The Guaranteed Investments sales team is looking for an energetic, motivated, and focused team member. If you want to be part of a team at the center of sales activities that constantly challenge you and provide an opportunity to impact our advisor partners and clients, this role is for you!
As part of the Manulife Retail Distribution sales team, the Business Development Associate supports members of a Guaranteed Investments sales team that includes both external wholesalers (DVPs) and internal wholesalers (BDMs). You will partner with the sales team to achieve sales targets by understanding the sales needs of each of your territories, participating in business development initiatives, and working directly with the wholesalers as a team. This opportunity offers a long-term professional career path for selected candidates. Each year, we undergo a talent review process, and selected candidates will be encouraged to participate in an established training program to prepare them to advance to a Business Development Manager (BDM) role. This role can also take you to a variety of other business units within Manulife, including but not limited to Marketing, Product Management, Insurance and Banking.
A basic knowledge of retail wealth products, such as Segregated Funds, Guaranteed Interest Accounts and Annuities, will provide you with a high probability of success in this role.
Position Responsibilities:
Marketing and Sales Support:
Coordinate and distribute advisor marketing materials, event sponsorships, and charitable donations in line with company policies.
Create targeted mailing groups to promote specific funds or product features.
Serve as the team's reporting specialist by generating sales analysis reports using Salesforce.com or Power BI.
Participate in developing, monitoring, and executing the Territory Business Plan, including budget oversight.
Collaborate with departments like Compliance, Client Services, Marketing, and Events as needed to maximize sales impact.
Utilize and Leverage Technology:
Become proficient in Marketing Cloud (ExactTarget) and Salesforce.com.
Manage email distribution lists and execute e-marketing campaigns, adhering to Canada Anti-Spam Legislation (CASL).
Collaborate with Digital Marketing to facilitate campaigns and create templates.
Oversee eNewsletter distributions and e-marketing strategy for the team.
Advisor Meetings/Small Events:
Coordinate regular team meetings and request access to Portfolio Managers and other specialists for advisor briefings.
Assist in planning and executing educational and promotional events, including logistics such as venue booking, menu selection, invitation management, and budget adherence.
Book local restaurants for advisor meetings and distribute marketing materials and promotional items.
Occasionally travel for training, meetings, and event execution.
Required Qualifications:
Bilingual (French & English) is required - The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.
Post-secondary education is required
Strong written and verbal communication skills are required
Strong PC skills and the ability to learn new technologies quickly. Experience using Microsoft Office, specifically, Word and Excel to produce reports for sales analysis (Pivot Tables and V Look Ups)
Experience in banking or financial planning is an asset
Preferred Qualifications:
Experience in administrative duties
Experience with Salesforce.com is preferred
Strong time management skills and the ability to prioritize
Takes initiative, is a positive influence and thrives in a fast-paced work environment – a fast learner and self-starter
Flexible and adaptable to change, including changing priorities and tight deadlines
Strong problem-solving and analytical skills; ability to investigate problems without supervision
Canadian Securities Course (CSC) or IFIC course is considered an asset
Experience in the segregated funds business or the brokerage/financial planning industry is an asset
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.
#LI-REMOTE
About Manulife and John Hancock
Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.
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 [email protected].
Referenced Salary Location
Montreal, QuebecWorking Arrangement
Salary range is expected to be between
$44,775.00 CAD - $74,625.00 CADIf you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location. The actual 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.
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 [email protected] for more information about U.S.-specific paid time off provisions.
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