Business Development Consultant

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

📋 Description

• Proactively initiate outbound calls to financial advisors within the mass market territory, achieving a minimum of 60 calls daily.

• Establish objectives for sales calls and appointments scheduled.

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

• Customize guaranteed wealth solutions according to advisor requirements.

• Enhance the delivery of value-added products, services, and advisory support.

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

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

• Implement sales campaigns and identify leading prospects.

• Develop actionable business development strategies.

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

⛳️ Requirements

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

• Demonstrated success in proactive sales and cold calling.

• College or University degree in a relevant field or equivalent work experience.

• Preferred: Bilingual proficiency.

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

• Preferred: Familiarity with Salesforce and Microsoft Office, including intermediate Excel capabilities.

• Strong interpersonal and relationship-building abilities.

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

• Innovative marketing and problem-solving skills.

🏝️ Benefits

• Flexible environment that promotes well-being and inclusivity.

• Ongoing training program.

• Health insurance coverage.

• Dental insurance coverage.

• Mental health support benefits.

• Vision insurance coverage.

• Short- and long-term disability insurance.

• Life and AD&D insurance coverage.

• Adoption/surrogacy benefits.

• Wellness benefits.

• Employee/family assistance programs.

• Retirement savings plans, including pension options.

• Global share ownership plan with employer matching contributions.

• Financial education and counseling resources.

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

• Statutory leaves of absence.