Manulife

Investment Lending Consultant

Manulife

full-time

Posted on:

Location Type: Remote

Location: Canada

Visit company website

Explore more

✨ AI Apply
Apply

About the role

  • Develop, maintain, and expand both internal and external relationships within a specified geographic territory
  • Conduct strategic contact with mass market/mass affluent Financial Advisors and your territory partners
  • Dial out to Financial Advisors 40 times per day to educate them on investment lending products/strategies
  • Conduct meetings with advisors to drive sales and understand their practices
  • Educate the advisor on using investment leverage
  • Call Financial Advisors unfamiliar with Manulife Bank to integrate specialized lending solutions
  • Use Salesforce, cold calling, and AI-powered technologies for contacts
  • Achieve sales and activity goals set out in yearly plans
  • Assist in demonstrating to advisors how to fill applications and review them for business order
  • Assist with service cases and escalations from advisors and help address concerns and resolve issues
  • Participate in territory strategy discussions and develop quarterly and yearly business plans
  • Review and analyze sales data to ensure sales goals are met

Requirements

  • Post-secondary education or equivalent work experience in banking/insurance
  • Minimum of 2 years previous experience with growing a client base
  • Proven track record as a sales professional or high potential to become one
  • Ability to analyze sales data and reports
  • Strong knowledge of Microsoft Office, Salesforce, Power BI, and Adobe platforms is an asset
  • Business planning and territory management skills
  • Strong communication and interpersonal skills, with the ability to build and maintain relationships
  • Banking, investment, and Insurance knowledge is an asset
  • A strong passion for learning and development
  • Bilingualism (English and French) is an asset
Benefits
  • Health insurance
  • dental
  • mental health
  • vision
  • short- and long-term disability
  • life and AD&D insurance coverage
  • adoption/surrogacy and wellness benefits
  • employee/family assistance plans
  • retirement savings plans (including pension and a global share ownership plan with employer matching contributions)
  • financial education and counseling resources
  • generous paid time off program including holidays, vacation, personal, and sick days
  • full range of statutory leaves of absence
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
salesdata analysisbusiness planningterritory managementinvestment lendingclient base growthapplication review
Soft Skills
communicationinterpersonal skillsrelationship buildingproblem solvinglearning and development