Manulife
Manulife
Manulife कनाडा में मुख्यालय वाली एक अंतरराष्ट्रीय वित्तीय सेवा कंपनी है, जो बीमा, स्वास्थ्य सेवा, संपत्ति प्रबंधन, निवेश और सेवानिवृत्ति योजना के क्षेत्रों में काम करती है। इसके उत्पाद और सेवाएँ उत्तरी अमेरिका, एशिया और यूरोप के ग्राहकों को दीर्घकालिक वित्तीय और स्वास्थ्य संबंधी जरूरतों का प्रबंधन करने में सहायता करती हैं। वैश्विक स्तर पर बड़ी कार्यबल और कई बाजारों में संचालन के साथ, Manulife व्यवसाय, प्रौद्योगिकी, वित्त, बीमा और ग्राहक-केंद्रित टीमों में नियुक्तियाँ करती है। कंपनी स्थिरता और समावेशी कार्यस्थल संस्कृति पर भी जोर देती है।

Financial Education Specialist – Montreal Hybrid

Educate Canadian group retirement plan members at Manulife while addressing service inquiries, maintaining compliant records, and referring clients to Wealth & Retirement advisors.

विवरण

  • Educate members seeking guidance through inbound, outbound, and email interactions.
  • Collect and accurately document customer information in the CRM to support privacy and compliance requirements.
  • Deliver accurate, professional customer service experiences.
  • Explain the value of advice and make effective referrals to Wealth & Retirement advisors.
  • Review existing leads, resolve immediate needs, and arrange warm introductions to Wealth & Retirement advisors when appropriate.
  • Address client requests related to service needs.
  • Achieve departmental productivity, quality, and call-audit standards.
  • Fulfill service-level agreements for Welcome call activities.
  • Keep informed about changes to legislation, products, and administrative procedures.
  • Manage the advisor toll-free line.

आवश्यकताएँ

  • 1–2 years of financial services experience, preferably in a telephone-based role.
  • Advanced listening and customer service abilities.
  • Ability to consult effectively with all customers.
  • Ability to adapt to the business’s changing needs.
  • Strong analytical and problem-solving capabilities.
  • Post-secondary education in finance, business, or a related field is preferred.
  • Experience in the financial services industry.
  • Canadian Securities Course or IFIC certification is an asset.
  • Understanding of investment products available to Canadian investors, including RRSPs and RRIFs.
  • Knowledge of segregated funds; strong English and French bilingualism is an asset, and Québec-based candidates must be proficient in both languages to support clients across provinces outside Québec.
  • benefits

लाभ

  • Flexible work arrangements.
  • Health insurance coverage.
  • Dental insurance coverage.
  • Mental health benefits.
  • Vision insurance coverage.
  • Short- and long-term disability insurance.
  • Life and accidental death and dismemberment insurance.
  • Adoption and surrogacy benefits.
  • Wellness benefits.
  • Employee and family assistance plans.
  • Retirement savings plans.
  • Pension plan.
  • Global share ownership plan with employer matching contributions.
  • Financial education and counselling resources.
  • Paid holidays, vacation, personal days, and sick days.
  • Statutory leaves of absence.
  • Learning and career development support.
  • Inclusion and well-being support.
  • Incentive programs and compensation linked to business and individual performance.

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