Sorry, this job is no longer accepting applications. See below for more jobs that match what you’re looking for!

Inside Wholesaler I - MF

Expired Job

Manulife Boston , MA 02298

Posted 4 months ago

Job Title :

Inside Wholesaler I - MF

Job ID :

Category :

Sales Group

Location :

Boston, MA US

Job Type :

Full Time

Posted On :

Job Description :

Are you looking for unlimited opportunities to develop and succeed? With work that challenges and makes a difference, within a flexible and supportive environment, we can help our customers achieve their dreams and aspirations.

Job Description

Key Focus: The Internal Wholesaler will proactively market and solicit retail John Hancock mutual funds, 529 College Saving Plans and PMA sales throughout the broker-dealer community. Working in conjunction with an External Business Consultant and the marketing team, this individual will proactively manage and cultivate a sales territory via professional telephone sales activity. They will provide value added ideas and marketing support to all brokers, agents, and registered representatives in the defined territory.


  • Establish and maintain relationships with individual investment advisors.

  • Partner with an External Business Consultant in the field to help develop sales opportunities in their territory.

  • Provide superior sales support and service by contacting investment advisors with updates pertaining to the mutual funds they sell, handle inbound calls, prospect for new business, cross sell existing brokers on different products and assist brokers with asset allocation.

  • Help investment advisors increase their business by producing hypothetical illustrations, updating them on current marketing materials, and informing them of upcoming conference calls or conferences.

  • Participate in roundtable discussions and feedback sessions around effective sales strategies.

  • Maintain competitive intelligence by attending meetings, engaging other internal departments to understand John Hancock's internal strategies.

  • Form partnerships with other John Hancock product teams to ensure multi-product pitches are consistent and effective.

  • Provide leads to other sales desks to help John Hancock increase sales in diversified products.

  • Lead projects for department initiatives to fully implement new processes, strategies, and more.

  • Act as a mentor to new Inside Wholesalers and assist in development, implementation, and delivery of training classes for the Investments sales desk.

  • Act as Fund Liaison/Firm/Separate Account/Marketing Liaison. Relay a positive attitude about department initiatives and stand behind decisions of management.


  • Bachelor's degree.

  • 1-2 years of sales experience preferably within the financial services industry.

  • Demonstrated relationship management skills, including the ability to work in a team environment.

  • Strong time management, organizational, and problem solving skills.

  • Ability to learn and adapt quickly while applying creativity.

  • Ability to work in a changing fast paced high call volume environment, with enthusiasm and a positive attitude.

  • Series 7 highly preferred. Series 6, Series 63, and Series 65 or 66 required

This position is subject to the Securities and Exchange Commission's Pay-to-Play Rule 206(4)-5 regarding political contributions by investment advisors and their covered associates

If you are ready to unleash your potential it's time to start your career with Manulife/John Hancock.

About Manulife

Manulife Financial Corporation is a leading international financial services group that helps people achieve their dreams and aspirations by putting customers' needs first and providing the right advice and solutions. We operate as John Hancock in the United States and Manulife elsewhere. We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions. At the end of 2016, we had approximately 35,000 employees, 70,000 agents, and thousands of distribution partners, serving more than 22 million customers. At the end of 2016, we had $977 billion (US$728 billion) in assets under management and administration, and in the previous 12 months we made almost $26 billion in payments to our customers.

Our principal operations are in Asia, Canada and the United States where we have served customers for more than 100 years. With our global headquarters in Toronto, Canada, we trade as 'MFC' on the Toronto, New York, and the Philippine stock exchanges and under '945' in Hong Kong.

Manulife is committed to supporting a culture of diversity and accessibility across the organization. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will consult with applicants contacted to participate at any stage of the recruitment process who request an accommodation. Information received regarding the accommodation needs of applicants will be addressed confidentially.

Apply Now >>

Link for schema

Interested in a different opportunity?

Stay connected. Learn about upcoming opportunities with Manulife / John Hancock.

Join Talent Community

Share this job


Any personal information you provide through this site will be privy only to Manulife for the purpose of evaluating your qualifications and experience. At all times, your personal information will be protected by the application of our Privacy Policy.

See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Download the
LiveCareer app and find
your dream job anywhere

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Mutual Funds Inside Wholesaler

Ameriprise Financial

Posted 6 days ago

VIEW JOBS 12/11/2018 12:00:00 AM 2019-03-11T00:00 Drive sales by developing, maintaining, and deepening relationships with new and existing financial FAs (Financial Advisors); influence FAs choices using a consultative sales process and other performance improvement systems (ex. Fusion, Quality Sales Call, etc.) Responsibilities * Drive sales by developing, maintaining, and deepening relationships with new and existing financial FAs (Financial Advisors); influence FAs choices using a consultative sales process and other performance improvement systems (ex. Fusion, Quality Sales Call, etc.). * Partner with RVP to develop a business plan, manage a territory, and drive to regional goals and objectives. * Maintain and leverage a deep understanding of all accounts/distributors, including specific rules of engagement for distributors. * Make proactive telephone calls to an assigned territory; Answer and convert inbound calls from the territory into additional opportunities to drive sales. * Build and maintain relationships with internal and external business partners. * Prioritize and manage daily, weekly, and monthly workload. * Demonstrate an understanding of the product portfolio features and benefits; Sells solutions provided by the products. * Use software, including proprietary programs, to research FA business, log FA activity, and run hypothetical scenarios. * Analyze reports to increase understanding of FA business and identify sales trends; leverage the information to prepare for outbound sales calls. * Research and communicate industry changes and trends that may impact company or product positioning, with both internal and external customers. * Complete required coursework in order to maintain compliance with state and federal regulations and licensure. * Travel to territory to conduct one-on-one FA meetings and/or to deliver group presentations. * This is a sales position with a competitive base salary plus attractive monthly and quarterly sales bonus. Required Qualifications * College degree. * Proven ability to build strong relationships. * Sales experience. * 1-3 years of experience in financial services industry, financial sales or financial wholesaling. * Excellent communication and influencing skills. * Effective presentation skills. * High energy. * Series 7 (or SIE and Series 7 top off exam) and 66 (or 63 & 65 combined) or the ability to obtain within a defined period of time. About Our Company Columbia Threadneedle Investments is a leading global asset management group that provides a broad range of actively managed investment strategies and solutions for individual, institutional and corporate clients around the world. With more than 2000 people including over 450 investment professionals based in North America, Europe and Asia, we manage over $400 billion of assets (as of May 2018) across developed and emerging market equities, fixed income, asset allocation solutions and alternatives. Our priority is the investment success of our clients. We know investors want strong and repeatable risk-adjusted returns and we aim to deliver this through an active and consistent investment approach that is team-based, risk-aware and performance-driven. Ameriprise Financial Boston MA

Inside Wholesaler I - MF

Expired Job