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External Wholesaler

Remote / Online - Candidates ideally in
San Francisco, San Francisco County, California, 94199, USA
Listing for: Manulife Financial
Remote/Work from Home position
Listed on 2026-01-22
Job specializations:
  • Finance & Banking
  • Sales
Salary/Wage Range or Industry Benchmark: 125000 - 150000 USD Yearly USD 125000.00 150000.00 YEAR
Job Description & How to Apply Below

Manulife 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 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.
マニュライフとジョン・ハンコックについて

マニュライフ・ファイナンシャル・コーポレーションは、「あなたの未来に、わかりやすさを」を提供する、国際的な大手金融サービスプロバイダーです。当社について詳しくは、  をご覧ください。

マニュライフは機会均等を是とする雇用主です

マニュライフ/ジョン・ハンコックでは、多様性を受け入れます。私たちは、サービス提供先であるお客さまと同様に、多様な人材を引きつけ、育成し、定着させ、文化や個人の力を受け入れる包括的な職場環境を促進するよう努めています。当社は公正な採用、定着、昇進、報酬に努めています。当社のすべての慣行およびプログラムは、人種、祖先、出身地、肌の色、民族的出自、市民権、宗教または宗教的信念、信条、性別(妊娠および妊娠関連の状態を含む)、性的指向、遺伝的特徴、退役軍人としての地位、性自認、性に関する表明、年齢、婚姻状況、家族状況、障害、または適用法で保護されるその他の要因に対する一切の差別を行うことなく管理されます。

Working Arrangement

在宅勤務

Salary & Benefits

Salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Please contact  for additional information.

Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental…

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