External Wholesaler

Manulife
Washington, DC
Category Finance
Remote
Job Description
The External Wholesaler will 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 channels.

Requirements

  • 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 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.

Benefits

  • Generous Paid Time Off
  • Health insurance
  • Dental insurance
  • Mental health insurance
  • Vision insurance
  • Short-term disability insurance
  • Long-term disability insurance
  • Life insurance
  • AD&D insurance
  • Adoption/surrogacy benefits
  • Wellness benefits
  • Employee/family assistance plans
  • Retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions)
  • Financial education and counseling resources
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