Regional Sales Support Coordinator

The position of Regional Sales Coordinator is an integral role as part of the Individual Insurance sales team. You will provide administrative and sales support for various members of the team (leadership, external and internal sales colleagues) by ensuring the smooth operation and execution of various sales initiatives and activities. You will be required to develop a thorough understanding of the sales needs of the team to support them in effectively executing the overall sales strategy. The position will require occasional travel for training/meetings and the execution of events.

Position Responsibilities:

Budget & Expense Management

• 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)

Meetings and Small Events
 

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.

Key tasks include (but not limited to):

• 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

• Create and distribute surveys using the current survey tool to solicit feedback from advisors and or internal team members on events

Marketing and Sales Reporting Support

• Coordinate and monitor prompt distribution of advisor marketing material requests and sales aids as requested by the sales team.

• Run requested adhoc reports for sales leaders and Insurance Wholesalers using Salesforce and MS Power BI and provide insights and analysis of data as required

• Take a lead role in identifying team gaps in reporting and bring forward suggestions for enhanced self-serve report opportunities

• Ensure any unassigned advisors are assigned to the appropriate wholesalers in Salesforce

• Become a subject matter expert when new sales enablement tools and technology are launched and ensure sales team are familiar and comfortable in using tools.

• Handle requests from sales leader and Insurance Wholesalers for advisor recognition requests

• Work with head office sales leadership on national initiatives as required

General Administrative Support

• 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

Required Qualifications:

• Post secondary education is required

• 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.

Preferred Qualifications:

• 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

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.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact recruitment@manulife.com.

Salary range is expected to be between

If you are applying for this role outside of the primary location, please contact recruitment@manulife.com for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

Manulife offers eligible employees a wide array of customizable benefits, including 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. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact recruitment@manulife.com for more information about U.S.-specific paid time off provisions.