Director, HNW Wealth Planning Consultant (Agency Channel)
Manulife(1 month ago)
About this role
The Director, HNW Wealth Planning Consultant is responsible for developing and executing a sales strategy targeting the high-net-worth market segment through agency channels. This role requires collaboration with agents to create insurance opportunities and provides support through coaching on legacy planning solutions while adhering to compliance guidelines and staying informed on industry trends.
Required Skills
- Sales Strategy
- Wealth Planning
- Client Solutions
- Compliance
- Coaching
Qualifications
- University Degree
About Manulife
manulife.comManulife is a leading financial services group. We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions.
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