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Sales Training Manager
ManulifeSales Training Manager at Manulife responsible for training and development of wholesaling teams. Focusing on financial product knowledge, sales skills, and compliance messaging to drive asset growth.
Posted 5/20/2026full-timeBoston • Arizona, Massachusetts • 🇺🇸 United StatesMid-LevelSenior💰 $92,475 - $160,290 per yearWebsite
About the role
Key responsibilities & impact- 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
- Lead the end-to-end onboarding experience for new team members across internal and external wholesaling teams
- Collaborate with Product Marketing, Investments, and Portfolio Management teams to translate complex investment concepts into practical learning experiences
- Develop training focused on territory management, segmentation, and advisor engagement strategies
- Partner with Sales Leaders to promote consistent coaching practices and performance development
Requirements
What you’ll need- 5–10+ years of experience in financial services sales, distribution, or sales training
- Demonstrated experience working with investment products including mutual funds, ETFs, SMAs, alternatives, and 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%)
- Prior experience as an internal or external wholesaler is preferred
- 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)
Benefits
Comp & perks- Health insurance
- Dental insurance
- Mental health benefits
- Vision insurance
- Short- and long-term disability
- Life and AD&D insurance coverage
- Adoption/surrogacy benefits
- Wellness benefits
- Employee/family assistance plans
- 401(k) savings plan
- Pension savings plans
- Global share ownership plan with employer matching contributions
- Financial education and counseling resources
- Up to 11 paid holidays
- 3 personal days
- 150 hours of vacation
- 40 hours of sick time or more as required by law
- Full range of statutory leaves of absence
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial services salessales traininginvestment productsmutual fundsETFsSMAsalternativesmodel portfoliosterritory managementconsultative selling
Soft Skills
facilitationpresentationcommunicationcoachingperformance development
Certifications
Series 6Series 7Series 65Series 66