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This position was posted on May 5, 2026 and is likely no longer accepting applications. We've kept it here for historical reference. Check out the similar jobs below!
Job Overview
Location
USA, California - Full Time Remote
Job Type
Full-time
Category
Sales
Date Posted
May 5, 2026
Full Job Description
đź“‹ Description
- • Business Consultant (External Wholesaler) role focused on driving sales of John Hancock Investment Management products across California, Washington, Oregon, Nevada, and Hawaii by engaging financial advisors through in-person and virtual channels.
- • Day-to-day responsibilities include distributing mutual funds, ETFs, 529 plans, UCITS, SMAs, DCIO, and private placement offerings; maintaining and building client relationships through timely product information, market intelligence, and practice management advice; conducting client-facing activities via meetings, calls, and emails; prospecting for new business; representing the firm at conferences and training events; collaborating with internal wholesalers and home office partners; and efficiently managing territory resources including travel budget and specialist support.
- • Manulife John Hancock Investment is a premier asset management division with 159 years of history, offering investment strategies backed by one of America’s strongest corporate brands, operating within a global financial services leader committed to diversity, inclusion, and equitable employment practices.
- • The role offers opportunity to grow a career in financial services wholesaling, develop deep expertise in investment products and client relationship management, and contribute to territory growth while working in a flexible, supportive environment that values well-being and professional development.
🎯 Requirements
- • Bachelor's 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
- • Excellent communication and presentation skills – both in-person and virtual
- • Effective time management, technological, and organizational skills
- • Preference for candidates already established in the local market
🏖️ Benefits
- • Opportunity to learn and grow the career you want in a flexible environment
- • Recognition and support in a culture where well-being and inclusion are prioritized
- • Access to global team resources to shape the future you want to see
- • Customizable benefits including health, dental, mental health, vision, disability, life and AD&D insurance, adoption/surrogacy and wellness benefits, and employee/family assistance plans
- • Retirement savings plans including pension/401(k) and global share ownership plan with employer matching
- • Generous paid time off: up to 11 paid holidays, 3 personal days, 150 hours vacation, and 40 hours sick time annually
- • Participation in incentive programs tied to business and individual performance
Skills & Technologies
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About Manulife Financial Corporation
Manulife Financial Corporation is a multinational insurance and financial services provider headquartered in Toronto, Canada. Established in 1887, it offers life and health insurance, retirement and pension plans, asset and wealth management through its John Hancock and Manulife brands. The company operates across North America and Asia, serving individual, group, and institutional clients. Manulife is listed on the Toronto, New York, and Philippine stock exchanges. It focuses on delivering investment, insurance, and advisory solutions to meet long-term financial security needs globally.
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