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External Wholesaler Jobs (NOW HIRING)

Manulife

$80K - $138K/yr

We are seeking an External Wholesaler to drive sales by deepening relationships with existing clients and developing new business across the full suite of JHIM products. This role provides coverage ...

Eagle Point Credit

External Wholesaler

Greenwich, CT · On-site

Eagle Point Securities is a wholesale distributor of alternative investments focused on building institutional-caliber investment solutions designed to meet the needs of individual investors. Through ...

Eagle Point Credit

External Wholesaler

Greenwich, CT · On-site

Eagle Point Securities is a wholesale distributor of alternative investments focused on building institutional-caliber investment solutions designed to meet the needs of individual investors. Through ...

Protective

Internal Wholesaler II

Covington, KY · On-site

$55K - $65K/yr

This individual is responsible for partnering with an External Wholesaler, creating new and managing existing relationships with representatives to increase revenue of Protective products and achieve ...

Protective

Internal Wholesaler II

Covington, KY · On-site

$55K - $65K/yr

This individual is responsible for partnering with an External Wholesaler, creating new and managing existing relationships with representatives to increase revenue of Protective products and achieve ...

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All JobsExternal Wholesaler Jobs

External Wholesaler information

See salary details

$11K

$78.3K

$118K

How much do external wholesaler jobs pay per year?

As of Aug 6, 2026, the average yearly pay for external wholesaler in the United States is $78,333.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,000.00 and $96,500.00 per year, depending on experience, location, and employer.

What is an external wholesaler?

An External Wholesaler is a financial services professional who represents investment products, such as mutual funds or insurance products, to financial advisors and institutions outside their own company. They travel within a specific region, building relationships with financial advisors, providing product information, training, and sales support to help increase product distribution. External Wholesalers work closely with Internal Wholesalers and other sales teams to achieve sales goals and ensure advisors have the resources they need. Their role is critical in driving sales, expanding market reach, and supporting advisors in serving their clients.

What is the difference between External Wholesaler vs Internal Wholesaler?

AspectExternal WholesalerInternal Wholesaler
CredentialsSales licenses, industry certificationsSales licenses, industry certifications
Work EnvironmentField-based, client-facingOffice-based, client support
Employer & Industry UsageFinancial services, insurance, investment firmsFinancial services, insurance, investment firms
Search & Comparison IntentUnderstanding field sales roles, client engagementUnderstanding inside sales, client support roles

External Wholesalers primarily engage with clients outside the company, focusing on field sales and relationship building. Internal Wholesalers work within the company, supporting sales teams and managing client accounts from the office. Both roles require similar credentials but differ mainly in work environment and client interaction style.

What are the key skills and qualifications needed to thrive as an external wholesaler, and why are they important?

To thrive as an External Wholesaler, you need a solid understanding of financial products, sales strategies, and market trends, typically supported by a bachelor's degree and FINRA licenses (such as Series 6 or 7 and 63). Familiarity with customer relationship management (CRM) systems, financial planning software, and presentation tools is essential for managing client portfolios and sales pipelines. Exceptional interpersonal skills, persuasive communication, and the ability to build and maintain strong client relationships set top performers apart. These skills and qualifications are crucial for driving sales growth, meeting targets, and fostering long-term partnerships in a competitive financial marketplace.

How does an external wholesaler typically collaborate with internal teams and financial advisors to achieve sales goals?

External Wholesalers frequently work in close partnership with Internal Wholesalers and other team members to develop and execute sales strategies for their assigned territory. They regularly communicate with financial advisors, providing product education, market updates, and tailored solutions to help advisors meet their clients' needs. Coordination with marketing, product, and compliance teams is also common to ensure all materials and presentations are accurate and up-to-date. Building strong relationships and maintaining effective communication with both internal colleagues and external partners are essential for success in this role.
More about External Wholesaler jobs
What cities are hiring for External Wholesaler jobs? Cities with the most External Wholesaler job openings:
What states have the most External Wholesaler jobs? States with the most job openings for External Wholesaler jobs include:
What job categories do people searching External Wholesaler jobs look for? The top searched job categories for External Wholesaler jobs are:
External Wholesaler jobs near you
Infographic showing various External Wholesaler job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 87% In-person, and 13% Hybrid job distribution, with an average salary of $78,333 per year, or $37.7 per hour.

External Wholesaler

Manulife

On-site

$80K - $138K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 14 days ago

Job description

Manulife John Hancock Investments, a division of Manulife Financial, is a premier global provider of asset management and investment solutions. We are seeking an External Wholesaler to drive sales by deepening relationships with existing clients and developing new business across the full suite of JHIM products. This role provides coverage of financial advisors across multiple channels and offers significant growth potential for the right candidate.


Position Responsibilities:

  • Distribute a comprehensive product lineup, including Mutual Funds, ETFs, 529 plans, UCITS, SMAs, DCIO, and Private Placement offerings

  • Build and strengthen client relationships by delivering timely product insights, capital markets perspective, and practice management support-while providing exceptional service

  • Execute a disciplined, high-activity sales approach across in-person meetings, virtual meetings, calls, and proactive follow-up

  • Generate new business through targeted prospecting and pipeline development

  • Represent John Hancock Investment Management at conferences, seminars, and sales meetings (both in-person and virtual)

  • Partner closely with internal stakeholders, including your assigned Internal Wholesaler and home office teams

  • Effectively manage the territory by leveraging available resources (product specialists, portfolio consultants) and optimizing travel and entertainment spend

Required Qualifications:

  • Bachelor's degree or equivalent experience preferred

  • 3-5+ years of asset management wholesaling experience required

  • Series 7 and 63 or 66 licenses required

  • CFA or CIMA designation preferred

  • Strong communication and presentation skills-both in-person and virtual

  • Proven time management, organizational, and technology skills

  • Established relationships within the local market preferred

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.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact hr@manulife.com.

Referenced Salary Location

USA, Colorado - Full Time Remote

Working Arrangement

Remote

Salary range is expected to be between

$80,000.00 USD - $138,700.00 USD

Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual 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 hr@manulife.com 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.

We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.

Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify

Company: John Hancock Life Insurance Company (U.S.A.)

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