Bilingual Wealth Solutions Consultant | Advisor Growth

Manulife; United States; Remote; USD 53,000 - 74,000; Full time

Job summary

Manulife is seeking a dynamic bilingual Business Development Consultant (Internal Wholesaler) to grow sales by engaging financial advisors and field staff. You will deliver guaranteed wealth solutions with segregated funds, annuities and GICs, using a consultative selling approach and outbound calling to build strong advisor relationships.

The role serves as a training platform for future field sales roles, supported by a proprietary continuous training program.

Qualifications

• Minimum 2 years of financial services (wealth, investments or insurance) or sales experience.
• Proven success in proactive sales and cold calling.
• College or University degree in a related field or equivalent work experience.
• Bilingual English/French

Responsibilities

• Proactively make outbound calls to financial advisors in our mass market territory to develop, maintain, and expand relationships, with a minimum of 60 calls per day and set targets for sales calls and meetings booked.
• Gather intelligence on advisors’ practices using a question-based selling model to tailor solutions.
• Optimize delivery of value-added products, services, and advice while enhancing sales efforts through consultation and demonstrating the merits of Manulife’s guaranteed wealth solutions.
• Support advisors in positioning segregated funds, annuities and GICs to help clients grow, protect and generate income from their savings.
• Execute sales campaigns, identify top prospects, and create actionable plans.
• Use Salesforce to maintain advisor profiles, track activity, and share business leads and ideas with peers

Skills

Outbound calling

Sales experience

Bilingual EN/FR

Relationship building

Education

College/university degree

Tools

Salesforce

Microsoft Office

Excel

Job description

Manulife is seeking a dynamic bilingual Business Development Consultant (Internal Wholesaler) to grow sales by engaging financial advisors and field staff. You will deliver guaranteed wealth solutions with segregated funds, annuities and GICs, using a consultative selling approach and outbound calling to build strong advisor relationships.

The role serves as a training platform for future field sales roles, supported by a proprietary continuous training program.