External Wholesaler

Manulife

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.

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.
• It is preferred that candidates already be established in the local market.

Nice To Haves

• CFA or CIMA designation preferred.

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.
• Manulife/John Hancock 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/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees