ILCs are dialing out to Financial Advisors 40 times per day, with the intention of educating advisors on our investment lending products/strategies and assisting advisors complete sales.
You will also be conducting your own meetings with advisors to drive sales and understand their practices. During these calls, the ILC will be expected to educate the advisor on how making use of investment leverage can help the advisor solidify relationships and grow their business.
The ILC will call Financial Advisors unfamiliar with Manulife Bank with the intention of integrating specialized lending solutions for their clients. These contacts are made through strategic use of Salesforce, cold calling, and AI-powered technologies.
The ILC is responsible for achieving all sales and activity goals set out in their yearly plans.
Business Development / Strategic Growth
Successful ILCs 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.
ILCs assist with service cases and escalations from advisors and help to address their concerns and resolve issues.
Monthly touch points with your RDS/PLA partners to discuss territory strategy.
The ILCs are also required to develop a quarterly and yearly business plan to execute in their territories.
ILCs will participate and help coordinate territory budget planning, in-person events, webinars, email campaign, lead management, creating marketing, presentations, and ways to grow investment lending.
The ILC 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.
ILCs are also required to create, analyze, and review advisor Book of Business and AUM reports, both internally and in collaboration with the advisors.
Leadership and Collaboration
Senior ILCs will be expected to take part in a "Buddy System" to onboard new team members and mentor them to ensure success.
ILCs create and innovate captivating marketing, sales campaigns, webinars, contests, and other initiatives to drive sales in the territories.
ILCs 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.
ILCs collaborate with other Manulife Wealth, Manulife Insurance, and Manulife Group representatives to build advisor interests in Manulife Bank investment lending solutions.
Ensuring Compliance & Best Practices
ILCs follow and comply 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.
ILCs must run their business with the strictest adherence to AML/KYC/KYA guidelines.
ILCs 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.
ILCs manage a company credit card and budgetary items as well as expenses.
Required Qualifications:
Post-secondary education or equivalent work experience in banking/insurance
Minimum of 2 years prev
Additional Information
Join Our Team as an Investment Lending Consultant for the Asian market and Unleash Your Full Potential!
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 Specialized Lending team!
Manulife · British Columbia, Vancouver, 1095 West Pender Street, Suite 1920, Canada