External Wholesaler
$80,000–$80,000 year
RemoteUnited States
Job Summary
Distribute a comprehensive product lineup including Mutual Funds, ETFs, 529 plans, and Private Placement offerings while building client relationships through in-person meetings, virtual calls, and proactive follow-up. Execute a disciplined, high-activity sales approach across multiple channels to generate new business and deliver timely market insights. Represent John Hancock Investment Management at conferences and seminars, partnering closely with internal stakeholders and portfolio consultants to optimize territory management and travel spend. Manage the territory by leveraging available resources and maintaining established local market relationships. Full-time remote work in Colorado with a salary range of $80,000 to $138,700 USD and opportunities for incentive compensation.
Required Qualifications
- 3–5+ years of asset management wholesaling experience
- Series 7 and 63 or 66 licenses
Desired Qualifications
- Bachelor's degree or equivalent experience
- CFA or CIMA designation
- Strong communication and presentation skills—both in-person and virtual
- Proven time management, organizational, and technology skills
- Established relationships within the local market
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