As part of our global team, we'll support you in shaping the future you want to see #LI-Remote The role being advertised is an existing vacancy. About Manulife and John Hancock Manulife Financial ...
As part of our global team, we'll support you in shaping the future you want to see #LI-Remote The role being advertised is an existing vacancy. About Manulife and John Hancock Manulife Financial ...
Remote Series 99 information
What is a Remote Series 99 professional?
A Remote Series 99 professional is an individual who has passed the FINRA Series 99 exam and is qualified to perform the functions of an Operations Professional for a broker-dealer, but works remotely rather than in a traditional office setting. The Series 99 license allows professionals to handle a variety of back-office operations, such as trade settlement, asset transfers, and recordkeeping. Working remotely, these professionals use secure technology to manage tasks, communicate with team members, and ensure compliance with industry regulations. This role is essential for maintaining the smooth operation of financial firms, especially as remote work becomes more prevalent.
What is the difference between Remote Series 99 vs Remote Data Analyst?
| Aspect | Remote Series 99 | Remote Data Analyst |
|---|---|---|
| Required Credentials | Bachelor's in IT, Computer Science, or related field | Bachelor's in Data Science, Statistics, or related field |
| Work Environment | Remote, often in tech or software companies | Remote, in finance, healthcare, or tech sectors |
| Employer & Industry Usage | Tech firms, software companies, startups | Business, finance, healthcare organizations |
| Common Search & Comparison | Yes | Yes |
Remote Series 99 and Remote Data Analyst roles share similarities in requiring analytical skills and remote work setups. However, Remote Series 99 typically focuses on IT or software development, while Remote Data Analysts concentrate on data interpretation and reporting. Both roles are prevalent in tech-driven industries and require relevant degrees, but their core responsibilities differ, making them distinct career paths within remote work opportunities.
What are the key skills and qualifications needed to thrive as a Remote Series 99 Operations Professional, and why are they important?
To excel as a Remote Series 99 Operations Professional, you need a solid understanding of broker-dealer operations, compliance principles, and must hold the FINRA Series 99 license. Familiarity with financial software systems, regulatory reporting tools, and secure communication platforms is typically required. Attention to detail, problem-solving ability, and strong organizational skills are crucial soft skills for managing complex processes remotely. These competencies ensure accurate, compliant operations and effective teamwork in a regulated financial environment.
What are some common challenges faced by remote Series 99 Operations Professionals, and how can they be addressed?
Remote Series 99 Operations Professionals often encounter challenges such as maintaining effective communication with on-site teams and ensuring compliance with complex financial regulations from a distance. Overcoming these obstacles typically involves leveraging secure digital platforms for collaboration, maintaining regular check-ins with colleagues, and staying up-to-date on regulatory changes through continuous education. Building strong organizational habits and proactively seeking clarification on ambiguous processes can also help remote professionals excel in this role.
What are popular job titles related to Remote Series 99 jobs in Maple Ridge, BC? For Remote Series 99 jobs in Maple Ridge, BC, the most frequently searched job titles are:
What job categories do people searching Remote Series 99 jobs in Maple Ridge, BC look for? The top searched job categories for Remote Series 99 jobs in Maple Ridge, BC are:
What cities near Maple Ridge, BC are hiring for Remote Series 99 jobs? Cities near Maple Ridge, BC with the most Remote Series 99 job openings:
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 29 days ago
Job description
Are you looking to join a sales team that is recognized for innovation, excellence, and industry-leading service? If so, this may be the opportunity for you! We are currently seeking an External Wholesaler for our Affinity Markets area.
The Manulife Affinity Markets Sales team, in collaboration with financial advisors across the country, offers a suite of creative insurance solutions, including health & dental, travel insurance, as well as simplified issue critical illness, and disability products.
*The position is primarily homebased, with an expectation of spending up to 40% of the time in the field, requiring travel across British Columbia and Alberta
How will you create impact?
As an External Affinity Wholesaler, you will manage the Western Sales region (British Columbia and Alberta) and will be responsible for evolving existing advisor relationships and cultivating new ones, always with the goal of promoting client-centric solutions that increase Affinity Markets sales at Manulife. As an Affinity External Wholesaler, you are a dynamic individual with a sales focus, excellent communication skills, strong work ethic and a dedication to succeed. You are coachable, collaborative, organized and can think critically.
Responsibilities
Expertly promote the suite of Manulife Affinity Insurance solutions (Health & Dental, Travel, simple-issue Disability and Critical Illness insurance) to our top advisors.
Actively identify opportunities and activities to support and grow advisors' businesses.
Develop, analyze & refine strategies and tactics to achieve/exceed sales targets.
Assist in developing and implementing plans designed to provide "best in class" marketing support and new sales ideas to advisors.
Build and maintain relationships with key advisors and Intermediaries while creating professional working relationships with other Manulife field partners.
Consistently maintain agreed upon levels of face-to-face contact with advisors in the sales territory and record daily activities using Salesforce.com.
Conduct sales and marketing meetings and seminars with advisors and Intermediaries (e.g.: MGA staff) to train on Manulife Affinity solutions and approved sales and marketing concepts, as well as assist in developing sales opportunities with new and existing clients.
As a trusted partner, raise any service-related issues on behalf of advisors when they arise.
Develop and share best practices, sales, marketing and business development ideas with peers and advisors.
Adherence to the highest ethical standards at all times.
Perform front line business risk management function through awareness, support and implementation of compliance and company policies with advisors, including supervision of sales-related activities.
Qualifications
High-level consultative and active listening skills
Compelling presentation abilities
Proficient verbal and written communication
Strong self-discipline and demonstrated initiative
Previous training/education experience is an asset
Previous knowledge of Manulife Affinity products and systems preferred.
High level of comfort with computers, mobile devices, software including advanced knowledge of Manulife illustration system and a general knowledge level of the MS Office suite of products (with a focus on Excel)
Strong knowledge of competitive positioning
Ability to develop, organize and deliver proposals, business cases and PowerPoint presentations
In-depth knowledge of the Insurance sales process
Established ability to persuade and negotiate
High level of social and relationship-building skills.
Foster and build relationships to engage and influence others
Thrive in a competitive environment
Demonstrated time-management skills (necessary, due to geographical size of this sales territory)
Proven team player and mentor
Previous industry sales experience
University Degree or equivalent industry education
Successful completion of LLQP
Attained or working on relevant professional designations (CLU, CFP, CHS or CH.F.C.)
Business Planning Skills
Basic understanding of industry / regulatory / legal environment and issues
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
#LI-Remote
The role being advertised is an existing vacancy.
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 hr@manulife.com.
Working Arrangement
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 hr@manulife.com 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 hr@manulife.com 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.