Global Business Development Executive driving Fortune 1000 enterprise SaaS growth for Geotab’s connected - transportation platform. Owning complex sales cycles, executive relationships, and strategic channel partnerships.
About the role
- Inside Business Development Manager educating mortgage brokers on Manulife Bank solutions. Managing broker relationships, mortgage deals, territory planning, and sales development remotely.
Responsibilities
- Promote and educate mortgage brokers on Manulife Bank solutions
- Manage and deepen existing mortgage broker relationships and prospect for new ones
- Develop positive relationships through targeted call campaigns, virtual meetings, and professional telephone and email sales activity
- Develop, maintain, and expand internal and external relationships within a specified geographic territory
- Maintain regular strategic contact with Mortgage Brokers and territory partners through quarterly business plans
- Understand and present the selling strategy through the Manulife Bank sales education series
- Work with External Business Development Managers to determine ideal candidates for the educational program
- Provide knowledge checks to achieve master status
- Develop, host, and present virtual meetings for assigned brokers
- Support brokers through the entire process from pre-application to funding
- Support and manage National Desks to solicit mortgage deals
- Manage funding ratios with brokers in the portfolio
- Process referred and existing broker client deals
- Manage transitions of mortgage brokers to External BDMs after completion of the educational series and achievement of volume thresholds or funded-deal targets
- Manage transitions of brokers who fall below the required threshold for External BDM support
- Analyze mortgage broker production to identify relationships for termination
- Build relationships and collaborate with Compliance, Client Services, Marketing, Events, Product, and other organizational partners
- Organize daily tasks to achieve productivity metrics and support mortgage brokers and the sales region
- Leverage technology to create efficiencies within the territory and sales team
Requirements
- College or University degree in a related field
- Minimum 2 years experience in the banking and mortgage brokerage industry
- Strong understanding of mortgage underwriting
- Experience conducting virtual meetings and presentations
- Ability to analyze sales data and reports
- Strong knowledge of Microsoft Office, Salesforce, Power BI, and Adobe platforms is an asset
- Business planning and territory management skills
- Strong communication and interpersonal skills, with the ability to build and maintain relationships
- A strong passion for learning and development
- Demonstrated ability to persuade and negotiate through consultation and active listening skills
- Proven sales acumen, business development and prospecting aptitude
- Execution of a repeatable and measurable sales process
- Ability to provide underwriting expertise
- Able to cultivate strong relationships with both clients and internal partners
- Strong time management skills and ability to prioritize
- Effective communication, organization and collaboration
- Initiative, positive influence, and ability to thrive in a fast-paced work environment
- Fast learner and self-starter with a strong desire to win
- Flexibility and ability to adapt to change, including changing priorities and tight deadlines
- Strong problem-solving and analytical skills; ability to investigate problems without supervision
- Results-driven and team-oriented
- Comfortable with pay-for-performance compensation structure
- Receptive to feedback, willing to learn, and embracing continuous improvement
Benefits
- Flexible work environment
- Health insurance
- Dental insurance
- Mental health benefits
- Vision insurance
- Short- and long-term disability coverage
- Life and 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
- Financial education and counseling resources
- Paid holidays, vacation, personal, and sick days
- Statutory leaves of absence
- Sales incentive programs and incentive compensation based on role-specific criteria
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