Job title: Broker Sales Support Specialist

Company: Manulife

Job description: 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

At Home

Job Description

Are you a self-motivated, self-sufficient, sales focused professional?

Do you see anticipating and resolving client needs at first point of contact, to be a skill you personally exceed at?

Do you have customer service experience and want to grow into a field sales role in the mortgage industry?

Are you a licensed insurance agent (LLQP) or willing to complete that designation?

If the answer is a resounding YES!… Get ready to polish up your resume and continue reading below.

Mission

This role is accountable to increase the quantity and quality of the sale of Mortgage Protection Plan insurance applications by providing exceptional day to day support of Canadian Mortgage Brokers

The ideal candidate is a dynamic individual with a strong sales focus, excellent communication skills, independent work ethic and a driven aim to succeed

The individual successfully performing in this role would be considered for future field sales roles within the creditor insurance business.

Reporting to the Manager, Broker Sales Support, this role is accountable for the accurate and efficient execution of the related tasks below:

Related Tasks

• Efficiently & knowledgeably respond to inquiries (received through the telephone and/or email). These inquiries typically include compensation, sales tips and processes, Product Training- and general knowledge needed for the Broker to successfully offer our product to their borrowers:
• Effectively engage Brokers to better understand and anticipate their needs to resolve their issues .
• Take ownership and follow up with Broker and related business functions until situations are resolved
• Escalate / facilitate inquiries that are unresolved or outside the authority of this role and team
• Ensure legal Agreements between the business and Brokers [or Lenders] are signed -executed -authorized and filed in our relationship Management System in accordance with SLA
• Ensure screening & onboarding is executed accurately and efficiently as per current processes
• Complete set up of Broker / Lender records in relationship management systems accurately, efficiently following procedures & training provided
• BRMS- Salesforce-SmarterU- Litmos & DocuSign
• Know, understand and train/support Brokers on the relative Manulife Procedures
• Be aware of and follow internal business procedures
• Engage in education and sales support activities as required –i.e., Make outbound calls to engage, promote & educate Brokers
• Work collaboratively and effectively within the business and cross functional teams in order to ensure the needs of the client and business are met
• Actively engage and participate with the Sales Support Team to provide a seamless client experience
• Provide ongoing sales and administrative support to the Sales Directors / Account Managers
• Work with the Sales Director and / or Sales colleagues in order to identify and participate in business initiatives focused on increasing the quality & quantity of insurance applications and / or referrals
• Identify & share best practices and productivity improvements
• Adhere to the operational requirements of the enterprise
• Know and adhere to privacy and security requirements pertaining to Broker/client information protection.
• Demonstrate flexibility in work hours as needed to meet deadlines – regional differences and/or meet changing client behaviours
• Develop an awareness and basic understanding of Regulatory &/or industry changes that influence the insurance business
• Have or complete Life Licensed qualifications within an agreed time frame (LLQP)

Technical Competencies

Proficiency with common programs such as Excel, Word, Power Point, Lotus Notes.

• High quality / quantity experience in data entry into CRMs such as Salesforce and BRMS (Maximizer)
• Knowledge of Litmos, Neovation, DocuSign is an advantage

• High energy and strong customer focus
• Solution oriented
• Strong analytical/problem solving skills,
• Highly organized with experience in prioritizing and time management
• Work independently with minimum hands-on guidance from supervisor with regard to position scope and/or planning of work.
• Is life licensed or willing to become life licensed
• Ability to prioritize & manage multiple priorities & deadlines

• Proficient at data-entry
• Highly proficient written and verbal communication skills
• Experience in sales is an asset
• Desire to assume a field sales role is preferred.

Other Competencies:

• Good team player.
• Bilingual Preferred
• Willingness to offer support to others as the need arises
• Sales / relationship builder, Collaborative

Additional Information to Consider:

• This is primarily work from home and services national accounts, therefore flexibility in hours of work is preferred – the required shift will be 10-6 EST, Monday – Friday
• This role will support the ROC market, (bilingual in Eng/Fr would be an asset)
• Work from home will require ability to accommodate home office set up – high speed internet and unlimited phone package or home phone

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

The annual base salary for this role is listed below.

Primary Location CAN, Ontario – Full Time Remote

Salary range is expected to be between $41,025.00 CAD – $68,375.00 CAD

If you are applying for this role outside of the primary location, please contact for the salary range for your location. 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. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

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.

Expected salary:

Location: Ontario

Job date: Thu, 27 Jul 2023 07:34:33 GMT