Remote External Wholesaler - Asset Management Growth

Manulife Financial; Austin (TX); Remote; USD 80,000 - 139,000; Full time

Job summary

Manulife John Hancock Investments, a division of Manulife Financial, seeks an External Wholesaler to drive sales among financial advisors across the Texas market. You will promote a full product lineup, strengthen relationships, and generate new business through proactive outreach.

The role requires 3–5+ years of wholesaling experience, Series 7/63 or 66 licenses, and strong presentation skills. The position offers a remote arrangement with travel within the Austin area and competitive

Qualifications

• Bachelor’s degree or equivalent experience preferred.
• 3–5+ years of asset management wholesaling experience required.
• Series 7 and 63 or 66 licenses required.
• CFA or CIMA designation preferred.

Responsibilities

• Distribute a comprehensive product lineup, including Mutual Funds, ETFs, 529 plans, UCITS, SMAs, DCIO, and Private Placement offerings.
• Build and strengthen client relationships by delivering timely product insights, capital markets perspective, and practice management support—while providing exceptional service.
• Execute a disciplined, high-activity sales approach across in-person meetings, virtual meetings, calls, and proactive follow-up.
• Generate new business through targeted prospecting and pipeline development.
• Represent John Hancock Investment Management at conferences, seminars, and sales meetings (both in-person and virtual).
• Partner closely with internal stakeholders, including your assigned Internal Wholesaler and home office teams.
• Effectively manage the territory by leveraging available resources (product specialists, portfolio consultants) and optimizing travel and entertainment spend.

Skills

Wholesaling in asset management

Series 7/63/66 licenses

Communication skills

Time management

Relationship building

Education

Bachelor’s degree or equivalent

Tools

CRM systems

Presentation tools

Job description

Manulife John Hancock Investments, a division of Manulife Financial, seeks an External Wholesaler to drive sales among financial advisors across the Texas market. You will promote a full product lineup, strengthen relationships, and generate new business through proactive outreach.

The role requires 3–5+ years of wholesaling experience, Series 7/63 or 66 licenses, and strong presentation skills. The position offers a remote arrangement with travel within the Austin area and competitive