Full-Time

Bilingual Proactive Retention Specialist

Confirmed live in the last 24 hours

Manulife Financial

Manulife Financial

10,001+ employees

Provides insurance, investment, and retirement solutions

Data & Analytics
Financial Services

Compensation Overview

CA$48.1k - CA$80.1kAnnually

+ Incentive Programs + Incentive Compensation

Entry, Junior

Remote in Canada

Category
Commercial Banking
Finance & Banking
Required Skills
Sales
Requirements
  • The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec
  • Strong customer focus, with the ability to influence, negotiate and remedy customer objections with strong decision making and problem solving skills
  • Ability to handle difficult customers in a professional manner
  • Excellent research and problem resolution
  • Flexible Team player with track record of organizing , prioritizing and juggling multiple concurrent tasks
  • Sales and Mortgage Brokerage background would be beneficial
  • Knowledge of residential mortgage business
  • Post-secondary education or equivalent work experience
  • Strong analytical and problem solving abilities
  • Ability to multi-task and work in a high volume, fast-paced environment
  • Focus on accuracy and attention to details
  • Excellent written and oral communication skills
  • In depth understanding of Manulife Bank’s products, processes and systems would be an asset
  • Self motivated with strong focus on success
  • Fully committed to change and continuous process improvement
  • Versatile and ability to learn new tasks/skills quickly
Responsibilities
  • Review each client situation and recommend best approach for client to follow based on their financial need
  • Support the build out of our Retention Strategy in building long lasting relationships
  • Ability to work in a performance base environment with a proven track record of meeting target
  • Promptly respond and resolve inquiries from customers, via phone or email
  • Develop and maintain up-to-date knowledge of the company’s current promotions, products and technology necessary to meet or exceed Retention goals.
  • Document calls and outcomes using various Bank systems including Portfolio Plus, Contact Logger, Mortgage End to End and AWD as well as Sharepoint
  • Proactively identify issues, report on client concerns, process gaps and identify ways to improve service
  • Support the movement to the culture of Customer Centricity
  • Candidate is expected to have current knowledge of Manulife Bank mortgage products

Manulife provides a variety of financial services, including life and health insurance, wealth management, and retirement solutions. Their products help individuals, businesses, and institutions manage financial risks and grow their wealth. Manulife generates revenue through premiums from policyholders, fees for managing assets, and investment income. The company uses advanced analytics and technology to offer personalized services, setting it apart from competitors. Manulife's goal is to assist customers in achieving their financial dreams and aspirations while fostering a supportive work environment for its employees.

Company Stage

IPO

Total Funding

N/A

Headquarters

Toronto, Canada

Founded

N/A

Simplify Jobs

Simplify's Take

What believers are saying

  • Manulife's strong financial performance, as evidenced by a 6% increase in core earnings, indicates robust growth potential and stability for employees.
  • The company's focus on innovation and technology, such as the rollout of GenAI, provides opportunities for employees to work on cutting-edge projects.
  • Manulife's global reach and diverse client base offer employees exposure to international markets and varied professional experiences.

What critics are saying

  • The financial services industry is highly competitive, with potential threats from both traditional and fintech companies that could impact Manulife's market share.
  • Regulatory changes across different regions could pose compliance challenges and affect Manulife's operations.

What makes Manulife Financial unique

  • Manulife's integration of GenAI in contact centers showcases its commitment to leveraging advanced technology for enhanced customer service, setting it apart from traditional financial service providers.
  • The company's global presence across North America, Asia, and Europe allows it to tap into diverse markets, providing a competitive edge over regional players.
  • Manulife's comprehensive suite of services, including insurance, wealth management, and retirement solutions, offers a one-stop-shop for clients, unlike competitors who may specialize in only one area.

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