Internal Business Development Manager

at  Manulife

You are a consultative and engaging ambassador for our Bank products who knows how to get things done while maintaining and fostering meaningful relationships. You add value by bringing your industry knowledge and territory management skills into the regional marketplace to help others understand that managing money doesn’t need to be complicated.
Overall, we are looking for someone who can make a difference by working with Financial Advisors to help make their client’s money work harder and provide strategic partnerships to grow and maintain their practices.
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:

• IBDMs are dialing out to Financial Advisors 40 times per day, with the intention of educating advisors on our banking products and strategies, scheduling virtual meetings and in-person meetings for your BDM partners, and moving the sales process forward.
• You will also be conducting your own meetings with advisors to drive sales and understand their practices. During these calls, you will be expected to educate the advisor on “Why Manulife Bank” and help to develop and maintain a relationship with the Advisor, the Bank, and our partners.
• You will call Financial Advisors unfamiliar with Manulife Bank with the intention of integrating banking solutions with their clients. These contacts are made through strategic use of Salesforce, cold calling, and AI-powered technologies.
• You will assist with service cases and escalations from advisors and help to address their concerns and resolve issues.
• IBDMs create and innovate captivating marketing, sales campaigns, webinars, contests, and other initiatives to drive sales in the territories.

Required Qualifications:

• Bilingualism: English & Mandarin, both oral and written.
• 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.
• Strong communication and interpersonal skills, with the ability to build and maintain relationships.

Preferred Qualifications:

• Banking, investment, and Insurance knowledge is an asset.
• A strong passion for learning and development.
• Strong knowledge of Microsoft Office, Salesforce, Power BI, and Adobe platforms is an asset.
• Business planning and territory management skills

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.

• IBDMs are dialing out to Financial Advisors 40 times per day, with the intention of educating advisors on our banking products and strategies, scheduling virtual meetings and in-person meetings for your BDM partners, and moving the sales process forward.
• You will also be conducting your own meetings with advisors to drive sales and understand their practices. During these calls, you will be expected to educate the advisor on “Why Manulife Bank” and help to develop and maintain a relationship with the Advisor, the Bank, and our partners.
• You will call Financial Advisors unfamiliar with Manulife Bank with the intention of integrating banking solutions with their clients. These contacts are made through strategic use of Salesforce, cold calling, and AI-powered technologies.
• You will assist with service cases and escalations from advisors and help to address their concerns and resolve issues.
• IBDMs create and innovate captivating marketing, sales campaigns, webinars, contests, and other initiatives to drive sales in the territories