Inside Business Development Manager – Advisor

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

📋 Description

• Make 40 calls each day to Financial Advisors to promote products from Manulife Bank and arrange meetings.

• Conduct meetings aimed at driving sales, articulating the benefits of Manulife, and fostering relationships.

• Utilize Salesforce and AI tools for outreach and product integration.

• Provide assistance with applications, service-related issues, and advisor inquiries.

• Collaborate with BDM partners on strategic planning and develop business plans.

• Follow up on meetings and participate in marketing and budget planning activities.

• Mentor new team members and initiate sales initiatives.

• Coordinate with various teams to strengthen relationships and boost sales.

• Ensure compliance with training and adherence to standards.

• Attend meetings and manage expenses in a responsible manner.

⛳️ Requirements

• Post-secondary education or equivalent experience in the banking or insurance sector.

• At least 2 years of prior experience in developing a client base.

• A proven history as a sales professional or strong potential to achieve this role.

• Capability to analyze sales data and generate reports.

• Skills in business planning and territory management.

• Excellent communication and interpersonal skills, with the ability to establish and maintain relationships.

• Proficient knowledge of Microsoft Office, Salesforce, Power BI, and Adobe platforms is advantageous.

• Familiarity with banking, investment, and insurance sectors is beneficial.

• A strong enthusiasm for learning and professional development.

• Bilingualism in English and French is a plus (proficiency in both languages is required to assist clients from various provinces outside of Quebec).

🏝️ Benefits

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

• Short- and long-term disability insurance.

• Life and AD&D insurance coverage.

• Adoption/surrogacy and wellness benefits.

• Employee/family assistance programs.

• Retirement savings plans, including pension and a global share ownership plan with employer matching contributions.

• Access to financial education and counseling resources.

• Generous paid time off, including holidays, vacation, personal, and sick days.

• Comprehensive range of statutory leaves of absence.