• Identify and secure profitable opportunities for the Standard Life Group • Increase business levels across all aspects of the investment proposition • Meet financial advisers across a specified region • Maintain and develop relationships with advisers • Outline our value proposition, and follow up within agreed timescales • Keep client records up to date in line with business activity

• 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 • Ensure adherence to training and compliance standards • Attend meetings and manage expenses responsibly

• driving year‑on‑year revenue and margin growth across the Public Sector • identifying, qualifying and closing new business opportunities that will enable our growth ambitions as a business • developing compelling win strategies that align to customer needs and our CPS propositions • building relationships with key customer stakeholders across public sector organisations • embedding our technology enabled solutions at the heart of our new business opportunities by working collaboratively with market development, Win Centre and technology teams across Capita • using data, insight and sales tools to manage your pipeline, forecast accurately and inform strategic planning • collaborating across CPS teams to ensure seamless transition of new business into delivery and account management

• Consistently achieve sales targets • Calling key decision-makers using phone, email & social touches with the goal of bringing on new business • Present, promote and sell products and services through product demos to prospective and existing partners • Managing the entire sales process from prospecting to close • Perform cost-benefit and needs analysis with existing/potential partners in order to align our solutions to their needs and business objectives • Work closely with other departments to ensure a seamless partner experience • Provide feedback about ongoing trends in the industry • Contact 100% of qualified inbound leads in a timely manner, and document all call outcomes in the CRM • Serve as a lead point of contact for partners on all commercial activities