Manulife
Job title:
Mortgage Specialist, Manulife Bank
Company
Manulife
Job description
We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today.
Working Arrangement
Remote
Job Description
As a Mortgage Specialist for Consumer Direct sales, you will be responsible for selling Manulife Bank mortgage solutions directly to clients who don’t have a pre-existing advisor relationship. You will provide mortgage solutions and advice tailored to each client’s individual needs.
The ideal candidate is multifaceted, loves challenging themselves, and has an ambitious sales style and driven spirit. You provide outstanding and personalized service, which builds client trust and loyalty. Your leader and your team will give you all the support, intensive mentoring and training you need.
Key Accountabilities
- Selling of Manulife One, Manulife Bank Select and associated lending solutions such as credit cards and creditor insurance directly to clients with no pre-existing advisor relationship that come in through our various websites, Manulife employees or our Consumer Solutions team.
- Ensure seamless receipt and packaging of all required mortgage documents from clients to ensure timely, efficient, accurate flow of business to the appropriate servicing unit for a lending decision.
- Successfully run a sales pipeline and demonstrate a high closing rate
- Actively follow-up on a steady flow of leads provided to you from the lead management team.
- Develop a consumer client base through referrals to facilitate the direct sale of lending solutions to clients with no pre-existing advisor relationship.
- Identify and implement client direct sales strategies including informative webinars, trade shows, etc.
- Updating our CRM (salesforce.com) with all client interactions and to help manage your sales pipeline
- Act as a conduit for feedback from clients by identifying ideas for improving existing products and services and new product opportunities
Skills Required:
- Demonstrated ability to persuade and negotiate through consultation and active listening skills
- Proven sales acumen and prospecting aptitude
- Execution of a repeatable and measurable sales process
- Ability to provide underwriting expertise
- Able to cultivate strong relationships with both clients and internal partners
- Has strong time management skills and the ability to prioritize
- Demonstrates effective communication, organization and collaboration
- Takes initiative, is a positive influence and thrives in a fast-paced work environment – a fast learner and self-starter with a strong desire to win
- Is flexible and able to adapt to change, including changing priorities and tight deadlines
- Has strong problem-solving and analytical skills; ability to investigate problems without supervision
- Is results driven and team oriented
- Comfortable with pay-for-performance compensation structure
- Coachable: Being receptive to feedback, willing to learn, embracing continuous improvement
Qualifications:
- College or University degree in a related field
- Minimum 2 years experience in the banking and mortgage brokerage industry
- Strong understanding of mortgage underwriting
- Experience conducting virtual meetings and presentations
- Experience with Salesforce.com is preferred
- Familiarity with Microsoft Office, including intermediate level of expertise using Excel
- Bilingual is required (French/English) -The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec
About Manulife and John Hancock
Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.
Manulife is an Equal Opportunity Employer
At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact .
Salary & Benefits
Salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Please contact for additional information.
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 for more information about U.S.-specific paid time off provisions.
Expected salary
Location
Quebec City, QC
Job date
Fri, 09 Feb 2024 00:28:21 GMT
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