Full Job Description
The focus of an IBDM is to develop, maintain, and expand both internal and external relationships within a specified geographic territory through regular strategic contact with Financial Advisors and your territory partners, as articulated in your quarterly business plan.
Position Responsibilities:
Activity and Sales (50%):
• Make 40 daily calls to Financial Advisors to promote Manulife Bank products and schedule meetings.
• Conduct meetings to drive sales, explain Manulife's benefits, and build relationships.
• Use Salesforce and AI for outreach and product integration.
Business Development/Strategic Growth (30%):
• Assist with applications, service issues, and advisor concerns.
• Coordinate with BDM partners on strategy and develop business plans.
• Follow up on meetings and engage in marketing and budget planning.
Leadership and Collaboration (15%):
• Mentor new members and create sales initiatives.
• Liaise with various teams to enhance relationships and sales.
• Share best practices across Manulife divisions.
Compliance & Best Practices (5%):
• Ensure adherence to training and compliance standards.
• Attend meetings and manage expenses responsibly.
Required Qualifications:
• Post-secondary education or equivalent work experience in banking/insurance
• Minimum of 2 years previous experience with growing a client base - Proven track record as a sales professional or high potential to become one.
• Ability to analyze sales data and reports.
• Business planning and territory management skills
• Strong communication and interpersonal skills, with the ability to build and maintain relationships.
Preferred Qualifications:
• Strong knowledge of Microsoft Office, Salesforce, Power BI, and Adobe platforms is an asset.
• Banking, investment, and Insurance knowledge is an asset.
• A strong passion for learning and development.
• Bilingualism (English and French) is an asset. If the successful candidate is in Québec, proficiency in both languages will be required to support clients from various provinces outside of Quebec.
When you join our team:
• We'll empower you to learn and grow the career you want.
• We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
• As part of our global team, we'll support you in shaping the future you want to see.
The role being advertised is an existing vacancy.
Referenced Salary Location
CAN, Ontario - Full Time Remote
Working Arrangement
Remote
The compensation for this role includes salary and sales incentives and is expected to be between
$85,500.00 CAD - $125,500.00 CAD
Employees participate in sales incentive programs and earn incentive compensation based on role-specific criteria. Actual compensation will vary depending on individual performance, sales results, local market conditions as well as relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact [redacted] for the compensation range for your location.
Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [redacted] for more information about U.S.-specific paid time off provisions.