The posting
Guaranteed Wealth Solutions is building a modern, high-performing sales organization focused on helping advisors address increasingly complex client needs across wealth accumulation, retirement income, estate planning and intergenerational wealth transfer.
As Director, Inside Sales, Guaranteed Wealth Solutions, Western Canada, you will report to the National Vice President, Head of GWS Sales and lead approximately half of our national Inside Wholesaling team, supporting territories across Western Canada.
You will work closely with the Director, Inside Sales responsible for Eastern Canada, our Regional Vice Presidents and External Wholesalers to create a consistent national approach to Inside Sales while ensuring your team is responsive to the opportunities and needs within their regions.
This is an important sales leadership role within the future of the GWS organization. You will develop a highly capable and engaged team, strengthen the partnership between inside and external wholesalers, and bring together people, data, technology and sales strategy to expand advisor relationships, create demand and deliver sustainable business growth.
We are looking for a leader who can raise the standard of inside wholesaling. You will set clear expectations, coach for performance, build confidence and capability, and create an environment where people take ownership of their results and continue to grow.
What the Inside Sales team does
The GWS Inside Sales team plays a critical role in growing and diversifying our advisor base. The team identifies new opportunities, develops relationships with prospective and emerging advisors, re-engages advisors who are no longer actively doing business with us, and deepens relationships with existing supporters.
Working closely with our External Wholesalers and Business Development Associates, Inside Wholesalers help determine where we should invest our time, how we can create greater advisor value and what actions will move opportunities forward.
Inside Sales is not simply a sales-support function. It is an important growth engine for GWS and an integral part of each territory team.
Your responsibilities
Lead a high-performing sales team
- Lead, coach and develop the GWS Inside Wholesalers aligned to Western Canada.
- Establish clear expectations for business outcomes, advisor coverage, prospecting, pipeline development, call quality and territory-team partnership.
- Create a strong coaching rhythm that balances business performance with individual development.
- Build a performance culture grounded in accountability, curiosity, collaboration and continuous improvement.
- Recognize strong performance while addressing gaps directly, fairly and constructively.
- Develop talent and help team members build the skills and experience they need to take on broader opportunities within the organization.
Drive sustainable GWS growth
- Translate the national GWS strategy into clear priorities and execution plans for your team.
- Grow and diversify the advisor base by increasing engagement with prospective, emerging, lapsed and underpenetrated advisors.
- Help the team move beyond activity measures and focus on the quality of advisor conversations, progression of opportunities and measurable business outcomes.
- Use advisor, firm, sales and pipeline insights to identify whitespace, emerging opportunities and relationships requiring greater attention.
- Coach the team to think commercially about where they invest their time and how their activity contributes to GWS growth.
Strengthen the territory-team partnership
- Create a consistent and 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 closely with Regional Vice Presidents and External Wholesalers to understand regional opportunities and align resources against the greatest areas of potential.
- Ensure advisor interactions are connected and purposeful, with clear ownership and follow-through.
- Encourage the team to leverage the broader strength of Manulife rather than operating independently.
Help build one national Inside Sales organization
- Partner closely with the Director, Inside Sales for Eastern Canada 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.
- Work together to ensure advisor experience and sales execution remain consistent nationally while allowing for differences across markets.
- Partner with the National Vice President, Head of GWS Sales and broader sales leadership team to continue evolving the GWS distribution model.
Build a data-driven and AI-enabled sales organization
- Embed the use of business intelligence, CRM, SmartList, dashboards and other sales-enablement tools into the team’s daily workflow.
- Coach the team to turn data into decisions: which advisors to prioritize, where opportunities are emerging and what action is most likely to move the business forward.
- Champion practical, responsible uses of AI to strengthen advisor research, meeting preparation, follow-up, pipeline management and sales productivity.
- Use performance insights to continuously improve advisor coverage, sales execution and coaching.
Elevate the advisor experience
- Ensure the team leads with curiosity and strong discovery rather than moving immediately to a product conversation.
- 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 and other subject-matter experts to bring the best of Manulife to advisors.
- Build consistency in how the GWS story is communicated while helping the team tailor conversations to different advisor practices and client needs.
What you bring
- Significant sales and people-leadership experience within Canadian financial services, wealth management or insurance.
- A demonstrated ability to coach, develop and motivate sales professionals.
- Strong commercial judgment and the ability to translate strategy into measurable sales outcomes.
- Experience establishing clear performance expectations and using coaching and data to improve results.
- A strong understanding of advisor distribution and the Canadian wealth-management landscape.
- The 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 the ability to simplify complex ideas and establish clear direction.
- Strong self-awareness and a leadership style that combines high expectations with a genuine investment in people.
- Post-secondary education or an equivalent combination of education and relevant experience.
Assets
- 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.
How you will define success
- A highly engaged Western Canada Inside Sales team with clear expectations and strong leadership.
- Greater sales capability, confidence and commercial judgment across the team.
- Strong, consistent partnerships between internal and external wholesalers.
- Growth in the number and diversity of advisors actively doing business with GWS.
- Improved conversion of prospects and advisor opportunities into measurable business results.
- Stronger use of data, AI and sales-enablement tools to prioritize activity and make better decisions.
- A consistent national Inside Sales approach developed in partnership with the Eastern Director.
- A performance culture focused on advisor value, ownership, development and continuous improvement.
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.
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].
Working Arrangement
Hybrid
Base Salary & Benefits
Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual base 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 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 and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.
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.
