Bilingual Investment Lending Consultant

🔥 13 hours ago

🇨🇦 Canada – Remote

💵 $85.5k - $125.5k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis (FP&A)

🚫👨‍🎓 No degree required

👻 Ghost score 0%

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Manulife

WebsiteLinkedInAll Job Openings

10,000+ employees

🛡️ Insurance

💸 Finance

Insurance • Finance

Manulife is a multinational Canadian financial services company focused on insurance and wealth management. It describes itself as making decisions easier and lives better through life and health protection, retirement and investment solutions, and a global footprint including brands such as John Hancock in the U. S. ; the company emphasizes digital innovation, AI, sustainability and inclusive growth while offering career and customer services worldwide.

📋 Description

• Develop, maintain, and expand internal and external relationships within a specified geographic territory • Make approximately 40 outbound calls per day to Financial Advisors to educate them on investment lending products and assist with sales • Conduct meetings with advisors to drive sales and understand their practices • Educate advisors on investment leverage strategies • Contact Financial Advisors unfamiliar with Manulife Bank using Salesforce, cold calling, and AI-powered technologies • Serve as a subject matter expert on Manulife Bank specialized lending products, solutions, and strategies • Educate advisors and support staff on Manulife Bank tools, processes, and technologies • Achieve sales and activity goals in yearly plans • Demonstrate application completion and review applications for good business order • Assist with service cases and escalations and resolve advisor concerns • Maintain monthly touch points with RDS/PLA partners on territory strategy • Develop and execute quarterly and yearly territory business plans • Participate in territory budget planning, in-person events, webinars, email campaigns, lead management, marketing, and presentations • Review and analyze sales data and reports for goal tracking and forecasting • Create, analyze, and review advisor Book of Business and AUM reports • Share best practices and collaborate with Manulife Bank business units • Identify opportunities to improve existing products and services • Collaborate with Manulife Wealth, Manulife Insurance, and Manulife Group representatives • Complete internal training modules and follow sales, industry, bank compliance, and internal policies • Attend and contribute to team meetings and events • Participate in a senior ILC buddy system to onboard and mentor new team members • Create marketing, sales campaigns, webinars, contests, and other initiatives to drive territory sales

🎯 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 • Passion for learning and development • Bilingualism (English and French) is required • Proficiency in English and French required to support clients from various provinces outside of Quebec • Strict adherence to AML/KYC/KYA guidelines • Ability to attend short periods of travel to regional and national sales conferences across Canada and possible limited sales visits to territories • Ability to manage a company credit card, budgets, and expenses

🏖️ Benefits

• Flexible work environment • Health benefits • Dental benefits • Mental health benefits • Vision benefits • Short-term disability insurance • Long-term disability insurance • Life insurance • AD&D insurance coverage • Adoption/surrogacy benefits • Wellness benefits • Employee/family assistance plans • Retirement savings plans • Pension • Global share ownership plan with employer matching contributions • Financial education and counseling resources • Paid holidays • Vacation days • Personal days • Sick days • Statutory leaves of absence • Sales incentive programs and incentive compensation based on role-specific criteria • Learning and career development support • Inclusion and well-being support