Bilingual Business Development Consultant – GWS

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

📋 Description

• Initiate outbound calls to financial advisors within the mass market territory, achieving a target of at least 60 calls daily.

• Build, nurture, and enhance relationships with financial advisors and field staff.

• Collect insights on advisors’ practices utilizing a question-based selling approach.

• Customize guaranteed wealth solutions to meet the specific needs of advisors.

• Maximize the delivery of value-added products, services, and guidance.

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

• Assist advisors in effectively positioning segregated funds, annuities, and GICs.

• Implement sales campaigns and identify leading prospects.

• Develop actionable sales strategies.

• Utilize Salesforce to update advisor profiles, monitor activities, and exchange business leads and ideas with colleagues.

• Establish targets for sales calls and scheduled meetings.

• Contribute to the future readiness of field sales through the training platform associated with the role.

⛳️ Requirements

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

• Demonstrated success in proactive sales and cold calling efforts.

• Possession of a College or University degree in a relevant field or equivalent professional experience.

• Bilingual proficiency in English and French.

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

• Competence in Salesforce and Microsoft Office, with intermediate Excel skills.

• Exceptional interpersonal and relationship-building capabilities.

• Highly organized, self-motivated individual with enthusiasm and creativity.

• Innovative marketing and problem-solving abilities.

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

🏝️ Benefits

• Health insurance

• Dental insurance

• Mental health benefits

• Vision insurance

• Short- and long-term disability insurance

• Life and AD&D insurance coverage

• Adoption/surrogacy benefits

• Wellness benefits

• Employee/family assistance plans

• Retirement savings plans, including pension

• Global share ownership plan with employer matching contributions

• Financial education and counseling resources

• Paid holidays, vacation, personal, and sick days

• Statutory leaves of absence

• Flexible work environment

• Ongoing training programs

• Support for learning and career advancement