Business Development Consulant

Manulife; Canada; Remote; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking an External Wholesaler to drive sales across a diverse range of investment products. This role involves engaging with financial advisors, maintaining client relationships, and conducting various client-facing activities. The ideal candidate will possess strong communication and presentation skills, along with a solid background in asset management. The company offers a competitive salary, flexible work policies, and opportunities for professional development, making it an exciting place to advance your career in the financial services sector.

Benefits

Health Insurance

Dental Insurance

Mental Health Benefits

401(k) Plan

Generous Paid Time Off

Employee Assistance Programs

Flexible Work Policies

Professional Development Opportunities

Qualifications

• 3-5 years of asset management wholesaling experience required.
• Series 7 and 66 or 63 licenses required.

Responsibilities

• Distributing Mutual Funds and ETFs to financial advisors.
• Building client relationships and providing exceptional service.

Skills

Communication Skills

Presentation Skills

Time Management

Organizational Skills

Client Relationship Management

Education

Bachelor's Degree

Tools

CRM Software

Job description

John Hancock Investment Management (“JHIM”), 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.

JHIM is 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 in Georgia. 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.

Recommended Experience

• Bachelors Degree required
• Minimum of 3-5 years of asset management wholesaling experience required
• Series 7 and 66 or 63 licenses required
• CFA or CIMA designation preferred
• 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

What motivates you?

• You obsess about customers, listen, engage, and act for their benefit.
• You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.
• You thrive in teams and enjoy getting things done together.
• You take ownership and build solutions, focusing on what matters.
• You do what is right, work with integrity and speak up.
• You share your humanity, helping us build a diverse and inclusive work environment for everyone.

What can we offer you?

• A competitive salary and benefits packages.
• A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.
• A focus on growing your career path with us.
• Flexible work policies and strong work-life balance.
• Professional development and leadership opportunities.

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 shownthis 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!

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.

Manulife is an Equal Opportunity Employer

At Manulife / JohnHancock, we embrace our diversity. We strive to attract,developandretaina 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 toprovideequal 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 withapplicable laws and Manulife / John Hancock policies.To request a reasonable accommodation in the application process, contact

Salary & Benefits

Salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education / training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Please contact for additional information.

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.

Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify I Pay Transparency

Company : John Hancock Life Insurance Company (U.S.A.)