Manulife
Financial Services
SalesTrainingManager
Neural analysis suggests this role is
optimal for Mid candidates.
“Sales Training Manager at Manulife. Skills: Sales Training, Program Design, Wholesaling, Advisor Engagement. Design and implement training strategy. Develop scalable programs”
What You'll Achieve.
Enhance effectiveness of internal and external wholesalers; Drive asset growth; Maintain highest regulatory standards
Industry & Context.
Ability and willingness to travel as needed (approximately 33–50%)
What They're Looking For.
Must Have
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, facilitation, presentation, and communication skills across diverse audiences, Ability and willingness to travel as needed (approximately 33–50%)
Nice to Have
Prior experience as an internal or external wholesaler, 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), business acumen and understanding of advisor practices and client needs
What You'll Do.
Design and implement training strategy
Develop scalable programs
Integrate market insights into content
Lead new hire onboarding
Support learning of investment philosophy
Deliver interactive onboarding sessions
Translate investment concepts into learning
Support product launches
Update training content
Develop territory management training
Enable effective communication strategies
Support virtual and in-person engagement
Partner with Sales Leaders on coaching
Provide tools for skill development
Contribute to development plans
How You'll Work.
Team & Collaboration
Partners closely with Sales Leadership; Partners closely with Product Marketing; Partners closely with Distribution Enablement; Collaborate with Product Marketing; Collaborate with Investments; Collaborate with Portfolio Management teams; Partner with Sales Leaders
Communication Scope
Facilitation; Presentation; Communication skills across diverse audiences
Full Job Description
The 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 focus
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