Business & Sales Consultant

Manulife Financial; District of Columbia; Remote; USD 60,000 - 100,000; Full time

Job summary

Join a premier asset management firm as an External Wholesaler, where you'll engage with clients to drive sales across a diverse suite of investment products. This role offers significant growth potential as you maintain strong client relationships and conduct various client-facing activities. Enjoy a flexible working environment and a commitment to your professional development. With a focus on diversity and inclusion, this innovative company supports you in shaping the future you want to see. If you have a passion for asset management and excellent communication skills, this opportunity is perfect for you.

Benefits

Health Insurance

Dental Insurance

Mental Health Benefits

Vision Insurance

401(k) Savings Plan

Generous Paid Time Off

Employee Assistance Programs

Flexible Working Environment

Qualifications

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

Responsibilities

• Distribute Mutual Funds, ETFs, and other investment products.
• Maintain and build client relationships with exceptional service.
• Conduct client-facing activities through meetings and calls.

Skills

Asset Management Wholesaling

Client Relationship Management

Communication Skills

Time Management

Presentation Skills

Education

Bachelor's Degree

Tools

CRM Software

Job description

Business Consultant Job Description

The Opportunity:

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 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.
  

Recommended Experience

• Bachelors Degree preferred
• 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
  

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.

About Manulife and John Hancock

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 [e-mail].

Working Arrangement

Remote

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 [e-mail] 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.)