Mortgage Specialist

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

📋 Description

• Directly sell Manulife One, Manulife Bank Select, credit cards, creditor insurance, and related lending solutions to clients.

• Offer mortgage solutions and advice customized to meet the needs of each client.

• Collect and organize necessary mortgage documents for prompt, efficient, and accurate processing.

• Oversee a sales pipeline while achieving a high closing ratio.

• Follow up on leads supplied by the lead management team.

• Develop a portfolio of consumer clients through referrals.

• Identify and implement direct sales strategies, including educational webinars and trade shows.

• Update Salesforce CRM with client interactions and manage the sales pipeline accordingly.

• Relay client feedback and pinpoint opportunities for enhancing products and services or creating new offerings.

⛳️ Requirements

• Degree from a college or university in a relevant field.

• At least 2 years of experience in the banking and mortgage brokerage sector.

• Strong comprehension of mortgage underwriting processes.

• Experience in conducting virtual meetings and delivering presentations.

• Fully bilingual in French and English; necessary for supporting clients from various regions outside Quebec.

• Strong sales and negotiation capabilities.

• Excellent active listening and persuasive communication skills.

• Proven repeatable sales process.

• Ability to build trust with clients and internal teams while providing underwriting expertise.

• Highly organized and focused on results.

• Exceptional time management, prioritization, and problem-solving skills.

• Adaptable and proactive in dynamic environments.

• Growth-oriented, coachable, open to feedback, and driven by performance-based compensation.

🏝️ Benefits

• Incentive programs and compensation linked to both business and individual performance.

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

• Short- and long-term disability insurance.

• Life and AD&D insurance protection.

• Benefits for adoption and surrogacy.

• Wellness programs.

• Employee and family assistance plans.

• Retirement savings options, including a pension plan.

• Global share ownership plan with employer matching contributions.

• Resources for financial education and counseling.

• Paid holidays, vacation, personal, and sick days in Canada.

• Statutory leaves of absence.

• Flexible working environment.

• Support for learning and career advancement.

• Workplace well-being and inclusion assistance.