Inside Business Development Manager – Advisor

🕒 5 days ago

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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

• 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