External Wholesaler jobs in United States
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Manulife John Hancock Investments · 1 week ago

External Wholesaler

Manulife John Hancock Investments leverages global expertise and strategic partnerships to navigate dynamic markets. They are seeking an External Wholesaler to build and maintain relationships with financial advisors, promote investment solutions, and drive business development within the assigned territory.

Financial Services

Responsibilities

Building and maintaining relationships with financial advisors
Promoting investment solutions
Identifying growth opportunities
Delivering impactful presentations
Providing insights on investment strategies
Supporting sales goals by driving business development within the assigned territory

Qualification

Sales skillsInvestment product knowledgeFinancial market understandingSeries 67 licenseSeries 63 licenseBusiness development skillsPresentation skillsNegotiation skillsPublic speaking skillsMarket trend analysisClient needs analysisCompetitive data analysisBachelor’s degree in FinanceBachelor’s degree in Business

Required

Strong sales, relationship-building, and business development skills
Comprehensive understanding of investment products, strategies, and financial markets
Presentation, public speaking, and negotiation skills
Ability to analyze market trends, client needs, and competitive data
Successful track record in financial services or asset management sales
Series 6 or 7 and Series 63 licenses required
Willingness to travel extensively within the assigned territory

Preferred

Bachelor's degree in Finance, Business, or related field preferred

Company

Manulife John Hancock Investments

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Navigating the challenges of today’s markets requires a powerful combination of global expertise, strategic partnerships, and robust stewardship.

Funding

Current Stage
Late Stage

Leadership Team

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Andrew Arnott
President and CEO
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Trevor Swanberg
Vice President and Funds Chief Compliance Officer
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Company data provided by crunchbase