National Sales Coordinator, Affinity Channel

Reposted 9 Days Ago
Be an Early Applicant
5 Locations
In-Office
44K-73K Annually
Entry level
Fintech • Insurance • Financial Services
The Role
The National Sales Coordinator role at Manulife involves providing administrative and sales support, managing CRM data, coordinating events, and assisting with marketing materials for the Affinity Sales Team.
Summary Generated by Built In

At Manulife Financial, we're on a mission to simplify decisions and enhance lives worldwide. With our global headquarters in Toronto, Canada, we operate as Manulife in Asia, Canada, and Europe, and as John Hancock in the United States. Our diverse team is dedicated to driving meaningful change and growth. Join us and be part of something bigger.

We're looking for a dynamic National Sales Coordinator to join our Affinity Sales Team. In this key role, you'll provide essential administrative and sales support, helping us meet our business development goals and sales targets. You'll collaborate closely with our team and the advisors we support, and your work will make a real impact.

Position Responsibilities:

Administrative Duties

  • Maintain the Salesforce CRM to ensure data accuracy and integrity.

  • Process invoices, manage expense reporting, and support budget tracking.

  • Manage the general inbox and phone queue to ensure timely responses.

  • Support new hires with onboarding coordination.

  • Coordinate promotional items and manage travel logistics for the sales team.

Sales and Marketing Support

  • Build and assist with the deployment of sales and marketing content, partnering closely with Marketing to ensure materials are advisor‑ready, compliant, and aligned with national sales priorities.

  • Collaborate with Marketing to execute targeted email campaigns and national promotional initiatives.

  • Manage the Continuing Education (CE) credit process.

  • Track and support promotional campaigns and advisor engagement initiatives.

  • Support virtual seminars and webinars.

  • Enhance and support the Affinity Elite Advisor experience through materials, communications, and program execution.

Reporting and Analytics

  • Conduct inside sales reporting and manage ongoing activity and recognition reports.

  • Distribute regular sales reports to national sales leadership and wholesalers.

  • Collaborate with the Business Analytics team on data manipulation, reporting needs, and insights.

  • Support tracking of follow‑ups, campaign effectiveness, and advisor engagement metrics.

Advisor Meetings and Events

  • Plan, coordinate, and execute logistics for advisor meetings and events.

  • Work closely with wholesalers to build, organize, and maintain sales rooms and advisor‑meeting environments to support impactful presentations and training sessions.

  • Prepare and distribute marketing materials and presentation content for meetings.

  • Assist with presentation follow‑ups, including distribution of materials, documentation of next steps, and coordination of post‑meeting actions.

  • Support promotional activities tied to advisor meetings and events.

Team and Partner Coordination

  • Represent Affinity in internal and cross‑functional meetings as required.

  • Plan team agendas, track action items, and support execution of deliverables.

  • Partner with wholesalers and internal stakeholders to ensure accountability on initiatives.

  • Manage the Wholesaler Effectiveness Survey process.

  • Oversee phone queue management for inside sales support.

Required Qualifications:

  • Post-secondary education or equivalent experience

  • Expect occasional travel for training, meetings, and events.

  • Proficiency with digital tools like Word, PowerPoint, Excel, and Salesforce.

  • Strong communication skills, both verbal and written, with a knack for building relationships at all levels.

Preferred Qualifications:

  • Excellent organizational and time management skills.

  • Detail-oriented with a talent for preparing and analyzing reports.

  • Discretion and tact in handling sensitive information.

  • Experience in financial services is a plus.

  • Ability to work independently and as part of a team.

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.

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 [email protected].

Referenced Salary Location

Waterloo, Ontario

Working Arrangement

Hybrid

Salary range is expected to be between

$43,875.00 CAD - $73,125.00 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 [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.

Skills Required

  • Post-secondary education or equivalent experience
  • Proficiency with digital tools like Word, PowerPoint, Excel, and Salesforce

Manulife Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Manulife and has not been reviewed or approved by Manulife.

  • Healthcare Strength Healthcare coverage is portrayed as comprehensive, spanning medical, dental, prescription drugs, vision, critical illness, and short- and long-term disability. Mental-health support is emphasized via EAP-style services and high annual coverage limits in some regions, alongside wellness programs and navigation tools.
  • Retirement Support Retirement offerings are positioned as a meaningful part of total rewards, including group RRSP/defined contribution pension options and employer matching in some cases. Ownership-related programs such as share purchase/stock options are also described as available for eligible employees.
  • Flexible Benefits Benefits are described as robust and flexible, with customizable packages and spending-account style options in some plans. Digital tools (mobile app/claims) and reward-linked wellness programs are framed as making benefits easier to use and more engaging.

Manulife Insights

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The Company
HQ: Toronto, Ontario
32,427 Employees
Year Founded: 1887

What We Do

Manulife is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, we operate as Manulife across our offices in Canada, Asia, and Europe, and primarily as John Hancock in the United States. We have more than 40,000 employees, over 116,000 agents serving ~34 million customers worldwide, and over $1.3 trillion in assets under management and administration. Visit www.Manulife.com to find out more. For Manulife terms of use, please visit http://bit.ly/SM_Terms

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