Work At Home, PQ, CAN
3 days ago
Manager, Specialized Lending
**Job Summary** The role of the Manager, Specialized Lending Solutions for Manulife Bank’s Specialized Lending Distribution team is to coach a sales team on how to promote advisor based insurance and investment lending through meaningful conversations that lead to new investment/RSP loan business, a referral to a Regional Director (RDS) or Private Lending Associate (PLA), deepens an existing advisor relationship, or uncovers new advisor relationships. The role is also responsible for the oversight of the Private Lending Officer (PLO) team. The role will accomplish this by proactively coaching, supporting and educating Investment & Insurance Lending Consultants (ILCs), PLA’s and PLO’s about effectively communicating to advisors. ILCs engage in needs-based conversations with financial advisors over the phone to understand their business and areas of focus. They use this information to introduce how investment and insurance lending strategies can amplify an advisor’s practice. They initiate and fulfill as appropriate investment lending strategies when working with advisors. **Key Accountabilities** **Business Development / Strategic Growth** + Monthly Business Plan Reviews with AVP, Specialized Lending Distribution + Join all Specialized Lending team meetings – provide update on ILCs and collaborate to increase regional sales + National Sales webinar – strategize value add topics, schedule dry runs and webinar times, collaborate with other BU for invite, reports, etc (minimum one per quarter) + Present & Record Manulife CE Center courses for Bank strategy & products (ENG & FR) **Collaboration** + Represent Specialized Lending Sales Team Nationally on several initiatives & working groups. Collaborating with other departments & leaders: + Participate on Promotion Launch working groups to ensure Go-To Market readiness for the National Sales team. + Collaboration with Product to share National Sales Team & Advisor feedback, identify gaps and work towards process improvements. + Collaboration with Marketing to identify National Sales team’s content needs + Collaboration with Communications to ensure accuracy on sales structure & advisor facing communications. + Collaboration with Data Analytics to help National Sales Team leverage our Data tools to help coordinate targeted business development initiatives with a positive impact on sales results. + Collaboration with Training to bridge knowledge gaps for the National Sales team for onboarding, staying up to date on process changes and product enhancements. + Collaboration with Reporting to ensure accuracy of ILCs’ Activity & Sales results, track ROI of call campaigns and National webinars. + Collaboration with Operations to identify trends and work towards process improvements to improve the advisor experience. **Team management & Coaching** + 1:1, Call coaching, KPI Review – per ILC completed bi-weekly or as required + Hosting & presenting weekly team meetings. + Handling advisor escalations with product, service, support, contracts (various business units) + Develop the ILCs knowledge and skillset – SLUS, case studies, presentation opportunities. + Conduct Mid-Year & Year-end performance reviews and development plans. + Regular Career development conversations with team members, help develop action plans and skillset for career growth. **Talent Management & Recruitment** + Recruitment of ILCs to ensure a continuous pipeline of qualified candidates + Talent and Performance management to ensure we have a high performing inside sales team **Ensuring Compliance & Best Practices** + Ensure 100% completion of Less only training assignments for yourself and your team + Ensure 100% engagement survey completion, create engagement action plans with monthly review of items + Review communications and lists prior to Advisor communications. + Adherence to all AML/KYC/KYA requirements of the business **Job Requirements:** + Extreme people person – great people motivator with passion for coaching + Solid understanding of pipeline management and sales processes + Strong Leadership and change management of people and processes + Excellent communication, relationship-building and interpersonal skills + All aspects of sales leadership and sales processes + Strong knowledge of specialized lending products and services and the competitive landscape + Excellent collaborator with the ability to unite teams together + Passionate about needs-based selling and doing what’s right for the customer + Ability to influence and motivate a team of highly productive sales people + Ability to develop and implement a sales plan/strategy + Ability to react quickly to marketplace changes/disruptors **Qualifications:** + Minimum 2 years of financial services sales, sales management or sales team coaching experience + Excellent communication, relationship-building and interpersonal skills + French language an asset + Experience with Salesforce.com is preferred + Familiarity with Microsoft Office, including intermediate level of expertise using Excel **_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 **Acerca de Manulife y John Hancock** Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite http://www.manulife.com . **Manulife es un empleador que ofrece igualdad de oportunidades** En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente. Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a recruitment@manulife.com . **Referenced Salary Location** Canadá, Ontario -Remoto a tiempo completo **Modalidades de Trabajo** Remoto **Salary range is expected to be between** $85,300.00 CAD - $135,300.00 CAD Si se está postulando para este puesto fuera de la ubicación principal, póngase en contacto con recruitment@manulife.com para conocer el rango salarial de su ubicación. El salario real variará según las condiciones locales del mercado, la geografía y los factores relacionados con el trabajo pertinentes, como conocimiento, habilidades, calificaciones, experiencia y educación/capacitación. Los empleados también tienen la oportunidad de participar en programas de incentivos y obtener una compensación de incentivos vinculada al desempeño comercial e individual. Manulife ofrece a los empleados aptos una amplia variedad de beneficios personalizables, entre ellos, beneficios de salud, odontológicos, de salud mental, oftalmológicos, por discapacidad a corto y a largo plazo, cobertura de seguro de vida y por muerte accidental y desmembramiento, adopción/subrogación y bienestar, y planes de asistencia al empleado/familiar. También ofrecemos a los empleados admisibles varios planes de ahorro para la jubilación (incluidos planes de pensiones y un plan mundial de propiedad de acciones con contribuciones equivalentes del empleador) y recursos de asesoramiento y educación financiera. Nuestro generoso programa de tiempo libre remunerado en Canadá incluye feriados, vacaciones, días personales y días por enfermedad, y ofrecemos la gama completa de ausencia laboral reglamentaria. Si se está postulando para este puesto en los EE. UU., póngase en contacto con recruitment@manulife.com para obtener más información sobre las disposiciones relativas al tiempo libre remunerado específicas de EE. UU.
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