Wholesaler - Business Consultant

Manulife Financial; Austin (TX); On-site; 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, is a premier global provider of asset management and investment solutions. We are seeking an External Wholesaler to drive sales by deepening relationships with existing clients and developing new business across the full suite of JHIM products. This role provides coverage of financial advisors across multiple channels and offers significant growth potential for the right candidate.

Position 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

Required 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
• Strong communication and presentation skills—both in-person and virtual
• Proven time management, organizational, and technology skills
• Established relationships within the local market preferred

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.

The role being advertised is an existing vacancy.

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]

Referenced Salary Location

Austin, Texas

Working Arrangement

Remote

Salary range is expected to be between

$80,000.00 USD - $138,700.00 USD

Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact [e-mail] for the salary range for your location.

• 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.

We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.

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

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