John Hancock · 2 weeks ago
External Wholesaler
United States
Full-time
Remote
Mid, Senior Level
3+ years expJohn Hancock is a premier provider of asset management and investment strategies, helping individuals and institutions build and protect wealth. They are seeking an External Wholesaler to engage new and existing clients, driving sales across their investment products and maintaining relationships with financial advisors.
Financial ServicesMedicalSecurity
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, outstanding 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 positive relationships with internal business partners, including assigned Internal Wholesaler and other home office partners
Efficiently lead the assigned territory by accurately leveraging all available resources including but not limited to product specialists, portfolio consultants and prudent allocation of travel & entertainment budget
Qualification
Required
Minimum of 3-5 years of asset management wholesaling experience required
Series 7 and 66 or 63 licenses required
Must have excellent communication and presentation skills – both in-person and virtual
Must have effective time management, technological, and organizational skills
Preferred
Bachelors Degree or equivalent experience preferred
CFA or CIMA designation preferred
It is preferred that candidates already be established in the local market
Benefits
Health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage
Adoption/surrogacy and wellness benefits
Employee/family assistance plans
Various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions)
Financial education and counseling resources
Up to 11 paid holidays
3 personal days
150 hours of vacation
40 hours of sick time (or more where required by law)
Company
John Hancock
John Hancock provides financial solutions, including life insurance, mutual funds, and long-term care insurance.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
H
Hector Martinez
Head of Insurance
Recent News
Longevity.Technology - Latest News, Opinions, Analysis and Research
2025-12-13
2025-11-19
Company data provided by crunchbase