Personal Mortgage Consultant

Manulife

  • Ontario
  • Permanent
  • Full-time
  • 16 days ago
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 ArrangementRemoteJob DescriptionPersonal Mortgage Consultant (PMC), Mortgage Broker SalesAs 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 will involve handling and deepening existing mortgage broker relationships and prospecting for new ones. You will continually grow positive relationships through targeted call campaigns, virtual meetings and professional telephone and email sales activity. Your depth of underwriting knowledge will allow you to offer guidance and support to the broker on how to best position and package mortgage deals for submission.The ideal candidate is dynamic, loves challenging themselves, and has a fun competitive spirit. Your leader and your team will give you all the support, intensive coaching and training you need.Key AccountabilitiesEducation:
  • Understand and present our selling strategy to mortgage brokers through our Manulife Bank sales education series
  • Work with External Business Development Managers (BDM) to determine ideal candidates for the educational program
  • Provide knowledge checks along the way to master status
  • Develop, host and present virtual meetings for all brokers on your list
File Management:
  • Support the broker through the entire process from pre-application to funding
  • Provide support and management to National Desks to solicit mortgage deals
  • Manage funding ratios with brokers in their portfolio
  • Process referred and existing broker client deals.
Relationship Management:
  • Handle the transition of mortgage brokers to the external BDM upon successful completion of the educational series and achievement of a volume threshold or target # of funded deals.
  • You will also manage the transition of mortgage brokers who fall below the required threshold for external BDM support to your support.
  • Complete analysis of the mortgage brokers to identify who should be terminated from the relationship with Manulife Bank based on production.
  • Build relationships and collaborate with key partners across the organization to facilitate Mortgage Broker requests (i.e. Compliance, Client Services, Marketing, Events, Product, etc.)
Sales Planning:
  • Handle and organize your daily tasks effectively to achieve productivity metrics in a way that best supports mortgage brokers and the sales region as a whole
  • Leverage technology to create efficiencies within your territory and overall sales team
Skills Required:
  • Demonstrated ability to persuade and negotiate through consultation and active listening skills
  • Proven sales acumen, business development and prospecting proficiency
  • Execution of a repeatable and measurable sales process
  • Ability to provide underwriting expertise
  • Able to cultivate strong relationships with both clients and internal partners
  • Has strong time management skills and the ability to prioritize
  • Demonstrates effective communication, organization and collaboration
  • Takes initiative, is a positive influence and thrives in a fast-paced work environment – a fast learner and self-starter with a strong desire to win
  • Is flexible and able to adapt to change, including changing priorities and tight deadlines
  • Has strong problem-solving and analytical skills; ability to investigate problems without supervision
  • Is results driven and team oriented
  • Comfortable with pay-for-performance compensation structure
  • Coachable: Being receptive to feedback, willing to learn, embracing continuous improvement
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 level of expertise using Excel
Key Performance Goals/Measurement
  • Achieve specific # of funded deals and volume targets
Working Conditions:
  • Limited travel may be required
  • Outstanding compensation & benefits package (some examples include: Share Purchase Plan, Health and Dental coverage, Education/Career support and a paid Volunteer Day each year)
  • Grow your career at Manulife in roles in our Banking, Insurance, Marketing and Asset Management areas
About Manulife and John HancockManulife 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 EmployerAt 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 & BenefitsSalary 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. Please contact for additional information.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.

Manulife