Inside Business Development Manager – Advisor
Location
Canada
Posted
8 days ago
Salary
$85.5K - $125.5K / year
Seniority
Mid Level
Job Description
Inside Business Development Manager – Advisor
Manulife
• 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
Job 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, with the ability to build and maintain relationships
- Strong knowledge of Microsoft Office, Salesforce, Power BI, and Adobe platforms is an asset
- Banking, investment, and insurance knowledge is an asset
- A strong passion for learning and development
- Bilingualism (English and French) is an asset
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
- various 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 including holidays, vacation, personal, and sick days
- statutory leaves of absence
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