Inside Business Development Manager – Advisor

Role Overview

• 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

• 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 (proficiency in both languages will be required to support clients from various provinces outside of Quebec)

Benefits

• health, dental, mental health, and vision insurance
• short
• and long-term disability insurance
• 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 (holidays, vacation, personal, and sick days)
• full range of statutory leaves of absence