Account Executive – Canada Retirement (Halifax Regional Municipality)

Account Executive – Canada Retirement (Halifax Regional Municipality)

10 Sep
|
Manulife
|
Halifax Regional Municipality

10 Sep

Manulife

Halifax Regional Municipality

The Account Executive – Canada Retirement is an external sales role responsible for driving growth in Manulife's Group Retirement business across assigned Canadian markets.

This role focuses on building strong advisor and plan sponsor relationships, promoting the value of Manulife's retirement solutions, and delivering consultative support that aligns with sponsor and advisor needs.

This role is responsible for developing and managing a disciplined sales pipeline, leading new business development activities (including RFP responses and finalist presentations), and collaborating closely with internal partners to deliver a seamless experience from prospecting through onboarding and ongoing relationship management.

Success in this role requires strong business acumen in the retirement industry, a consultative sales approach, and the ability to translate complex retirement concepts into clear business value.

The role is designed for a sales professional who demonstrates ownership of territory outcomes, leverages data and market intelligence, and consistently reinforces Manulife's value proposition through ethical, customer-focused selling.
**Position Responsibilities:**
**New Business Development**
Develop and execute a territory strategy to achieve sales and growth objectives.

Build and maintain a strong pipeline of prospective retirement plan opportunities.

Prospect and cultivate relationships with advisors, consultants, and plan sponsors.

Conduct discovery meetings to understand client needs, plan objectives, and workplace savings goals.

Lead new business opportunities from initial engagement through implementation handoff.

Develop competitive sales strategies and position Manulife's value proposition effectively.

Coordinate and respond to RFPs, RFIs, and proposal requests.

Deliver finalist presentations and support plan sponsor decision-making processes.

Maintain accurate sales forecasts, pipeline reporting, and opportunity tracking.
**Client & Partner Engagement**
Build trusted relationships with advisors, consultants, trustees, and plan sponsor decision-makers.

Act as a strategic resource by sharing industry insights, market trends, and retirement expertise.

Represent Manulife at industry events, client meetings, and business development activities.

Collaborate with external distribution partners to uncover and advance opportunities.
**Cross-Functional Collaboration**
Partner with Pricing, Product, Investments, Marketing, Client Service, Implementation, Operations, Legal, and Compliance teams to develop client solutions and support successful sales outcomes.

Share market intelligence and client feedback to help shape product, service, and business strategies.

Ensure a seamless transition of new business to implementation and service partners.
**Required Qualifications:**
University degree in Business, Finance, Economics, Commerce, Marketing, or a related field.
5+ years of experience in financial services sales,



business development, relationship management, or consulting.

Experience in group retirement, workplace savings, pensions, investments, wealth management, or employee benefits.

Demonstrated success developing new business, managing complex sales opportunities, and delivering presentations to diverse stakeholders.

Solid knowledge of retirement and savings solutions, including Defined Contribution plans, Group RRSPs, DPSPs, and TFSAs, as well as the Canadian pension and regulatory environment.

Proven consultative selling, relationship management, negotiation, and influencing skills.

Strong business acumen with the ability to identify opportunities, develop sales strategies, and navigate competitive situations.

Experience managing sales pipelines, forecasting, and CRM tools such as Salesforce.

Excellent communication, organizational, and cross-functional collaboration skills.

Customer-focused with a commitment to ethical selling, inclusion, and continuous learning.

Industry designations (CSC, IFIC, CIM, CFP, RRC, or equivalent) and bilingual English/French capabilities are assets.

Willingness and ability to travel within Canada.
**Preferred Qualifications:**
Industry designations (CSC, IFIC, CIM, CFP, RRC, or equivalent) and bilingual English/French capabilities are assets.
**_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.

The role being advertised is an existing vacancy.
**Giới thiệu về Manulife và John Hancock**
Tập đoàn Manulife Financial là nhà cung cấp dịch vụ tài chính quốc tế hàng đầu giúp mọi người quyết định dễ dàng hơn và có cuộc sống vẹn toàn hơn. Để tìm hiểu thêm về chúng tôi, hãy truy cập
https://www.manulife.com.vn/ .
**Manulife là Nhà sử dụng lao động không phân biệt đối xử**
Tại Manulife/John Hancock, chúng tôi luôn đón nhận sự đa dạng.

Chúng ta cố gắng thu hút, phát triển và duy trì lực lượng lao động đa dạng tương tự như những khách hàng mà chúng ta phục vụ, đồng thời thúc đẩy một môi trường làm việc hòa nhập, đề cao thế mạnh của từng nền văn hóa và cá nhân.

Chúng ta cam kết tuyển dụng, duy trì, thăng tiến và trả lương một cách công bằng. Đồng thời,



chúng ta quản lý tất cả các hoạt động và chương trình của mình mà không phân biệt đối xử dựa trên chủng tộc, dòng họ, xuất thân, màu da, nguồn gốc dân tộc, quyền công dân, tôn giáo hoặc tín ngưỡng tôn giáo, đức tin, giới tính (bao gồm phụ nữ mang thai và các tình trạng liên quan đến mang thai), xu hướng tính dục, đặc điểm di truyền, tình trạng cựu chiến binh, bản dạng giới, biểu hiện giới, tuổi tác, tình trạng hôn nhân, tình trạng gia đình, khuyết tật hoặc bất kỳ căn cứ nào khác được pháp luật hiện hành bảo vệ.
Ưu tiên của chúng ta là loại bỏ các rào cản để đem lại cơ hội tiếp cận việc làm bình đẳng. Đại diện Bộ phận Nhân sự sẽ làm việc với những ứng viên có yêu cầu điều chỉnh hợp lý trong quá trình ứng tuyển. Tất cả thông tin được chia sẻ trong quá trình yêu cầu điều chỉnh sẽ được lưu trữ và sử dụng tuân theo pháp luật hiện hành và chính sách của Manulife/John Hancock. Để yêu cầu điều chỉnh hợp lý trong quá trình ứng tuyển, hãy liên hệ với
[email protected] .
**Working Arrangement**
Kết hợp
**Salary & Benefits**
Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

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.

If you are applying for this role outside of the primary location, please contact
[email protected]
for the salary range for your location.

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
[email protected]
for more information about U.S.-specific paid time off provisions.

We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process.

For more information, please refer to our personal information collection statement (https://careers.manulife.com/global/en/talentacquisitionprivacystatement) .

📌 Account Executive – Canada Retirement (Halifax Regional Municipality)
🏢 Manulife
📍 Halifax Regional Municipality

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