Bilingual Investment Lending Consultant

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Manulife

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1887

💸 Finance

⚕️ Healthcare Insurance

💰 $1.2G Post-IPO Debt on 2023-03

Finance • Insurance • Healthcare Insurance

Manulife is a leading international financial services group based in Canada, offering a range of insurance and wealth management products to customers across North America, Asia, and Europe. The company is dedicated to helping people with their financial and healthcare needs through innovative solutions in insurance, investment, and retirement planning. Manulife is notable for its commitment to sustainability, diversity, equity, and inclusion. It has been recognized as one of Canada’s Top 100 Employers, demonstrating its dedication to creating a supportive and diverse workplace. With operations spanning numerous countries, Manulife is committed to delivering strong financial performance and customer satisfaction.

📋 Description

• Develop, maintain, and expand both internal and external relationships within a specified geographic territory • Dial out to Financial Advisors 40 times per day • Conduct meetings with advisors to drive sales and understand their practices • Educate advisors on investment leverage and lending products • Assist with service cases and escalations from advisors • Participate in territory budget planning, in-person events, webinars, and email campaigns • Review and analyze sales data, reports, and other sales items • Create, analyze, and review advisor Book of Business and AUM reports • Mentor new team members and contribute to team meetings and events • Follow and comply with all best practices and guidelines

🎯 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 • 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 • A strong passion for learning and development • Bilingualism (English and French) is required

🏖️ Benefits

• Health insurance • Dental insurance • Mental health benefits • Vision insurance • Short- and long-term disability • Life insurance and AD&D coverage • Adoption and surrogacy benefits • Wellness programs • Employee and family assistance plans • Retirement savings plans (including pension) • Global share ownership plan with employer matching