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Inside Business Development Manager – Advisor
ManulifeBusiness Development Manager at Manulife Bank promoting lending solutions to Financial Advisors. Fostering relationships and driving sales through strategic outreach and collaboration.
About the role
Key responsibilities & impact- Make 40 daily calls to Financial Advisors to promote Manulife Bank products and schedule meetings
- Conduct meetings to drive sales, explain Manulife’s benefits, and build relationships
- Use Salesforce and AI for outreach and product integration
- Assist with applications, service issues, and advisor concerns
- Coordinate with BDM partners on strategy and develop business plans
- Follow up on meetings and engage in marketing and budget planning
- Mentor new members and create sales initiatives
- Liaise with various teams to enhance relationships and sales
- Ensure adherence to training and compliance standards
- Attend meetings and manage expenses responsibly
Requirements
What you’ll need- 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
- Business planning and territory management skills
- Strong communication and interpersonal skills, with the ability to build and maintain relationships
- Strong knowledge of Microsoft Office, Salesforce, Power BI, and Adobe platforms is an asset
- Banking, investment, and insurance knowledge is an asset
- A strong passion for learning and development
- Bilingualism (English and French) is an asset
Benefits
Comp & perks- health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage
- adoption/surrogacy and wellness benefits
- employee/family assistance plans
- various 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
- statutory leaves of absence
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
sales data analysisbusiness planningterritory management
Soft Skills
communicationinterpersonal skillsrelationship buildingmentoringpassion for learning and development