Engage new and existing clients to drive sales across the entire suite of JHIM investment products
Job Summary
Engage new and existing clients to drive sales across the entire suite of JHIM investment products.
Conduct a robust schedule of client-facing activities through group and one-on-one in-person meetings, virtual meetings, phone calls, and emails.
Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans.
Matching Summary
Engage new and existing clients to drive sales across the entire suite of JHIM investment products.
Salary
Base: $80,000.00 - $138,700.00 USD; Bonus/Equity: Incentive programs and incentive compensation tied to business and individual performance; Benefits: Health, dental, mental health, vision, disability, life insurance, retirement savings plans, paid time off
Skills & Requirements
Must-have
Client relationship management
Prospecting and new business initiation
Product and market intelligence
Sales event representation
Internal business partner collaboration
Nice-to-have
Established in the local market
Flexible work environment
Empowerment for career growth
Key Requirements
3-5 years asset management wholesaling experience
Series 7 and 66 or 63 licenses
Bachelors Degree or equivalent experience
Excellent communication and presentation skills
Effective time management, technological, and organizational skills