Bilingual Business Development Consultant

This is a fully remote position, open to applicants in Canada.

📋 Description

• Conduct a minimum of 60 outbound calls daily to financial advisors within the mass market region.

• Establish, nurture, and grow relationships with financial advisors and field staff.

• Collect insights on advisors’ practices using a question-driven sales approach.

• Customize and present value-added products, services, and guidance.

• Showcase the advantages of Manulife’s guaranteed wealth solutions.

• Assist advisors in promoting segregated funds, annuities, and GICs.

• Implement sales campaigns and pinpoint key prospects.

• Develop actionable sales strategies.

• Utilize Salesforce to manage advisor profiles and monitor activities.

• Exchange business leads and concepts with colleagues.

⛳️ Requirements

• At least 2 years of experience in financial services (wealth management, investments, or insurance) or sales.

• Demonstrated success in proactive sales and cold calling.

• A college or university degree in a relevant field or equivalent professional experience.

• Bilingual in English and French.

• Preferred knowledge of segregated funds, annuities, GICs, and retirement income planning.

• Familiarity with Salesforce and Microsoft Office, including intermediate Excel skills, is preferred.

• Strong interpersonal and relationship-building abilities are preferred.

• Highly organized, self-motivated individual with energy and creativity is preferred.

• Innovative marketing and problem-solving capabilities are preferred.

• Required to communicate in both English and French to assist clients from various jurisdictions outside of Quebec.

🏝️ Benefits

• Flexible work environment.

• Opportunities for learning and career advancement.

• Ongoing training programs.

• Health, dental, mental health, and vision benefits.

• Short- and long-term disability insurance.

• Life and AD&D insurance coverage.

• Adoption and surrogacy benefits.

• Wellness benefits.

• Employee and family assistance plans.

• Retirement savings plans, including pension options.

• Global share ownership plan with employer matching contributions.

• Financial education and counseling resources.

• Paid statutory holidays, vacation, personal, and sick days.

• Statutory leaves of absence.