Company: Manulife
Location: Ontario
Expected salary:
Job date: Fri, 20 Jun 2025 22:37:00 GMT
Job description: Manulife’s Underwriting team is renowned for thought leadership and innovative ways to underwrite complex files. We are looking for highly tenured Senior Underwriting Consultants with a growth-minded, service-oriented mindset to join our High Net Worth team!We offer industry-leading training and development opportunities within and beyond traditional underwriting roles. As a member of our exceptional team, you’ll be part of shaping the future of insurance excellence.This is a work from home position, and we are open to candidates in any Canadian province.Position Responsibilities:Communicate and collaborate with sales and head office colleagues to provide the highest quality and competitive decisions to our high-net-worth customers.Conduct risk assessment and classification by Manulife’s philosophy and standards.Maintain positive and effective relationships with internal and external partners.Consistently deliver the best customer experience by making every interaction significant.Align with consumer laws and regulations regarding risk classification, confidentiality and disclosure.Identify and propose solutions to problems and procedures related to the underwriter’s work.Required Qualifications:Minimum of 5 years of individual life underwriting experience.$5,000,000+ Life signing authority.Experience and exposure working within the high net worth market specifically.Sales and relationship-focused mindset with a drive for earning business and continuing to earn business in this competitive market.Working towards, or completion of FALU, FLMI and ACS designations.Strong knowledge of medical terminology including physiology, anatomy, pharmacology, imaging, diagnostic testing and treatments.Strong knowledge in how non-medical risks impact mortality, including hazardous occupations, sports, avocations and lifestyle.Experience with financial reports and training in anti-money laundering practices.Excellent oral and written communication skills.Preferred Qualifications:Bilingual (French & English) an asset – If in Québec, the successful candidate must communicate in English and French to support clients from various jurisdictions outside of Quebec.Bilingual in English and Mandarin is an asset.100,000+ CI authority.University or college degree in a related discipline such as medical, research or financial.Strong negotiation skills.Interest in representing the company via external presentations, panels, or conferences.Experience in co-signing, referral reviews, mentoring, etc.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-RemoteAbout Manulife and John HancockManulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit .Manulife is an Equal Opportunity EmployerAt 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 .Referenced Salary Location CAN, Ontario – Full Time RemoteWorking Arrangement RemoteSalary range is expected to be between $80,700.00 CAD – $145,260.00 CADIf you are applying for this role outside of the primary location, please contact for the salary range for your location. 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. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.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.
VP of Data, Analytics and AI – Worth AI – Orlando, FL
Company: Worth AI
Location: Orlando, FL
Expected salary:
Job date: Mon, 26 May 2025 22:16:22 GMT
Job description:
Job Description: Data Insights Manager
Overview:
We are seeking a proactive and strategic Data Insights Manager to join our dynamic team. In this role, you will partner closely with Product, Sales, Marketing, Strategy, and Customer Success teams to integrate data insights into go-to-market strategies, enabling us to drive engagement, growth, and customer satisfaction. Your ability to translate complex data into actionable insights will play a pivotal role in shaping our company’s direction and performance.
Key Responsibilities:
- Collaborate with cross-functional teams to identify data needs and deliver actionable insights that impact business decisions.
- Analyze market trends, customer behavior, and product performance to inform marketing strategies and sales initiatives.
- Develop and maintain dashboards and reports to track key performance indicators and business metrics.
- Provide training and support to teams on data tools and methodologies to enhance data literacy across the organization.
- Facilitate data-driven discussions to prioritize initiatives and product features aligned with organizational goals.
- Continuously monitor and evaluate the effectiveness of marketing campaigns and customer success strategies, adjusting as necessary based on data-driven insights.
Services Offered:
- Data Analysis: Transform data from various sources into meaningful insights to drive strategy and operational efficiency.
- Market Research: Conduct comprehensive research to understand market dynamics, customer preferences, and competitive positioning.
- Performance Metrics: Establish and track performance indicators to measure success across teams and initiatives.
- Strategic Recommendations: Provide actionable recommendations based on data insights to enhance marketing efforts, sales performance, and customer engagement.
- Cross-Functional Training: Empower various departments with the knowledge and tools necessary to leverage data effectively.
Qualifications:
- Bachelor’s degree in Data Science, Business Analytics, Marketing, or a related field.
- Proven experience in data analysis and reporting, preferably in a tech-driven environment.
- Strong analytical, problem-solving, and communication skills.
- Familiarity with data visualization tools (e.g., Tableau, Power BI) and CRM systems.
- Ability to collaborate effectively with diverse teams and manage multiple projects simultaneously.
If you have a passion for data and its power to drive business success, we invite you to apply and help shape the future of our organization!
PwC Private, High Net Worth Tax, Manager – PwC – Vancouver, BC
Company: PwC
Location: Vancouver, BC
Job description: Clients Management Level Manager Job Description & Summary A career within PwC Private will provide the opportunity… you’ll be part of As a PwC Private, High Net Worth Tax, Manager, you’ll work as part of a team of problem solvers, helping…
The job description outlines a position for a Manager in PwC Private’s High Net Worth Tax division. In this role, the manager will lead a team of professionals to address clients’ needs, focusing on tax-related issues for high net worth individuals. The opportunity emphasizes collaboration and problem-solving to deliver tailored services, contributing to the overall mission of PwC Private.
