External Wholesaler
| Company | Manulife Financial |
|---|---|
| Location | Washington, DC, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Mid Level, Senior |
Requirements
- Bachelors Degree preferred
- Minimum of 3-5 years of asset management wholesaling experience required
- Series 7 and 66 or 63 licenses required
- CFA or CIMA designation preferred
- Must have excellent communication and presentation skills – both in-person and virtual
- Must have effective time management, technological, and organizational skills
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, 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.
Preferred Qualifications
- It is preferred that candidates already be established in the local market