Business Development Representative prospecting and qualifying leads for Cardata’s automated vehicle reimbursement software. Building pipeline through outbound calls, email, social outreach, and HubSpot CRM.
About the role
- Business Development Manager promoting Manulife Bank’s lending, loan, deposit, and debt-management solutions. Building advisor relationships across an assigned Ontario territory while working remotely and traveling.
Responsibilities
- Promote the Bank’s full range of products and services
- Represent the voice of Customers and Advisors
- Align Client/Advisor needs with technology, product, and service solutions
- Develop, maintain, and expand advisor/referral relationships within a specified geographic territory
- Conduct regular strategic contacts and meetings according to an annual business plan
- Optimize delivery of products, service, and advice while improving sales efforts
- Demonstrate the value of coordinated Bank products and services alongside advisors’ insurance and money-product businesses
- Develop, organize, and deliver proposals, business cases, and case analyses to advisors
- Share best practices and collaborate with Business Development Managers across the organization
- Identify opportunities to improve existing products and services
- Partner with Manulife wealth, insurance, and group representatives to build advisor interest in debt management, loan, and deposit solutions
- Travel within the assigned territory while working from home
Requirements
- University degree or equivalent proven experience
- 5 or more years of banking/credit experience
- Completed or working towards an industry designation such as AMP preferred
- Business planning and territory management skills
- Fluency in both spoken and written Mandarin required
- Conversational Cantonese would be an asset
- Ability to persuade and negotiate through consultation and active listening
- Diplomacy and conflict management skills
- Effective presentation skills for small and large groups
- Knowledge of Manulife Investments and life insurance products an asset
- Ability to innovate in sales strategies, marketing concepts, and product applications
- Valid driver’s license and a vehicle
- Understanding of residential and commercial lending policies and practices
Benefits
- Competitive base compensation and performance incentives
- Comprehensive benefits package
- Training and ongoing coaching and corporate support
- Flexible environment supporting well-being and inclusion
- Health, dental, mental health, and vision benefits
- Short- and long-term disability insurance
- Life and AD&D insurance coverage
- Adoption/surrogacy benefits
- 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 holidays, vacation, personal, and sick days in Canada
- Statutory leaves of absence
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