Summary:
In this role, you will drive regional investment sales growth by strengthening existing advisor partnerships, developing new opportunities, and executing a strategic market plan in collaboration with wholesaling teams and internal partners. The territory will be Upstate New York, covering Rochester, Buffalo, Syracuse, and Albany.
Position Responsibilities:
- Drive sales with existing advisor partnerships and uncover new opportunities with prospects in your region.
- Partner with top-performing wholesaling teams across the country to align with Manulife’s investment business growth strategy.
- Develop and implement a regional sales strategy in collaboration with key business partners.
- Provide monthly progress updates to management and senior leadership.
- Identify and implement sales strategies that improve market penetration and strengthen customer commitment to Manulife products.
- Participate in scheduled office visits, seminars, conference calls, and other meetings, providing expertise on Manulife’s product offerings and the broader investment landscape.
- Educate retail clients on Manulife products and relevant capital markets information.
- Deliver timely, audience-appropriate communications about fund features and performance to current and prospective clients.
Required Qualifications:
- 5 or more years of investment-related sales experience.
- College degree or equivalent business experience.
- Demonstrated ability to think strategically, build positive relationships, and execute a plan you helped develop.
- Excellent presentation, verbal, and written communication skills.
- Strong relationship-building skills and genuine enthusiasm for connecting with people.
Preferred Qualifications:
- Experience developing and executing regional sales strategy.
- Relevant licenses: Series 63,65,66
- Experience partnering with financial advisors, wholesalers, or investment distribution teams.
- Knowledge of investment products, fund features and performance, and capital markets.
- Ability to tailor communications to different client and stakeholder audiences.
- Experience presenting at office visits, seminars, conference calls, or similar client-facing forums.
When you join our team:
- We’ll empower you to learn and grow the career you want.
- We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
- As part of our global team, we’ll support you in shaping the future you want to see.
The role being advertised is an existing vacancy.
Referenced Salary Location
USA, New York - Full Time Remote
Remote
Base salary range is expected to be between
$75,000.00 USD - $125,000.00 USD
Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual base salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact for the salary range for your location.
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. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence.
