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Manulife Financial

Global financial services: insurance and investments

Mortgage Specialist

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeOntario, CanadaNo salary listed

About the Job

Requirements

  • Proven track record of high performance within a busy sales environment.
  • History of success in a cold-call sales environment.
  • Solid underwriting experience with residential mortgages (3–5 years).
  • Five or more years of financial services experience, or experience in a sales/service capacity, is preferred.

Responsibilities

  • Proactively sell and promote Manulife One, Manulife Bank Select, and associated lending solutions through conversations focused on understanding client needs and goals.
  • Develop a consumer client base to facilitate the direct sale of lending solutions.
  • Ensure efficient delivery to the client and direct business to the appropriate servicing unit.
  • Identify ideas for improving existing products and services and opportunities for new products, acting as a conduit for feedback from the field.
  • Partner with Business Development Managers and work individually to build advisor interest in Manulife Bank's debt management and deposit solutions.
  • Travel within the assigned territory.

Desired Qualifications

  • Demonstrate consultative sales capability, including establishing client relationships, conducting needs analysis, presenting solutions, and applying strong closing and servicing skills.
  • Have an aptitude for learning and using technology for business purposes.
  • Communicate orally and in writing to translate complex technical issues and business definitions into concepts and procedures accessible to a general audience.
  • Apply analytical and decision-making skills to calmly prioritize a variety of deadlines.
  • Use change management and organizational skills to manage fluctuating workloads.
  • Apply customer and relationship management skills.
  • Use influencing and negotiation skills.

About the Company

Manulife Financial

Global financial services: insurance and investments

Manulife Financial is a global financial services provider offering a wide range of insurance and investment solutions. It serves individuals, businesses, and institutions with products such as life and health insurance, wealth management, and retirement plans. Customers fund these products through premiums, fees for asset management, and investment income earned on invested assets. Manulife uses analytics and technology to tailor services and improve efficiency, aiming to help clients protect their finances, grow their wealth, and plan for retirement. The company differentiates itself through its large international presence in North America, Asia, and Europe, its breadth of products, and its emphasis on data-driven insights to personalize offerings. Its goal is to help customers achieve their financial goals and aspirations by providing comprehensive, paid-for financial solutions and ongoing support across multiple regions.

Company size
10,001+
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1887

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