Mortgage Specialist

Sell Manulife One, Manulife Bank Select, and lending solutions like credit cards and creditor insurance directly to clients without pre-existing advisor relationships. Ensure seamless receipt of mortgage documents from clients to ensure timely and accurate flow of business. Successfully manage a sales pipeline and demonstrate a high closing rate, following up on leads from the lead management team. Build a consumer client portfolio by receiving referrals to enable the direct selling of lending solutions to individuals without an existing advisor connection. Identify and execute client direct sales strategies including educational webinars, trade shows, etc. Updating our CRM (salesforce.com) with all client interactions and to help manage your sales pipeline. Act as a conduit for feedback from clients by identifying ideas for improving existing products and services and new product opportunities.