External Wholesaler

John Hancock; California (MO); Remote; USD 155,000 - 185,000; Full time

Job summary

John Hancock is seeking an External Wholesaler to drive sales in investment products and build client relationships. The ideal candidate will have a Bachelor's Degree and 3-5 years of relevant experience, along with necessary licenses. This remote position offers a competitive salary and a flexible work environment, focusing on professional growth and inclusion.

Benefits

Customizable benefits package

Retirement savings plans with employer matching

Generous paid time off program

Health, dental, and mental health coverage

Employee/family assistance plans

Qualifications

• Minimum of 3-5 years of asset management wholesaling experience.
• Series 7 and 66 or 63 licenses required.
• Must have effective time management and communication skills.

Responsibilities

• Drive sales across investment products and maintain client relationships.
• Conduct client-facing activities and prospect new business.
• Represent John Hancock at events and manage assigned territory.

Skills

Communication

Organizational Skills

Presentation Skills

Education

Bachelor's Degree

Job description

1 day ago Be among the first 25 applicants

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.
  
  

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.
  
  

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!

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.)

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Industries

  Insurance

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