Retail CSR at Park Insurance providing personal lines insurance in Burnaby. Responsible for sales, customer service, and insurance evaluation duties.
About the role
- Mortgage Specialist delivering personalized mortgage solutions at Manulife Bank. Building advisor and client relationships to drive mortgage growth and improve client engagement.
Responsibilities
- Build and maintain strong connections with financial advisors and their clients to identify mortgage opportunities.
- Conduct face-to-face meetings, virtual consultations, and follow-ups to understand client needs and recommend appropriate mortgage solutions.
- Promote Manulife Bank’s full suite of mortgage products, including purchases, refinances, switches, and specialty needs.
- Input all client and advisor activities into Sales Force in a timely and accurate manner.
- Track and manage your business pipeline, including application status, funding timelines, and follow-up tasks.
- Monitor activity metrics (F2F meetings, total interactions) to ensure alignment with performance goals.
- Use segmentation tools to prioritize advisor outreach and territory planning by collaborating with BDM and IBDM in territory.
- Ensure compliance with data entry standards to support reporting, visibility, and strategic decision-making.
- Achieve monthly and annual targets for mortgage volume and units.
- Identify and pursue new business opportunities within your territory.
- Collaborate with BDMs and other internal partners to drive joint initiatives and deepen advisor relationships.
- Maintain a high standard of compliance with regulatory and internal policies.
- Provide exceptional service and support throughout the mortgage process, ensuring a seamless client experience.
- Address advisor and client feedback proactively, raising service issues when needed.
- Attend and support regional and national events, including advisor training sessions, roadshows, and industry conferences when appropriate.
- Represent Manulife Bank with professionalism and enthusiasm, promoting our brand and values.
Requirements
- Proven experience in mortgage lending, financial services, or advisory roles.
- Strong understanding of mortgage products, underwriting, and lending practices.
- Proficiency in Sales Force, and overall comfort in digital programs or similar platforms.
- Excellent communication, relationship-building, and organizational skills.
- Ability to work independently and collaboratively in a fast-paced environment.
- Contribute to team initiatives and support a One Team culture.
Benefits
- Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.
- Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans.
- We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources.
- Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence.
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