Manulife
Financial Services
Director,AgencyLeadGeneration
“Director, Agency Lead Generation at Manulife. Skills: Lead Management Strategy & Governance, Acquisition Channels & Partnerships, Sales Activation & Advisor Enablement, Performance Management & Analytics. Own the end-to-end lead management framework, from acquisition through to deployment and conversion across the agency channel.. Define lead sourcing strategies across digital, partnerships, events, referrals, and purchased leads, ensuring alignment with business priorities and advisor capacity.”
What You'll Achieve.
Helping advisors access better-quality opportunities; Improving sales productivity; Ensuring lead initiatives are governed with compliance and data privacy standards; Turning lead generation into measurable business impact; Optimise the lead-to-sales conversion funnel; Drive desired behaviours
Industry & Context.
Identifying bottlenecks, opportunities, and actionable improvements.
What They're Looking For.
Must Have
Experience in sales operations, CRM management, agency distribution, or lead management preferred., Understanding of lead lifecycle processes, CRM systems, and sales funnels., Excellent analytical, communication, and stakeholder management skills., Comfortable working across Marketing, Sales, and Technology teams.
Nice to Have
Familiarity with data privacy and consent management principles is a plus.
What You'll Do.
Own the end-to-end lead management framework
from acquisition through to deployment and conversion across the agency channel.
Define lead sourcing strategies across digital
ensuring alignment with business priorities and advisor capacity.
and operating models for lead allocation
and performance measurement.
Build and scale lead acquisition channels including client seminars
worksite marketing and affinity partnerships
referral and “Friend-Get-Friend” programmes
digital and platform-based partnerships
and third-party lead purchase programmes.
Translate leads into actionable sales opportunities by designing effective deployment models suited to different advisor segments and clusters.
and engage agency leaders and advisors on lead initiatives
and conversion strategies.
Track and optimise the lead-to-sales conversion funnel across hundreds of campaigns
Establish key metrics covering lead quality
Design and manage sales incentives or activation mechanisms linked to lead initiatives to drive desired behaviours.
How You'll Work.
Team & Collaboration
Works across different teams to turn lead generation into measurable business impact through stronger partnerships, advisor enablement, and funnel analytics.; Work closely with Marketing and Agency teams to refine messaging, targeting, and campaign effectiveness based on advisor and customer feedback.; Comfortable working across Marketing, Sales, and Technology teams.
Communication Scope
Excellent communication skills; Provide regular insights to senior stakeholders
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