Internal Business Consultant

Manulife • Tempe, AZ

110d

About The Position

The RIA Internal Business Consultant will partner with an external RIA Business Consultant to create, develop and implement programs that help advisors build their business and increase John Hancock Investments AUM. Using discretion and judgment they will strategically manage their territory providing insight, advice, practice management ideas and product updates to registered representatives.

Requirements

• FINRA Series 7 and 63, 65, or 66 required.
• Bachelor's degree or equivalent experience.
• 1-5 years of sales/consulting experience preferably within the financial services industry.
• Proven relationship management skills, including the ability to work in a team environment.
• Strong analytical, time management, organizational, and problem-solving skills.
• Ability to learn and adapt quickly while applying creativity.
• Ability to thrive in a dynamic, high call volume environment, with enthusiasm and a positive attitude.
• Collaborate with internal and external resources to meet business needs.
• Prioritize work to ensure completion of the largest opportunities.
• Use segmentation information provided to focus on the opportunities with the greatest future potential in a given territory.

Responsibilities

• Run and analyze advisor portfolios to uncover opportunities and potential unforeseen issues.
• Conduct research on competitor products and gain proficiency in those products to understand their compatibility with clients' portfolios.
• Leverage tools including Morningstar Workstation, Morningstar Advisor Portal and John Hancock Portfolio Insight to perform analysis and provide insight and advice for registered representatives.
• Review and research advisor websites, LinkedIn, and data packs to personalize practice management and business building solutions.
• Participate in roundtable discussions and feedback sessions to grow industry knowledge and product expertise.
• Maintain competitive intelligence by attending meetings and engaging with other internal departments to understand John Hancock's internal strategies.
• Lead projects for department initiatives to fully implement new processes and strategies.
• Act as a mentor to new Inside Wholesalers and assist in the development, implementation, and delivery of training classes for the Investments sales desk.
• Act as Fund/Firm/Separate Account/Marketing Liaison, relaying a positive attitude about department initiatives and supporting management decisions.

Benefits

• Health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage.
• Adoption/surrogacy and wellness benefits.
• Employee/family assistance plans.
• Retirement savings plans including pension/401(k) savings plans.
• Global share ownership plan with employer matching contributions.
• Financial education and counseling resources.
• Generous paid time off program including up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Insurance Carriers and Related Activities
• Education Level: Bachelor's degree