WHO WE ARE
They help our business partners reach their sales goals, by connecting them with the right people, and by project managing training solutions to enhance sales experience for customers.
Who are the Training Consultants?
"Delivering value through wholesaling excellence"
What is the Insurance Sales team?
This is the process of integrating a new hire into their sales team where Training Coordinators assign content, set up meetings with SMEs, job shadows and touch points.
What is New Hire Onboarding?
This system allows us to manage online content, and distribute certificates for Advisors contracted with Manulife. It also includes a new event tracker feature that will replace the manual paper sign-in sheets.
What is the CE Centre LMS (Learning Management System)?
They help new hires and current staff acquire the knowledge and skills needed to succeed in their roles by ensuring they have the resources during onboarding and training events.
Who are the Training Coordinators?
They are accountable for the distribution of all WAM Canada’s investments solutions, including mutual funds, ETFs, separately managed accounts and guaranteed investment products, through an extensive network of advisors and broker firms.
What is the Investments Sales team?
Consultants develop training plans for these types of projects and includes Axonify questions, workbooks, event management, fun activities and facilitated sessions. Example projects are: Par, ETFs, Vitality.
What are Product Launches?
This tool allows us to build responsive, multi-media and interactive courses. We used this recently to execute the Protection Solutions Travel Onboarding.
What is Articulate Rise ?
They empower learners with the knowledge and skills to perform their roles confidently and successfully by collaborating with Business Partners to create relevant, innovative learning solutions through e-learning, facilitated sessions and coaching.
Who are the Instructional Designers?
"Our team is committed to help clients choose from a wide range of solutions to cover their needs. Whether it is unexpected emergencies or routine medical expenses, we are here to provide our clients the right advice, so it is easier for them to make decisions and choose the best solution.'
What is the Protection Solutions team?
This Program is a two-week curriculum designed to develop outstanding external wholesalers to create an internal pool of candidates within sales organizations.
What is the Wholesaler Development Program?
Manage a daily average of 50-60 incoming emails regarding online and in person accredited content.
What is the CE Centre shared inbox?
They make life easier for advisors by providing them with relevant and up to date product information, delivered through accredited courses and in-person events.
Who is the CE Team?
They provide advice and financial solutions to meet the needs of Manulife clients by utilizing financial planning skills, assessing customer needs and by promoting and selling a full range of financial products.
What is the PlanRight Sales Team?
We partner with business units to design and develop this accredited online content for Advisors.
What is a CE eLearning Course?
This knowledge platform allows learners to acquire knowledge, play games and win prizes. This tool is used not only for reinforcement learning but also for onboarding.
What is Axonify?
They bring the WOW factor to our clients by designing and creating beautiful and engaging learning materials by leveraging current technology and processes.
Who are the Curriculum Developers?
They can access online courses via the CE Centre on Repsource and obtain certificates for their license requirements.
Who are (Manulife-contracted) Advisors?
Each year, the CE Team issues over 100,000 to Advisors who attended in-person events, webinars and online courses.
What are CE Credits?
This is where we house eLearning courses to be shared with reviewers, as well as shared tracking documents such as the team Task List.
What is Sharepoint online?
FINAL JEOPARDY
This is how we'll make the right decisions for our customers and each other, how we'll change our industry,and how we'll be the "us" we want to be. These are our six values.
FINAL JEOPARDY
What are-- Obsess about our customers, Do the right thing, Get it done together, Own it, Share your Humanity, Think Big