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Manulife Financial

Global financial services: insurance and investments

Business Development Consultant

Account ManagementConfirmed live in the last 24 hours
Full-timeRemote

About the Job

Requirements

  • A minimum of 2 years of financial services experience in wealth, investments, or insurance, or sales experience.
  • Proven success in proactive sales and cold calling.
  • A college or university degree in a related field, or equivalent work experience.

Responsibilities

  • Proactively make outbound calls to financial advisors in the mass market territory to develop, maintain, and expand relationships, with a minimum of 60 calls per day and targets for sales calls and meetings booked.
  • Gather intelligence on advisors’ practices using a question-based selling model to tailor solutions.
  • Optimize delivery of value-added products, services, and advice while enhancing sales efforts through consultation and demonstrating the merits of Manulife’s guaranteed wealth solutions.
  • Support advisors in positioning segregated funds, annuities, and GICs to help clients grow, protect, and generate income from savings.
  • Execute sales campaigns, identify top prospects, and create actionable plans.
  • Use Salesforce to maintain advisor profiles, track activity, and share business leads and ideas with peers.

Desired Qualifications

  • Bilingual ability.
  • Knowledge of segregated funds, annuities, GICs, and retirement income planning.
  • Familiarity with Salesforce and Microsoft Office, including intermediate Excel skills.
  • Strong interpersonal and relationship-building skills.
  • Well-organized, self-starting, high-energy, and creative approach.
  • Innovative marketing and problem-solving 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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