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External Wholesaler
Remote / Online - Candidates ideally in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-01-09
San Francisco, San Francisco County, California, 94199, USA
Listing for:
Manulife Insurance Malaysia
Full Time, Remote/Work from Home
position Listed on 2026-01-09
Job specializations:
-
Business
Business Development
Job Description & How to Apply Below
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*** External Wholesaler page is loaded## External Wholesalerlocations:
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- Californie Télétravail à temps pleintime type:
Temps pleinposted on:
Publié aujourd'huitime left to apply:
Date de fin : 26 janvier 2026 (Il reste 20 jours pour postuler) job requisition :
JRManulife John Hancock Investment, a division of Manulife Financial, is a premier provider of asset management and investment strategies. John Hancock has been helping individuals and institutions build and protect wealth for 159 years. At a time when trust and confidence are at a premium, we are proud to offer a full range of investment strategies that carry one of America's strongest and most recognized corporate brands.
We are looking for an External Wholesaler to 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. This territory offers significant growth potential for the right candidate.
*
* Position 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.
** Required
Qualification:
*** Bachelors Degree or equivalent experience 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.
* It is preferred that candidates already be established in the local market.
Territory Coverage:
San Francisco, CA
** 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.
Although we list out what we generally look for, we are very likely missing other attributes and skills that you have that could make you a great fit, but are not currently listed. Research has shown this especially applies to women and other marginalized groups, who tend to apply if they check 100% of every box, versus men who apply if they hit roughly 60%.
The point we’re getting at, it doesn’t hurt to take a chance and apply!#LI-JH**À propos de Manuvie et de John Hancock
** La Société Financière Manuvie est un chef de file mondial des services financiers qui aide les gens à prendre leurs décisions plus facilement et à vivre mieux. Pour en apprendre plus à notre sujet, rendez vous à l’adresse .
** Manuvie est un employeur qui souscrit au principe de l’égalité d’accès à l’emploi
** Chez Manulife/John Hancock nous valorisons notre diversité. Nous nous efforçons d’attirer, de perfectionner et de maintenir une main d'oeuvre qui est aussi diversifiée que nos clients, et de favoriser la…
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