Regional Director – Specialized Lending

November 23

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Manulife

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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.

10,000+ employees

Founded 1887

💸 Finance

⚕️ Healthcare Insurance

💰 $1.2G Post-IPO Debt on 2023-03

📋 Description

• Serve as the face for Manulife Life Bank’s specialized lending team in an assigned territory, demonstrating the highest level of professionalism and integrity. • Actively promote and provide solutions support for specialized lending products, commercial mortgages and associated banking solutions in direct collaboration with Financial Advisors in a specified territory. • Contribute to the business development activities of the regional/national solutions team through the promotion of new products, product enhancements and special initiatives by way of phone, electronic and face-to-face presentations. • Contribute to the growth and profitability of the territory by maintaining a regular advisor contact program to ensure effective management and expansion of each Advisor relationship. • Support financial advisors by working directly with centers of influence, professional advisors and end clients. • Actively demonstrate the merits of integrating specialized lending solutions with the Advisor’s traditional insurance and investment business. • Act as problem solvers to improve organizational efficiency and effectiveness by highlighting opportunities for improvement in operational areas. • Act as a conduit for feedback from the field by relaying ideas for improving existing products and services as well as new product opportunities. • Present complete packages to underwriting that demonstrate your knowledge of the transaction, the advisor’s financial strategy and why the bank should be participating in the transaction.

🎯 Requirements

• 5 or more years of financial services experience • Excellent consultative sales capability, including prospecting, fact finding, presenting solutions, closing and servicing skills • Strong ability to read and assess corporate financial statements against bank policies • Highly organized and self-disciplined • Excellent written and oral communication skills • Excellent negotiation skills • Seasoned presentation skills across various formats • Working knowledge of permanent life insurance • Aptitude for learning and utilizing technology for business purposes • Solid financial services and banking industry knowledge

🏖️ Benefits

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