Business Development Consultant driving Manulife’s guaranteed wealth solutions sales through outbound advisor engagement. Promoting segregated funds, annuities, and GICs while building financial advisor relationships.
Responsibilities
Make a minimum of 60 outbound calls per day to financial advisors in the mass market territory
Develop, maintain, and expand financial advisor and field staff relationships
Gather intelligence on advisors’ practices using a question-based selling model
Tailor guaranteed wealth solutions to advisor needs
Deliver value-added products, services, and advice
Demonstrate the merits of Manulife’s guaranteed wealth solutions
Support advisors in positioning segregated funds, annuities, and GICs
Help clients grow, protect, and generate income from savings
Execute sales campaigns
Identify top prospects and create actionable plans
Use Salesforce to maintain advisor profiles and track activity
Share business leads and ideas with peers
Requirements
Minimum 2 years of financial services (wealth, investments or insurance) or sales experience
Proven success in proactive sales and cold calling
College or University degree in a related field or equivalent work experience
Bilingual preferred
Knowledge of segregated funds, annuities, GICs and retirement income planning preferred
Familiarity with Salesforce and Microsoft Office, including intermediate Excel skills preferred
Strong interpersonal and relationship-building skills preferred
Well-organized, self-starter with high energy and creativity preferred
Innovative marketing and problem-solving skills preferred
Benefits
Health insurance
Dental insurance
Mental health benefits
Vision coverage
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
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