Home
Jobs
Saved
Resumes
Investment Lending Consultant at Manulife | JobVerse
JobVerse
Home
Jobs
Recruiters
Companies
Pricing
Blog
Jobs
/
Investment Lending Consultant
Manulife
Remote
Website
LinkedIn
Investment Lending Consultant
Canada
Full Time
6 days ago
Visa Sponsorship
Apply Now
Key skills
AI
BI
Power BI
Salesforce
Communication
Sales
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
Apply Now
Home
Jobs
Saved
Resumes