Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Bradley Manning

Bradley Manning

Summary

Dedicated financial industry professional with a history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations or challenges to best enhance the organizational brand. Friendly and approachable, with a flair for networking, building relationships and establishing trust.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Business Development Specialist

Manulife
12.2022 - 11.2023
  • Conducted regular meetings with advisors and clients to build positive and productive relationships.
  • Planned marketing initiatives and leveraged referral networks to promote business development.
  • Came up with detailed plans to enhance sales management and prioritize long-term business goals.
  • Achieved 168% of sales target in 2023 with development of positive customer relationships.
  • Used SalesForce to handle current portfolio and prospective leads.
  • Maintained extensive knowledge of company products and services to provide top-notch expertise to customers.

Living Benefits Internal Wholesaler

RBC Insurance
02.2022 - 12.2022
  • Provided superior service to customers by quickly responding to requests, suggestions and concerns.
  • Developed methods and procedures to increase sales, expand markets and promote business.
  • Contacted regular and prospective customers to demonstrate products, explain product features and solicit orders.
  • Documented business processes and analyzed procedures to align with changing business needs.
  • Managed prospective leads and existing accounts to accurately forecast revenue and develop long-term business partnerships.
  • Conceived and implemented marketing plans to acquire market share within chosen markets.

Internal Wholesaler Individual Insurance

Manulife
01.2019 - 12.2021
  • Managed prospective leads and existing accounts to drive sales and develop long-term business partnerships
  • Achieved 146% territory sales target last year
  • Demonstrated ability to persuade and negotiate through consultative and active listening skills
  • Effective time and territory management
  • Aptitude for technological advancements to increase efficiency and effectiveness
  • Proficient with Microsoft office (emphasis on Excel and PowerPoint, Word), CRM (Salesforce) and others (NaviPlan, Axonify, Slack, Sharepoint, Onenote)

Internal Wholesaler Affinity Markets

Manulife
10.2017 - 01.2019
  • Maintained energy and enthusiasm in fast-paced environment
  • Developed and implemented marketing strategies and plans to promote continuous Territory sales growth
  • Achieved Highest territory health and dental sales growth in 2017 at 156%
  • Developed team communications and information for meetings
  • Actively listened to advisors to understand pain points to develop future business relationships
  • Used critical thinking to break down problems, evaluate solutions and make decisions

Education

Bachelor of Science - Biology

University of Guelph
Guelph
02.2014

Skills

  • Verbal and Written Communication
  • Team Player
  • Attention to Detail
  • Critical Thinking
  • Salesforce
  • Microsoft Excel
  • Proposals and Presentations
  • Honest and Ethical

Certification

Held LLQP in Ontario and Saskatchewan


Timeline

Business Development Specialist

Manulife
12.2022 - 11.2023

Living Benefits Internal Wholesaler

RBC Insurance
02.2022 - 12.2022

Internal Wholesaler Individual Insurance

Manulife
01.2019 - 12.2021

Internal Wholesaler Affinity Markets

Manulife
10.2017 - 01.2019

Bachelor of Science - Biology

University of Guelph

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Bradley Manning