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Manulife Financial

Global financial services: insurance and investments

Director, Inside Sales

Account ExecutivePosted on Nov 12
Full-timeVancouver, BC, CanadaNo salary listed

About the Job

Requirements

  • Significant sales and people-leadership experience within Canadian financial services, wealth management or insurance.
  • Demonstrated ability to coach, develop and motivate sales professionals.
  • Strong commercial judgment and ability to translate strategy into measurable sales outcomes.
  • Experience establishing clear performance expectations and using coaching and data to improve results.
  • Strong understanding of advisor distribution and the Canadian wealth-management landscape.
  • Ability to build trusted relationships and influence effectively across functions and levels.
  • Comfort using CRM, sales analytics, dashboards and pipeline information to guide priorities and decisions.
  • Confidence leading through change and helping teams adopt new tools, behaviours and ways of working.
  • Excellent communication skills and ability to simplify complex ideas and establish clear direction.
  • Strong self-awareness and a leadership style combining high expectations with genuine investment in people.
  • Post-secondary education or an equivalent combination of education and relevant experience.

Responsibilities

  • Lead, coach and develop GWS Inside Wholesalers aligned to Western Canada.
  • Establish expectations for business outcomes, advisor coverage, prospecting, pipeline development, call quality and territory-team partnership.
  • Create a coaching rhythm balancing business performance with individual development.
  • Build a performance culture grounded in accountability, curiosity, collaboration and continuous improvement.
  • Recognize strong performance and address gaps directly, fairly and constructively.
  • Develop talent and help team members build skills and experience for broader organizational opportunities.
  • Translate national GWS strategy into clear team priorities and execution plans.
  • Grow and diversify the advisor base by increasing engagement with prospective, emerging, lapsed and underpenetrated advisors.
  • Focus the team on advisor-conversation quality, opportunity progression and measurable business outcomes rather than activity measures alone.
  • Use advisor, firm, sales and pipeline insights to identify whitespace, emerging opportunities and relationships requiring attention.
  • Coach the team to prioritize time commercially and connect activity to GWS growth.
  • Create an effective partnership model between Inside Wholesalers, External Wholesalers and Business Development Associates.
  • Establish clear roles, shared priorities and coordinated account plans across territory teams.
  • Partner with Regional Vice Presidents and External Wholesalers to identify regional opportunities and align resources to areas of potential.
  • Ensure advisor interactions are connected and purposeful, with clear ownership and follow-through.
  • Encourage the team to leverage Manulife’s broader capabilities.
  • Partner with the Eastern Canada Inside Sales Director to create a cohesive national Inside Sales model.
  • Establish consistent expectations, coaching practices, performance measures and ways of working across both teams.
  • Share insights, best practices and emerging opportunities across regions.
  • Maintain consistent national advisor experience and sales execution while accommodating market differences.
  • Partner with the National Vice President, Head of GWS Sales and broader sales leadership to evolve the GWS distribution model.
  • Embed business intelligence, CRM, SmartList, dashboards and other sales-enablement tools in the team’s daily workflow.
  • Coach the team to use data to prioritize advisors, identify emerging opportunities and determine actions to advance business.
  • Champion practical and responsible AI use for advisor research, meeting preparation, follow-up, pipeline management and sales productivity.
  • Use performance insights to improve advisor coverage, sales execution and coaching.
  • Ensure the team leads with curiosity and discovery before initiating product conversations.
  • Develop the team’s ability to connect advisor and client needs with relevant GWS opportunities, including retirement income, estate planning, guarantees and wealth transfer.
  • Help Inside Wholesalers bring insight, technical credibility and a clear point of view to advisor conversations.
  • Partner with product, marketing, tax and estate-planning experts and other subject-matter experts to serve advisors.
  • Build consistency in GWS communications while tailoring conversations to advisor practices and client needs.

Desired Qualifications

  • Experience with segregated funds, retirement solutions, wealth accumulation, estate planning or insurance-based investment solutions.
  • Experience leading an inside-sales, internal-wholesaling or advisor-development team.
  • Familiarity with Salesforce, Power BI, AI-enabled sales tools or comparable technology.
  • Relevant industry education or designations.

About the Company

Manulife Financial

Global financial services: insurance and investments

Manulife Financial is a global financial services provider offering a wide range of insurance and investment solutions. It serves individuals, businesses, and institutions with products such as life and health insurance, wealth management, and retirement plans. Customers fund these products through premiums, fees for asset management, and investment income earned on invested assets. Manulife uses analytics and technology to tailor services and improve efficiency, aiming to help clients protect their finances, grow their wealth, and plan for retirement. The company differentiates itself through its large international presence in North America, Asia, and Europe, its breadth of products, and its emphasis on data-driven insights to personalize offerings. Its goal is to help customers achieve their financial goals and aspirations by providing comprehensive, paid-for financial solutions and ongoing support across multiple regions.

Company size
10,001+
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1887

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