Job Purpose: 

  • The Internal Wholesaler will proactively market and solicit retail John Hancock mutual funds, ETFs, UCITS, 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.

Your Responsibilities:

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

Skills and Qualifications:  

  • Series 7 highly preferred. Series 6, Series 63 required. The position will require the Series 7 and Series 65 or Series 66
  • Bachelor’s degree
  • 1-5 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
  • 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.

Source: for more information click here.

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