Manager, Specialized Lending

The role of the Manager, Specialized Lending Solutions for Manulife Bank’s Specialized Lending Distribution team is to coach a sales team on how to promote advisor based insurance and investment lending through meaningful conversations that lead to new investment/RSP loan business, a referral to a Regional Director (RDS) or Private Lending Associate (PLA), deepens an existing advisor relationship, or uncovers new advisor relationships. The role is also responsible for the oversight of the Private Lending Officer (PLO) team.

The role will accomplish this by proactively coaching, supporting and educating Investment & Insurance Lending Consultants (ILCs), PLA’s and PLO’s about effectively communicating to advisors. ILCs engage in needs-based conversations with financial advisors over the phone to understand their business and areas of focus. They use this information to introduce how investment and insurance lending strategies can amplify an advisor’s practice. National Sales webinar - strategize value add topics, schedule dry runs and webinar times, collaborate with other BU for invite, reports, etc (minimum one per quarter)
Present & Record Manulife CE Center courses for Bank strategy & products (ENG & FR)

Participate on Promotion Launch working groups to ensure Go-To Market readiness for the National Sales team.
Collaboration with Product to share National Sales Team & Advisor feedback, identify gaps and work towards process improvements.
Collaboration with Marketing to identify National Sales team’s content needs
Collaboration with Data Analytics to help National Sales Team leverage our Data tools to help coordinate targeted business development initiatives with a positive impact on sales results.
Collaboration with Training to bridge knowledge gaps for the National Sales team for onboarding, staying up to date on process changes and product enhancements.
Collaboration with Reporting to ensure accuracy of ILCs’ Activity & Sales results, track ROI of call campaigns and National webinars.
Collaboration with Operations to identify trends and work towards process improvements to improve the advisor experience.

Team management & Coaching
~1:1, Call coaching, KPI Review - per ILC completed bi-weekly or as required
~ Handling advisor escalations with product, service, support, contracts (various business units)
~ Conduct Mid-Year & Year-end performance reviews and development plans.
~ Regular Career development conversations with team members, help develop action plans and skillset for career growth.


Talent Management & Recruitment
Recruitment of ILCs to ensure a continuous pipeline of qualified candidates
Talent and Performance management to ensure we have a high performing inside sales team

Ensure 100% completion of Less only training assignments for yourself and your team
Ensure 100% engagement survey completion, create engagement action plans with monthly review of items
Extreme people person - great people motivator with passion for coaching
Solid understanding of pipeline management and sales processes
Strong Leadership and change management of people and processes
Excellent communication, relationship-building and interpersonal skills
Passionate about needs-based selling and doing what’s right for the customer
Ability to react quickly to marketplace changes/disruptors

Minimum 2 years of financial services sales, sales management or sales team coaching experience
Excellent communication, relationship-building and interpersonal skills
French language an asset
Experience with Salesforce.Familiarity with Microsoft Office, including intermediate level of expertise using Excel

We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
LI-Remote


Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. CAN, Ontario - Full Time Remote
Remote
85,300.00 CAD - $135,300.00 CAD

com for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. 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.