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Expected salary: $73400 – 122400 per year
Job date: Wed, 14 May 2025 22:06:18 GMT
We see your worth Life agents needed – Guetterman Financial Group, LLC – Orlando, FL
Company: Guetterman Financial Group, LLC
Location: Orlando, FL
Expected salary:
Job date: Thu, 03 Apr 2025 07:44:22 GMT
Job description: The job involves working with clients who are underinsured, helping to assess their coverage needs and provide them with appropriate insurance options. In-house marketing resources are available for use, but are not required. The ideal candidate for this position is someone who is knowledgeable about insurance products, can effectively communicate with clients, and is able to navigate compliance regulations within the industry. Strong organizational and problem-solving skills are also essential for success in this role.
Director of Marketing (Enterprise SaaS) – Worth AI – Orlando, FL
Company: Worth AI
Location: Orlando, FL
Expected salary: $100000 – 120000 per year
Job date: Sat, 25 Jan 2025 23:49:07 GMT
Job description: Worth AI is seeking a seasoned and results-driven Director of Marketing to lead our strategic marketing efforts within the enterprise SaaS technology industry. As a key member of our innovative team, you will be responsible for developing and executing cutting-edge marketing initiatives that drive brand awareness, lead generation, and revenue growth. The ideal candidate will have a proven track record of success in developing and implementing comprehensive marketing strategies within the SaaS sector, as well as a deep understanding of the latest marketing trends and tactics. If you are a dynamic and strategic thinker with a passion for technology and a strong drive to innovate, we want to hear from you. Join us at Worth AI and be a part of shaping the future of enterprise SaaS marketing.
Marketing Manager (Enterprise SaaS) – Worth AI – Orlando, FL
Company: Worth AI
Location: Orlando, FL
Expected salary: $100000 – 120000 per year
Job date: Sat, 25 Jan 2025 23:21:23 GMT
Job description: We are seeking a talented and experienced Marketing Manager to join our team at Worth AI. In this role, you will be responsible for developing and implementing strategic marketing initiatives within the enterprise SaaS technology sector.
The ideal candidate will have a strong background in marketing, with a proven track record of driving successful campaigns and increasing brand awareness. You will be responsible for developing and executing marketing strategies that align with our company’s goals and objectives.
This is an exciting opportunity to work with a dynamic and innovative team, where you will have the opportunity to make a real impact on our company’s growth and success. If you are a creative thinker with a passion for technology and marketing, we would love to hear from you. Join us and be a part of shaping the future of AI technology.
Enterprise Account Executive (Sales) – Worth AI – Orlando, FL
Company: Worth AI
Location: Orlando, FL
Expected salary:
Job date: Thu, 09 Jan 2025 23:17:28 GMT
Job description: The job involves closely tracking and monitoring the sales team’s activities as part of our core selling strategy. This role requires constant communication and collaboration with both the sales team and the marketing department to ensure alignment and success in achieving our sales goals. The ideal candidate will be detail-oriented, proactive, and possess strong communication skills to effectively collaborate with cross-functional teams.
Sales Development Representative (SDR/BDR) – Worth AI – Orlando, FL
Company: Worth AI
Location: Orlando, FL
Expected salary:
Job date: Thu, 09 Jan 2025 23:21:26 GMT
Job description: The CRM Analyst is responsible for managing customer data and interactions within a customer relationship management (CRM) software. They work closely with sales and marketing teams to develop and implement strategies to drive leads and conversions. The CRM Analyst is responsible for organizing and analyzing customer data to optimize sales and marketing efforts, and regularly update and maintain CRM software to ensure accurate and up-to-date information. This role plays a crucial part in fostering strong relationships with customers and improving overall business performance.
High Net Worth Producer – Novatae Risk Group – Orlando, FL
Company: Novatae Risk Group
Location: Orlando, FL
Expected salary:
Job date: Thu, 12 Dec 2024 01:54:22 GMT
Job description: The primary responsibility of this job is to attract new clients and boost sales through a variety of sales and marketing strategies. The successful candidate must have excellent communication skills and be able to create and nurture relationships with potential customers. They should also have a strong understanding of sales techniques and be able to identify new opportunities for business growth. This role requires a proactive and outgoing individual who is able to think creatively and strategically to drive business development.
High Net Worth Producer – Novatae Risk Group – Orlando, FL
Company: Novatae Risk Group
Location: Orlando, FL
Expected salary:
Job date: Thu, 12 Dec 2024 08:47:03 GMT
Job description: The job involves actively seeking out new business opportunities through a variety of sales and marketing strategies. The main goal is to attract potential clients by showcasing the benefits and offerings of the company’s products or services. This role requires strong communication and interpersonal skills to effectively engage with potential clients and establish long-lasting business relationships. The ideal candidate will be proactive, results-driven, and able to adapt to different situations in order to successfully generate leads and increase sales.