Wealth Management Sales Associate (Series 7 track)
Manulife John Hancock Investments and Retirement, Phoenix, AZ, United States
This role is a front‑line entry point into investment sales and a clear path to an Inside Wholesaler role.
You’ll work directly alongside experienced Internal Business Consultants and Sales Leaders to support financial advisors across the U.S. and Canada and help grow the business.
You’ll combine sales support, relationship building, and analysis—partnering on territory strategy, preparing insights for advisor conversations, and helping deliver product updates that drive real client outcomes. This is not a purely analytical or back‑office role; it’s designed for people who enjoy working with others, influencing decisions, and building toward a client‑facing sales career.
Over time, you’ll develop strong knowledge of investment products such as mutual funds, ETFs, college savings plans, and managed portfolios, while gaining hands‑on exposure to how a sales desk operates day to day.
Within your first 120 days, you’ll complete the Securities Industry Essentials (SIE), Series 7, and Series 66 licenses. All licensing costs are fully covered, and you’ll receive structured training, paid study time during working hours, and ongoing support to set you up for success.
As part of this role, you’ll begin your career as a licensed financial professional. The next step moving into an Inside Wholesaler role involves proactive, high-volume phone outreach each day to build relationships and grow business, making this a great fit for individuals who genuinely enjoy connecting with people.
Responsibilities
Establish and nurture relationships with Internal Sales Management and Internal Business Consultants
Conduct research and thoroughly analyze competitor products to gain proficiency in understanding how those products will interact with the overall composition of our clients’ portfolios
Partner with Internal Business Consultants to provide reporting, analysis, and insights to registered representatives, helping them identify investing opportunities and proactively uncover any potential market issues, so they can improve portfolio construction
Work alongside Internal Business Consultants to unveil opportunities to improve the efficiency and effectiveness of the Internal Sales Desk
Participate in roundtable discussions and feedback sessions to increase industry knowledge and product expertise.
Maintain competitive intelligence by attending meetings and engaging other internal departments to understand John Hancock’s internal strategies.
Partner on projects for department initiatives to fully implement new processes, & Sales strategies across territories
Serve as priority point of contact for inbound sales inquiries and potential client relationship development opportunities
Assist in Continuing Education (CE) reporting process for large events
Help drive attendance to local events hosted by externals
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You’ll work directly alongside experienced Internal Business Consultants and Sales Leaders to support financial advisors across the U.S. and Canada and help grow the business.
You’ll combine sales support, relationship building, and analysis—partnering on territory strategy, preparing insights for advisor conversations, and helping deliver product updates that drive real client outcomes. This is not a purely analytical or back‑office role; it’s designed for people who enjoy working with others, influencing decisions, and building toward a client‑facing sales career.
Over time, you’ll develop strong knowledge of investment products such as mutual funds, ETFs, college savings plans, and managed portfolios, while gaining hands‑on exposure to how a sales desk operates day to day.
Within your first 120 days, you’ll complete the Securities Industry Essentials (SIE), Series 7, and Series 66 licenses. All licensing costs are fully covered, and you’ll receive structured training, paid study time during working hours, and ongoing support to set you up for success.
As part of this role, you’ll begin your career as a licensed financial professional. The next step moving into an Inside Wholesaler role involves proactive, high-volume phone outreach each day to build relationships and grow business, making this a great fit for individuals who genuinely enjoy connecting with people.
Responsibilities
Establish and nurture relationships with Internal Sales Management and Internal Business Consultants
Conduct research and thoroughly analyze competitor products to gain proficiency in understanding how those products will interact with the overall composition of our clients’ portfolios
Partner with Internal Business Consultants to provide reporting, analysis, and insights to registered representatives, helping them identify investing opportunities and proactively uncover any potential market issues, so they can improve portfolio construction
Work alongside Internal Business Consultants to unveil opportunities to improve the efficiency and effectiveness of the Internal Sales Desk
Participate in roundtable discussions and feedback sessions to increase industry knowledge and product expertise.
Maintain competitive intelligence by attending meetings and engaging other internal departments to understand John Hancock’s internal strategies.
Partner on projects for department initiatives to fully implement new processes, & Sales strategies across territories
Serve as priority point of contact for inbound sales inquiries and potential client relationship development opportunities
Assist in Continuing Education (CE) reporting process for large events
Help drive attendance to local events hosted by externals
#J-18808-Ljbffr