Bilingual Inside Business Development Manager
3 days ago
Overview
As a trusted partner to advisors, at Manulife Bank, we deliver sophisticated lending solutions and financial strategies that don’t just grow wealth, they amplify it. Built on a foundation of excellence and driven by bold innovation, we empower advisors to deepen relationships, unlock potential, and redefine success for their clients. We’re looking for visionaries who understand where banking is headed; those who can blend the precision of complex financial products with the possibilities of cutting-edge technology. Join us, and be part of a team where banking drives extraordinary outcomes.
The focus of an IBDM is to develop, maintain, and expand both internal and external relationships within a specified geographic territory through regular strategic contact with Financial Advisors and your territory partners, as articulated in your quarterly business plan.
Responsibilities
- Activity and Sales (50%): 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.
- Business Development/Strategic Growth (30%): 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.
- Leadership and Collaboration (15%): Mentor new members and create sales initiatives. Liaise with various teams to enhance relationships and sales. Share best practices across Manulife divisions.
- Compliance and Best Practices (5%): Ensure adherence to training and compliance standards. Attend meetings and manage expenses responsibly.
Required Qualifications
- Fully bilingual (French/English): The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.
- 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.
Preferred Qualifications
- 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.
When you join our team
- We’ll empower you to learn and grow the career you want.
- We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
- As part of our global team, we’ll support you in shaping the future you want to see.
About Manulife and Asia-Pacific/Hong Kong region
Manulife Financial is a leading international financial services company dedicated to helping people achieve easy investing and prosperous living. For more information, please visit the official site.
Equality Statement
Manulife is an equal opportunity employer. We embrace diversity and are committed to fair hiring, retention, promotion, and compensation practices; decisions are not made on factors such as race, color, national origin, religion, gender, age, disability, or any other protected status. We strive to remove barriers and provide reasonable accommodations in the recruitment process. If you require assistance, please contact recruitment at the address above.
Working Arrangement: Remote work
Salary & Benefits
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. For additional information, contact recruitment at the address above.
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