Business Development Representative promoting SymPro’s investment, debt, and cash management software. Building qualified sales opportunities with government agencies and public institutions across North America.
About the role
- Inside Business Development Manager at Manulife Bank developing strategic relationships with financial advisors and driving sales initiatives in a remote capacity.
Responsibilities
- 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.
- Share best practices across Manulife divisions.
- 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
Benefits
- health, dental, mental health, vision, 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 and a global share ownership plan with employer matching contributions)
- financial education and counseling resources
- generous paid time off program includes holidays, vacation, personal, and sick days
- full range of statutory leaves of absence
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