External Wholesaler
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Job Posting Description
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 channel. This territory offers significant growth potential for the right candidate. 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, exceptional 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 strong relationships with internal business partners, including assigned Internal Wholesaler and other home office stakeholders.
- Effectively manage the assigned territory by properly leveraging all available resources including but not limited to product specialists, portfolio consultants and prudent allocation of travel & entertainment budget.
- Bachelors Degree 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
Seniority level
Seniority level
Mid-Senior level
Employment type
Employment type
Full-time
Job function
Industries
Insurance
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