- 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. (25%)
- 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. (20%)
- Successfully manage a sales pipeline and demonstrate a high closing rate (10%)
- Actively follow-up on a steady flow of leads provided to you from the lead management team (10%)
- Develop a consumer client base through referrals to facilitate the direct sale of lending solutions to clients with no pre-existing advisor relationship. (15%)
- Identify and execute client direct sales strategies including educational webinars, trade shows, etc. (10%)
- Updating our CRM ) with all client interactions and to help manage your sales pipeline (5%)
- Act as a conduit for feedback from clients by identifying ideas for improving existing products and services and new product opportunities. (5%)
- 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
- 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 is preferred
- Familiarity with Microsoft Office, including intermediate level of expertise using Excel
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Mortgage Specialist, Manulife Bank, - Quebec - Manulife Financial Corporation
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 dynamic, loves challenging themselves, and has an entrepreneurial sales style and competitive spirit. You provide exceptional and personalized service, which builds client trust and loyalty. Your leader and your team will give you all the support, intensive coaching and training you need.
Key Accountabilities
Skills Required:
Qualifications:
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
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
Working Arrangement
RemoteSalary & Benefits
Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. 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. If you are applying for this role outside of the primary location, please contact for the salary range for your location.
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.
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