Inside Sales Manager – Investments

Job Purpose:

  • The Inside Sales Manager leads a group of Internal Wholesalers as part of the John Hancock Investments team
  • Each Internal Wholesaler that reports to this position proactively markets and solicits retail John Hancock mutual funds, ETFs, UCITS, 529 College Saving Plans and PMA sales throughout the broker-dealer community
  • The Inside Sales Manager leads through establishing team vision, job expectations, performance coaching and driving business outcomes for the team members with a high level of engagement.

Your Responsibilities:

  • Lead a team of Internal Wholesalers
  • Hires, coaches, mentors, develops staff, and provides day-to-day supervision and performance management of the designated direct reports; including handling the requirements of the business (i.e. campaign management, internal partnerships, client service issues, time and activity management and effective alignment with all sales partners internally (i.e. Wholesalers & Sales Support)
  • Executes strategic initiatives as defined by the Sales Management Team
  • Coaches, develops, and provides retention of direct reports on the team
  • Manages goal-setting and supports employee career development
  • Recommends, manages, and coordinates training and development programs, including on-boarding for both the overall direct report Inside Sales team and individual internal wholesalers as needed
  • Manages performance and employee development.  Implements an effective coaching and feedback model that supports the sales team-based selling model
  •  Addresses potential internal wholesaler direct report performance issues early and make improvement/personnel recommendations as required
  • Motivates the team and works in partnership with National Sales Manager to develop recognition standards for the team
  • Provides strong leadership to the team to ensure a motivational environment exists that represents Manulife’s core values in order to develop staff loyalty, retention, opportunities for education, advancement, and development
  • Conducts appraisal discussions, Individual Development Planning meetings/discussions, quarterly and monthly one-on-on meetings, executes on promotion and motivational advancements, handles disciplinary issues and individual development opportunities with Wholesaler feedback and direction/coaching/support from AVP, Inside Sales
  • Coaches direct reports to sales process and improved performance
  • Tracks and delivers bonus/merit for direct reports’ activity, call quality, sale results and Wholesaler partnership effectiveness, attendance, and client coverage/territory rotation
  • Participates in direct report scorecard meetings as needed
  • Accountable to Inside Sales direct reports to meet or exceed productivity targets set annually
  • Results coaching which includes critical day to day mentoring, coaching and development efforts surrounding sales call effectiveness
  • Prepares, reviews and presents team activity, prospecting and Know Your Client reporting on a monthly basis
  • Responsible for inside Sales direct reports achieving a pre-determined minimum number of new retail supporters, set annually
  • Develops prospecting ideas/campaigns for internals to meet/exceed activity targets
  • Accountable for Inside Sales direct reports to meet or exceed pre-determined Know Your Client annually
  • Make recommendations on what resources are needed to remove obstacles and roadblocks that impede internals from successfully achieving their productivity goals
  • Provides a forum to shares team “best practices” for processes and sales successes within and amongst the teams
  • Works closely with other Sales Leaders to establish team assignments and prepares appropriate backup coverage model for vacations, sick days, etc.,
  • Ensures Manulife standards, processes, and practices are effectively shared and established between the team members
  • Establishes and executes against Sales Management practices where appropriate (Team meetings, National Calls, World Class one-on-ones)
  • Approves all matters associated with own assigned team, including:, territory travel, general attendance at National Sales Meetings, National Conferences, small territory events, and management of vacation/personal time away from the office
  • Contributes, leads and participates in Inside Sales (all hands) meetings, Regional and National Sales team meetings, and Sales Management meetings as needed
  • Directly responsible for leading effective team meetings for individually assigned team to highest standard while supporting activities aligned with the overall team’s strategic vision (i.e. common initiatives/campaigns)
  • Develops and maintains an external and internal pipeline for potential future Internal Wholesalers.

Skills and Qualifications:

  • Series 7, Series 63, 65, or 66 required.  Series 24 strongly preferred (must be obtained within 6 months of hire)
  • Bachelor’s degree required
  • 5+ years of sales experience preferably within the financial services industry with 3+ years of management experience preferred
  • Demonstrated relationship management skills, including the ability to work in a team environment
  • Strong time management, organizational, and problem solving skills
  • Ability to learn and adapt quickly while applying creativity
  • Ability to work in a changing fast paced high call volume environment, with enthusiasm and a positive attitude.

Source: for more information click here.

More Information

  • Experience 5-7 Years
  • This job has expired!
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Company Information
  • Specialism Consulting, ETF Funds
  • Address Toronto, Ontario, Canada
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