Business Development Consultant

Manulife • Boston, MA

3d • $49,000 - $81,700 • Hybrid

About The Position

Manulife John Hancock Investments is a leading asset manager, helping investment professionals make decisions. Help build the future you want to see — and discover that better can take you anywhere you want to go. The role being advertised is an existing vacancy.

Requirements

• Series 7 and Series 66 securities licenses (or combo of Series 63 and Series 65)
• Bachelor's Degree or equivalent experience
• Proficiency in CRM systems and Microsoft Office tools

Nice To Haves

• Interest in Capital Markets
• Desire to acquire sales experience within the financial services industry
• Proven relationship management skills, including the ability to work in a team environment
• Strong verbal communication and interpersonal skills
• Strong time management, organizational, and problem-solving skills
• Ability to work in a changing fast paced environment, with passion and a positive attitude
• Ability to engage and educate financial advisors efficiently
• Self-motivated with a focus on achieving goals
• Comfortable working in a high-volume outbound calling environment
• Basic understanding of financial products and advisor needs (preferred)
• Ability to handle time efficiently and meet daily call targets

Responsibilities

• Make an average of 60 outbound calls per day to financial advisors outside BC Focus 500.
• Educate advisors on company products and solutions to generate interest.
• Qualify prospects and schedule meetings with external sales representatives.
• Maintain accurate records of calls, contacts, and appointments in CRM systems.
• Collaborate with the sales team to ensure smooth handoff and follow-up.
• Achieve performance targets tied to: Contacts made, Appointments set, Show rates (advisor attends the scheduled meeting), and New Producers.
• Continuously improve product knowledge and sales communication techniques.

Benefits

• health
• dental
• mental health
• vision
• short- and long-term disability
• life and AD&D insurance coverage
• adoption/surrogacy
• wellness benefits
• employee/family assistance plans
• retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions)
• financial education and counseling resources
• up to 11 paid holidays
• 3 personal days
• 150 hours of vacation
• 40 hours of sick time (or more where required by law) each year
• full range of statutory leaves of absence

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level