Key skills
AIBIPower BISalesforceCommunicationSales
About this role
Role Overview
- Develop, maintain, and expand internal and external relationships within a specified geographic territory
- 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 how to leverage investment to solidify relationships and grow their business
- Call Financial Advisors unfamiliar with Manulife Bank to integrate specialized lending solutions
- Use Salesforce, cold calling, and AI-powered technologies to move the sales process forward
- Achieve all sales and activity goals set out in yearly plans
- Assist advisors by demonstrating how to fill applications and reviewing applications for business order
- Coordinate territory budget planning, in-person events, webinars, email campaigns, and creating marketing presentations
- Review and analyze sales data, reports, and advisor Book of Business and AUM reports
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
- Banking, investment, and Insurance knowledge is an asset
- A strong passion for learning and development
- Bilingualism (English and French) is required
Benefits
- Health insurance
- Retirement savings plans (including pension and global share ownership plan)
- Financial education and counseling resources
- Paid time off including holidays, vacation, personal, and sick days