Account executive – canada retirement (Halifax Regional Municipality)

Account executive – canada retirement (Halifax Regional Municipality)

25 Oct
|
Société Financière Manuvie
|
Halifax Regional Municipality

25 Oct

Société Financière Manuvie

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.

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

- 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

📌 Account executive – canada retirement (Halifax Regional Municipality)
🏢 Société Financière Manuvie
📍 Halifax Regional Municipality

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