focused on specific firms
• Collaborate with HO to launch effective products and marketing initiatives.
• Leverage your deep product and industry knowledge with internal business partners to co-create effective sales presentations and materials
• Assist with the development of creative communications strategies focused on the Sales teams of our distributors
• Drive employee engagement across the broader sales team
• Review and Enhance Sales Reporting for maximum impact
• Develop consistent RVP Firm review packages/material support
• Proactively identify opportunities and activities to support our RVPs, distributors and their advisors

Account Management -30%

• Dedicated account leadership for a selected number of firms
• Effective onboarding of new firms

Required Qualifications:

• 8 to 10 years of experience in the financial services industry with a deep knowledge of Individual Insurance products and sales strategies
• Fully bilingual (French/English): The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.
• Valid Driver’s License (Need for a vehicle for face-to-face client meetings)
• Working towards of have obtained CFP, CLU, CHFC, CHS designations.
• Extensive knowledge of the financial services industry and distribution in Canada

Preferred Qualifications:

• Excellent communication and public speaking skills
• Networking, negotiation and influencing skills
• Strong capabilities in seeing opportunities to drive results.
• In-depth understanding of the competitive environment and its impact on participants
• Detail and planning orientation required.

When you join our team:

• We’ll empower you to learn and grow the career you want.
• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
• As part of our global team, we’ll support you in shaping the future you want to see.

• Distributors and Advisors
• Distributor Relationship management team
• Contracting, Compliance, Compensation departments
• Sales Training & Development
• Product and Marketing
• Retail Sales Intelligence
• Underwriting
• Professional Service