Sales Training Manager

Posted 2 Days Ago
Be an Early Applicant
2 Locations
In-Office
92K-160K Annually
Senior level
Fintech • Insurance • Financial Services
The Role
The Sales Training Manager designs and delivers training programs for wholesalers to enhance product knowledge and sales skills while ensuring compliance with regulatory standards. They collaborate with sales leadership and marketing teams to improve onboarding and ongoing development, focusing on market insights and effective communication strategies.
Summary Generated by Built In

The US Sales Trainer Manager is responsible for designing and delivering training programs that enhance the effectiveness of internal and external wholesalers responsible for distributing investment products through financial advisors, RIAs, broker-dealers, and institutional partners. This role ensures wholesaling teams have the product knowledge, sales skills, and compliant messaging required to drive asset growth while maintaining the highest regulatory standards.

The role partners closely with Sales Leadership, Product Marketing, and Distribution Enablement to support onboarding, product launches, market-driven education, and ongoing skill development across the wholesaling organization. 

Position Responsibilities:

Sales Training Strategy & Program Design

  • Design and implement a comprehensive wholesaling training strategy aligned with business objectives, sales segmentation, and distribution channels

  • Develop scalable programs across onboarding, product knowledge, advisor engagement, and consultative selling

  • Integrate market insights, macroeconomic trends, and portfolio construction concepts into training content

New Hire Onboarding (Internal & External Wholesalers)

  • Lead the end-to-end onboarding experience for new team members across internal and external wholesaling teams

  • Support learning of investment philosophy, product offerings, and competitive positioning in an inclusive and accessible way

  • Deliver interactive onboarding sessions, including role plays, simulated advisor conversations, and certification milestones

Product & Investment Education

  • Collaborate with Product Marketing, Investments, and Portfolio Management teams to translate complex investment concepts into practical learning experiences

  • Support product launches with clear, actionable training and positioning frameworks

  • Continuously update content to reflect evolving market conditions and advisor needs

Wholesaling Skills & Advisor Engagement

  • Develop training focused on territory management, segmentation, and advisor engagement strategies

  • Enable effective communication, discovery, and relationship-building approaches across client segments

  • Support both virtual and in-person engagement best practices for internal and external teams

Manager Enablement & Coaching Support

  • Partner with Sales Leaders to promote consistent coaching practices and performance development

  • Provide tools and resources to support feedback, observation, and ongoing skill development

  • Contribute to development plans that support both new and experienced team members

Required Qualifications:

  • 5–10+ years of experience in financial services sales, distribution, or sales training

  • Demonstrated experience working with investment products (e.g., mutual funds, ETFs, SMAs, alternatives, model portfolios)

  • Experience supporting or partnering with a wholesaling or distribution organization

  • Strong facilitation, presentation, and communication skills across diverse audiences

  • Ability and willingness to travel as needed (approximately 33–50%)

Preferred Qualifications:

  • Prior experience as an internal or external wholesaler

  • Relevant securities licenses (e.g., Series 6, 7, 65, or 66) preferred or ability to obtain

  • Experience working across multiple distribution channels (RIA, broker-dealer, wirehouse, bank, institutional)

  • Familiarity with CRM and enablement tools (e.g., Salesforce, Seismic, ZoomInfo, LinkedIn Navigator)

  • Strong business acumen and understanding of advisor practices and client needs

When you join our team:

  • We’ll empower you to learn and grow the career you want.

  • We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.

  • As part of our global team, we’ll support you in shaping the future you want to see.

#LI-WAM

The role being advertised is an existing vacancy.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.

Manulife is an Equal Opportunity Employer

At 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 [email protected].

Referenced Salary Location

Boston, Massachusetts

Working Arrangement

Hybrid

Salary range is expected to be between

$92,475.00 USD - $160,290.00 USD

Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location.

Manulife/John Hancock 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/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence.

We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.

Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify

Company: John Hancock Life Insurance Company (U.S.A.)

Skills Required

  • 5-10+ years of experience in financial services sales, distribution, or sales training
  • Demonstrated experience working with investment products
  • Experience supporting or partnering with a wholesaling or distribution organization
  • Strong facilitation, presentation, and communication skills
  • Ability and willingness to travel as needed (approximately 33-50%)

Manulife Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Manulife and has not been reviewed or approved by Manulife.

  • Healthcare Strength Healthcare coverage is portrayed as comprehensive, spanning medical, dental, prescription drugs, vision, critical illness, and short- and long-term disability. Mental-health support is emphasized via EAP-style services and high annual coverage limits in some regions, alongside wellness programs and navigation tools.
  • Retirement Support Retirement offerings are positioned as a meaningful part of total rewards, including group RRSP/defined contribution pension options and employer matching in some cases. Ownership-related programs such as share purchase/stock options are also described as available for eligible employees.
  • Flexible Benefits Benefits are described as robust and flexible, with customizable packages and spending-account style options in some plans. Digital tools (mobile app/claims) and reward-linked wellness programs are framed as making benefits easier to use and more engaging.

Manulife Insights

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The Company
HQ: Toronto, Ontario
32,427 Employees
Year Founded: 1887

What We Do

Manulife is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, we operate as Manulife across our offices in Canada, Asia, and Europe, and primarily as John Hancock in the United States. We have more than 40,000 employees, over 116,000 agents serving ~34 million customers worldwide, and over $1.3 trillion in assets under management and administration. Visit www.Manulife.com to find out more. For Manulife terms of use, please visit http://bit.ly/SM_Terms

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