Job description
We’re seeking a dynamic and experienced professional to lead our Training & Competency (T&C) team, stepping into a pivotal role that shapes the future of sales advisory and compliance within our distribution network.
This role oversees two critical functions— **Sales Advisory Competency** and **Monitoring & Surveillance** —ensuring our sales force is empowered with the right tools, training, and oversight to deliver exceptional, compliant advice.
You’ll play a key role in driving process enhancements, coaching representatives, and strengthening our monitoring frameworks.
This is a unique opportunity to gain deep exposure to strategic risk management, cross-functional collaboration, and leadership development—while making a tangible impact on business performance and professional growth.
**Position Responsibilities**
**Sales Advisory Process**
• Ensure the Sales Advisory System is continuously updated and enhanced to improve user experience and meet regulatory requirements.
• Implement and maintain the Sales Advisory Process across all product lines, ensuring timely communication to representatives.
• Develop and deliver training materials aligned with sales advisory processes and m360 platform enhancements.
• Coach representatives on the effective use of the sales advisory process and m360 tools.
• Collaborate with Distribution Compliance to identify agency leaders and representatives with adverse BSC findings and support their improvement.
• Partner with Distribution L1B to design and deliver training content that enhances distributor sales competency.
**Monitoring & Surveillance**
• Plan and execute Supervisory Reviews in accordance with the T&C Manual.
• Conduct regular audits and reviews of distribution channels to identify non-compliance or risk exposure, and follow up with appropriate corrective actions.
• Perform close monitoring of representatives with adverse records or compliance concerns, including those with market misconduct or disciplinary actions.
• Collaborate with Distribution Compliance and Distribution Risk (L1B) to analyze BSC and Market Conduct trends and update training materials accordingly.
**Team Management & Development**
• Lead, coach, and develop the T&C team to ensure high performance and engagement.
• Foster a culture of collaboration, accountability, and continuous improvement within the team.
**Required Qualifications**
• Minimum 8 years of experience in the financial services industry, with at least 3 years in a leadership or supervisory capacity.
• Demonstrated experience in training, compliance, or sales advisory within insurance or financial advisory sectors.
• Relevant certifications such as CMFAS (e.g., M5, M9, M9A, HI) and ACTA/ACLP are required.
**Preferred Qualifications**
• In-depth knowledge of MAS regulations and the Financial Advisers Act.
• Experience in developing and implementing competency and training frameworks.
• Strong analytical skills with the ability to interpret data and drive actionable insights.
• Excellent communication and stakeholder management skills.
• Proven ability to lead and inspire high-performing teams in a dynamic environment.
**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.
**Acerca de Manulife y John Hancock**
Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor.
Para obtener más información acerca de nosotros, visite http://www.manulife.com .
**Manulife es un empleador que ofrece igualdad de oportunidades**
En Manulife/John Hancock, valoramos nuestra diversidad.
Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas.
Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.
Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo.
Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud.
Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes.
Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a recruitment@manulife.com .
**Modalidades de Trabajo**
Híbrido
Required Skill Profession
Other General