Military Spouse Connection Jobs

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

Hybrid

Job Description

Are you a dynamic, driven individual with a passion for sales and a competitive spirit? If so, we have the perfect opportunity for you! Unleash your potential and grow your career with us by joining Manulife Bank's Internal Business Development team!

What we are looking for:

You are a consultative and engaging ambassador for our Bank products who knows how to get things done while maintaining and fostering important relationships. You contribute 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.

Key Responsibilities:

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.

50% (Min) Activity and Sales

• 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, the IBDM will be encouraged to educate the advisor on “Why Manulife Bank” and help to build and maintain a relationship with the Advisor, the Bank, and our partners.

• The IBDM 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.

• IBDMs are the subject matter experts on all Manulife Bank products, solutions, and strategies. We use this knowledge to move the sales process forward, educate advisors and their support staff on Manulife Bank tools, processes, and technologies available to assist them in managing their practices.

• The IBDM is responsible for achieving all sales and activity goals set out in their yearly plans.

30% Business Development / Strategic Growth

• Successful IBDMs work with their advisor partners in many ways: They assist in demonstrating to the advisors how to fill applications as well as reviewing applications to ensure they are in good business order.

• IBDMs assist with service cases and critical issues from advisors and help to address their concerns and resolve issues.

• The IBDM will collaborate with the Field Support Team, and other Manulife business divisions, to investigate, handle, and resolve Financial Advisor concerns.

• Weekly touch points with your BDM partners to help plan the BDMs meeting schedule and discuss territory strategy.

• The IBDM/BDM partners are also required to develop a quarterly and yearly business plan to implement in their territories.

• The IBDMs will be responsible to follow up on BDM meetings, to ensure next steps from meeting are being actioned. This can be referrals, marketing requests, and further training requirements.

• IBDMs will participate and help coordinate territory budget planning, in-person events, webinars, email campaigns, road days, lead management, creating marketing, presentations, and ways to grow your Deposit, Mortgage, Specialized Lending, and VISA franchises.

• The IBDM will be required to review and analyze sales data, reports, and other sales items to ensure sales goals are met. This is also used in forecasting for business plans.

• IBDMs are also required to create, analyze, and review advisor Book of Business and AUM reports, both internally and in collaboration with the advisors.

15% Leadership and Collaboration

• Senior IBDMs will be encouraged to take part in a “Buddy System” to onboard new team members and mentor them to ensure success.

• IBDMs create and innovate captivating marketing, sales campaigns, webinars, contests, and other initiatives to drive sales in the territories.

• IBDMs act as a liaison between our Financial Advisors and our National Accounts team, BDM partners, Field Support Staff, Product teams, Marketing teams, Underwriting and Mortgage Specialists teams, Advanced Analytics teams, Management, and Customer Service teams. This is done to strengthen relationships and add value to the Financial Advisors practice as well as grow territory sales.

• IBDMs share best practices and collaborate with other Manulife Bank business units across the organization while delivering on organizational efficiencies by highlighting opportunities for improvement in existing products and services.

• IBDMs collaborate with other Manulife Wealth, Manulife Insurance, and Manulife Group representatives to build advisor interests in Manulife Bank debt management, loan, and deposit solutions.

5% Ensuring Compliance & Best Practices

• IBDMs follow and align with all best practices while staying updated on internal training modules for sales initiatives, industry and bank compliance, industry knowledge, and internal policies and procedures.

• IBDMs are to attend and contribute to all team meetings and events, including short periods of travel to events such as our Regional and National Sales Conferences that are held across Canada yearly, as well as possible limited sales visits to your territories.

• IBDMs manage a company credit card and budgetary items as well as expenses.

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.

• Bilingualism (English/French - oral, written) or proficiency in a second language is a strong asset.

• Ability to analyze sales data and reports.

• Solid understanding of Microsoft Office, Salesforce, Power BI, and Adobe platforms is an asset.

• Business planning and territory management skills

• Strong communication and interpersonal skills, with the ability to build and maintain relationships.

• Banking, investment, and Insurance knowledge is an asset.

• A strong passion for learning and development.

We look forward to welcoming you to our team and helping you realize your full potential as a sales leader. Apply now and start your journey as an Internal Business Development Manager with Manulife Bank today!

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.