Investment Lending Strategist (Vancouver)

Investment Lending Strategist (Vancouver)

19 Apr
|
Manulife
|
Vancouver

19 Apr

Manulife

Vancouver

Elevate your sales career as an Investment Lending Consultant in a hybrid role. Focus on relationship-building while leveraging investment lending strategies and tools to support Financial Advisors.

This role requires a agile individual who excels in consultative sales and territory management. You will engage with mass market Financial Advisors, educating them on specialized lending products like Investment and RSP loans. Effective communication and strong business acumen will help you amplify advisor practices and foster long-term relationships.

Key Responsibilities:



• Develop and maintain relationships with Financial Advisors • Conduct 40 outbound calls daily educating advisors • Review advisor applications and address service issues • Create business plans for territory execution • Analyze sales data to ensure goals are met

Requirements: • 2+ years experience in sales and client growth • Strong knowledge of Salesforce and Microsoft Office • Business planning and territory management expertise • Fluency in English and Mandarin required • Banking and investment knowledge is a plus

Drive success in your sales journey by utilizing relationship-building skills and specialized knowledge in investment lending. #J-18808-Ljbffr

📌 Investment Lending Strategist (Vancouver)
🏢 Manulife
📍 Vancouver

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