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Regional Sales Coordinator
Manulife
- Vancouver, British Columbia, Canada
- Vancouver, British Columbia, Canada
Über
**Key Accountabilities:**
**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.
+ 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
+ Manage end to end post event follow up process, including: creating and deploying a post event survey, return on investment sales reporting for attendees, creation of a 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**
+ Run requested reports for sales leaders and/or sales team members using Salesforce and MS Power BI and provide insights and analysis of data as required
+ Become a subject matter expert when new sales team tools and technology are launched
+ and ensure sales team are familiar and comfortable in using tools
+ Create and deploy mass emails on behalf of your wholesalers and Sales Leader
+ Create and deploy Seismic "Digital Sales Rooms" for follow-up with marketing collateral
+ Handle requests from sales leader and/or sales team members with respect to advisor gift requests
+ Work with head office sales leadership on national initiatives as required
+ Take a lead role in identifying team gaps in reporting and bring forward suggestions for enhanced self-serve report opportunities
**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
**Qualifications:**
+ Post secondary education is required
+ 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
**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 .
**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 .
**Referenced Salary Location**
Vancouver, British Columbia
**Working Arrangement**
Kết hợp
**Salary range is expected to be between**
$48,450.00 CAD - $80,750.00 CAD
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 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 for more information about U.S.-specific paid time off provisions.
Sprachkenntnisse
- English
Hinweis für Nutzer
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