Business Consultant

Manulife • Usa, CA

1d • Remote

About The Position

Manulife John Hancock Investment, a division of Manulife Financial, is a premier provider of asset management and investment strategies. John Hancock has been helping individuals and institutions build and protect wealth for 159 years. At a time when trust and confidence are at a premium, we are proud to offer a full range of investment strategies that carry one of America's strongest and most recognized corporate brands. We are looking for an External Wholesaler to engage new and existing clients to drive sales across the entire suite of JHIM investment products. This position is responsible for coverage of financial advisors across multiple channels. This territory offers significant growth potential for the right candidate. 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. Although we list out what we generally look for, we are very likely missing other attributes and skills that you have that could make you a great fit, but are not currently listed. Research has shown this especially applies to women and other marginalized groups, who tend to apply if they check 100% of every box, versus men who apply if they hit roughly 60%. The point we’re getting at, it doesn’t hurt to take a chance and apply! The role being advertised is an existing vacancy. 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] .

Requirements

• Bachelors Degree or equivalent experience preferred.
• Minimum of 3-5 years of asset management wholesaling experience required.
• Series 7 and 66 or 63 licenses required.
• Must have excellent communication and presentation skills – both in-person and virtual.
• Must have effective time management, technological, and organizational skills.

Nice To Haves

• CFA or CIMA designation preferred.
• It is preferred that candidates already be established in the local market.

Responsibilities

• Distribution of Mutual Funds, ETFs, 529 plans, UCITS, SMAs, DCIO and Private Placement offerings.
• Maintain and build client relationships by providing timely information on products, capital market intelligence, practice management advice and above all, outstanding client service.
• Conduct a robust schedule of client-facing activities through group and one-on-one in-person meetings, virtual meetings, phone calls, and emails.
• Initiate new business through prospecting.
• Represent John Hancock Investment Management at in-person and virtual events including national and regional conferences, seminars, and sales training meetings.
• Develop positive relationships with internal business partners, including assigned Internal Wholesaler and other home office partners.
• Efficiently lead the assigned territory by accurately leveraging all available resources including but not limited to product specialists, portfolio consultants and prudent allocation of travel & entertainment budget.

Benefits

• 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.
• opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.
• health insurance
• dental insurance
• mental health benefits
• vision insurance
• short- and long-term disability, life and AD&D insurance coverage
• adoption/surrogacy and wellness benefits
• employee/family assistance plans
• various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions)
• financial education and counseling resources
• generous paid time off program in the U.S. includes up to 11 paid holidays
• 3 personal days
• 150 hours of vacation
• 40 hours of sick time (or more where required by law) each year
• full range of statutory leaves of absence.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level