Bilingual Business Development Consultant driving advisor sales for Manulife’s segregated funds, annuities, and GICs. Remote across Quebec, Ontario, Nova Scotia, and New Brunswick.
Responsibilities
Proactively make outbound calls to financial advisors in the mass market territory, with a minimum of 60 calls per day
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
Optimize delivery of value-added products, services, and advice
Demonstrate the merits of Manulife’s guaranteed wealth solutions
Support advisors in positioning segregated funds, annuities, and GICs
Execute sales campaigns and identify top prospects
Create actionable sales plans
Use Salesforce to maintain advisor profiles, track activity, and share business leads and ideas with peers
Set targets for sales calls and meetings booked
Contribute to future field sales readiness through the role’s training platform
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 English/French
Knowledge of segregated funds, annuities, GICs and retirement income planning
Familiarity with Salesforce and Microsoft Office, including intermediate Excel skills
Strong interpersonal and relationship-building skills
Well-organized, self-starter with high energy and creativity
Innovative marketing and problem-solving skills
Required to communicate in English and French to support clients from various jurisdictions outside of Quebec
Benefits
Health insurance
Dental insurance
Mental health benefits
Vision insurance
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
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