Investment Lending Consultant

🕒 May 6

Apply Now

Find Similar Remote Jobs

Receive Emails For Remote Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

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 to educate them on investment lending products/strategies and assist in completing sales • conduct meetings with advisors to drive sales and understand their practices • educate advisors on how making use of investment leverage can solidify relationships and grow their business • create and analyze sales data and reports to ensure sales goals are met

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

🏖️ Benefits

• health, dental, mental health, and vision insurance coverage • short- and long-term disability • life and AD&D insurance coverage • adoption/surrogacy and wellness benefits • employee/family assistance plans • various retirement savings plans (including pension and global share ownership plan with employer matching contributions) • financial education and counseling resources • generous paid time off program in Canada (holidays, vacation, personal, sick days)