Manulife Bank
Financial Services
InsideBusinessDevelopmentManager-Advisor
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Inside Business Development Manager - Advisor at Manulife Bank. Skills: Sales development, Client relationships, Revenue generation. Make 40 daily calls to Financial Advisors. Promote Manulife Bank products”
What You'll Achieve.
Grow wealth; Amplify wealth; Deepen relationships; Unlock potential; Redefine success
Industry & Context.
Analyze sales data
What They're Looking For.
Must Have
Post-secondary education or equivalent work experience, Minimum of 2 years previous experience growing client base, Proven track record as a sales professional, Ability to analyze sales data and reports, Business planning skills, Territory management skills, Communication skills, Interpersonal skills
Nice to Have
Microsoft Office knowledge, Salesforce knowledge, Power BI knowledge, Adobe platforms knowledge, Banking knowledge, Investment knowledge, Insurance knowledge, Passion for learning, Bilingualism (English and French)
What You'll Do.
Make 40 daily calls to Financial Advisors
Promote Manulife Bank products
Schedule meetings with Financial Advisors
Conduct meetings to drive sales
Explain Manulife’s benefits
Build relationships with Financial Advisors
Use Salesforce for outreach
Assist with applications
Assist with service issues
Assist with advisor concerns
Coordinate with BDM partners on strategy
Develop business plans
Follow up on meetings
Engage in marketing planning
Engage in budget planning
Create sales initiatives
Liaise with various teams
Enhance relationships
Ensure adherence to training
Ensure adherence to compliance standards
Manage expenses responsibly
How You'll Work.
Team & Collaboration
Internal relationships; External relationships; Territory partners; BDM partners; Various teams
Communication Scope
Interpersonal skills
Process & Methodology
Business planning
Full Job Description
As a trusted partner to advisors, at Manulife Bank, we deliver sophisticated lending solutions and financial strategies that don’t just grow wealth, they amplify it. Built on a foundation of excellence and driven by bold innovation, we empower advisors to deepen relationships, unlock potential, and redefine success for their clients. We’re looking for visionaries who understand where banking is headed; those who can blend the precision of complex financial products with the possibilities of cutting-edge technology. Join us, and be part of a team where banking drives extraordinary outcomes. 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 sal
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