Remote Mortgage Specialist for Advisor Network

Manulife; United States; Remote; USD 60,000 - 100,000; Full time

Job summary

Manulife Bank is seeking a Mortgage Specialist to sell lending solutions directly to clients referred by financial advisors or mortgage brokers. You will tailor mortgage advice, manage document flow, and maintain a robust sales pipeline with a strong closing rate.

You’ll conduct virtual presentations, collaborate with advisors, and provide bilingual support to clients across jurisdictions outside Quebec. A college degree and mortgage underwriting knowledge are required.

Qualifications

• Bachelor’s degree or equivalent.
• 2+ years in banking and mortgage brokerage.
• Knowledge of mortgage underwriting.
• Experience conducting virtual meetings and presentations.
• Fully bilingual in English and French to support clients outside Quebec.

Responsibilities

• Sell Manulife Bank mortgage solutions directly to clients routed via financial advisors or brokers.
• Manage documents flow and ensure timely processing for lending decisions.
• Build and manage a sales pipeline with a strong close rate.
• Follow up on leads provided by the lead management team.
• Update CRM with client interactions to manage the sales funnel.
• Identify opportunities for new products and feedback from clients.

Skills

Sales skills

Negotiation

Bilingual English/French

Time management

Relationship building

Education

College/University degree

Tools

Salesforce

Job description

Manulife Bank is seeking a Mortgage Specialist to sell lending solutions directly to clients referred by financial advisors or mortgage brokers. You will tailor mortgage advice, manage document flow, and maintain a robust sales pipeline with a strong closing rate.

You’ll conduct virtual presentations, collaborate with advisors, and provide bilingual support to clients across jurisdictions outside Quebec. A college degree and mortgage underwriting knowledge are required.