Personal Mortgage Consultant (PMC), Mortgage Broker Sales

Manulife Insurance Malaysia; Toronto; Hybrid; CAD 60,000 - 100,000; Full time

Job summary

Join a forward-thinking company as a Personal Mortgage Consultant, where you'll empower mortgage brokers through education and strategic support. This role involves building strong relationships and driving sales in a hybrid environment. You'll leverage your underwriting expertise and sales skills to enhance broker partnerships and contribute to a dynamic team shaping the future of banking. With a focus on well-being and inclusion, this opportunity offers a supportive atmosphere for professional growth and success.

Benefits

Health Insurance

Dental Insurance

Mental Health Support

Vision Insurance

Disability Insurance

Life Insurance

Retirement Plans

Paid Time Off

Qualifications

• Minimum 2 years experience in banking and mortgage brokerage.
• Strong understanding of mortgage underwriting and sales processes.

Responsibilities

• Grow Mortgage Broker channel through education and promotion.
• Manage relationships and support brokers from pre-application to funding.

Skills

Mortgage Underwriting

Sales Skills

Negotiation Skills

Consultation Skills

Active Listening

Education

College or University Degree

Tools

Salesforce.com

Microsoft Office

Job description

Personal Mortgage Consultant (PMC), Mortgage Broker Sales page is loaded

Personal Mortgage Consultant (PMC), Mortgage Broker Sales

Apply locations Toronto, Ontario Waterloo, Ontario
time type Full time
posted on Posted 2 Days Ago
time left to apply End Date: May 5, 2025 (4 days left to apply)
job requisition id JR25020901

As a trusted partner to advisors, at Manulife Bank, we deliver sophisticated lending solutions and financial strategies that don’t just grow wealth, they amplify it. Built on a foundation of excellence and driven by bold innovation, we empower advisors to deepen relationships, unlock potential, and redefine success for their clients. We’re looking for visionaries who understand where banking is headed; those who can blend the precision of complex financial products with the possibilities of cutting-edge technology. Join us, and be part of a team where banking drives extraordinary outcomes.

As a Personal Mortgage Consultant (PMC) for Mortgage Brokers, you will be responsible for growing our Mortgage Broker channel through the promotion and education of our Manulife Bank solutions. This involves managing and deepening existing mortgage broker relationships and prospecting for new ones. You will grow positive relationships through targeted call campaigns, virtual meetings, and professional sales activities via telephone and email. Your underwriting knowledge will enable you to guide brokers on how to best position and package mortgage deals for submission.

Position Responsibilities:

Education: (60%)

• Present our selling strategy to mortgage brokers via sales education series.
• Collaborate with BDMs to select candidates for the program.
• Conduct knowledge checks to achieve mastery.
• Develop and host virtual meetings for brokers.

File Management: (20%)

• Support brokers from pre-application to funding.
• Assist National Desks in soliciting mortgage deals.
• Manage funding ratios with broker portfolios.
• Process referred and existing broker deals.

Relationship Management: (10%)

• Transition brokers to external BDMs upon meeting targets.
• Reassign brokers below thresholds to internal support.
• Analyze brokers for potential termination based on performance.
• Build relationships with key partners to support broker requests.

Sales Planning: (10%)

• Organize tasks to meet productivity goals and support brokers.
• Use technology to improve efficiency in your territory and team.

Required Qualifications:

• 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 Salesforce.com is preferred.
• Familiarity with Microsoft Office, including intermediate Excel skills.

Preferred Qualifications:

• Persuasive negotiation, strong consultation, and active listening skills; excellent sales and business development abilities.
• Execute a measurable sales process with underwriting expertise.
• Build strong relationships with clients and internal partners; effective communication, organization, and collaboration skills.
• Manage time effectively, prioritize tasks, and adapt to change; thrive as a self-starter in fast-paced environments.
• Results-driven, team-oriented, open to feedback, and comfortable with pay-for-performance.

Benefits of Joining:

• Opportunity to learn and grow your career.
• Supportive, flexible environment emphasizing well-being and inclusion.
• Be part of a global team shaping the future.

About Manulife and John Hancock:

Manulife Financial Corporation is a leading international financial services provider, helping people make decisions easier and lives better. Visit our story.

Equal Opportunity Employer:

We embrace diversity and foster an inclusive environment. We are committed to fair recruitment, retention, advancement, and compensation without discrimination based on protected characteristics. For accommodations during the application process, contact [e-mail].

Working Arrangement: Hybrid

Salary & Benefits:

Salary varies based on market, location, and experience. Incentive programs are available. Contact [e-mail] for details. Benefits include health, dental, mental health, vision, disability, life insurance, retirement plans, and paid time off.