Personal Mortgage Consultant

1 week ago


Ontario, Canada Manulife Full time

**_Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You’ve come to the right place. We’re looking for ambitious people who share our values and want to make every day better for people around the world. If this sounds like you, and the career below sounds exciting, we’d like to hear from you. _**

**Working Arrangement**

At Home

**Key Accountabilities**

**Education**:

- Understand and present our selling strategy to mortgage brokers through our Manulife Bank sales education series
- Provide knowledge checks along the way to master status
- Develop, host and present virtual meetings for all brokers on your list

**File Management**:

- Provide support and management to National Desks to solicit mortgage deals
- Manage funding ratios with brokers in their portfolio
- Process referred and existing broker client deals.

**Relationship Management**:

- Manage the transition of mortgage brokers to the external BDM upon successful completion of the educational series and achievement of a volume threshold or target # of funded deals.
- You will also manage the transition of mortgage brokers who fall below the required threshold for external BDM support to your support.
- Complete analysis of the mortgage brokers to identify who should be terminated from the relationship with Manulife Bank based on production.
- Build relationships and collaborate with key partners across the organization to facilitate Mortgage Broker requests (i.e. Compliance, Client Services, Marketing, Events, Product, etc.)

**Sales Planning**
- Handle and organize your daily tasks effectively to achieve productivity metrics in a way that best supports mortgage brokers and the sales region as a whole
- Leverage technology to create efficiencies within your territory and overall sales team

**Skills Required**:

- Proven ability to persuade and negotiate through consultation and active listening skills
- Proven sales competence, business development and prospecting proficiency
- Execution of a repeatable and measurable sales process
- Ability to provide underwriting expertise
- Able to cultivate strong relationships with both clients and internal partners
- Has strong time management skills and the ability to prioritize
- Demonstrates effective communication, organization and collaboration
- Takes initiative, is a positive influence and thrives in a fast-paced work environment - a fast learner and self-starter with a strong desire to win
- Is flexible and able to adapt to change, including changing priorities and tight deadlines
- Has strong problem-solving and analytical skills; ability to investigate problems without supervision
- Is results driven and team oriented
- Comfortable with pay-for-performance compensation structure
- Coachable: Being receptive to feedback, willing to learn, embracing continuous improvement

**Qualifications**
- 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
- Familiarity with Microsoft Office, including intermediate level of expertise using Excel

**Working Conditions**
- Limited travel may be required

**Fully Remote**:
**#LI-Remote**:
**#M-CA-IN-CM**:
**About John Hancock and Manulife**

**Manulife is an Equal Opportunity Employer


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