Internal Business Consultant

Manulife•Tempe, AZ

1d•Hybrid

About The Position

The Internal Business Consultant will partner with an external Business Consultant to compose, 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. Required to have solid understanding and expertise of mutual funds, ETF’s, UCITS, 529 College Savings Plans and Separately Managed Accounts. A portion of the day will consist of running and analyzing advisor portfolios to uncover opportunities and potential unforeseen issues. This individual must have outstanding research and analytic capabilities. They must be able to research competitor products, gain a high proficiency in those products, and understand how those products will get along with the overall composition of our 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 helping them improve portfolio construction. Review and research advisor websites, LinkedIn, and data packs to personalize practice management and business building solutions. Participate in roundtable discussions and feedback sessions growing industry knowledge and product expertise. Maintain competitive intelligence by attending meetings and engaging other internal departments to understand John Hancock's internal strategies. Lead projects for department initiatives to fully implement new processes, strategies, and more. Act as a mentor to new Inside Wholesalers and assist in development, implementation, and delivery of training classes for the Investments sales desk. Act as Fund/Firm/Separate Account/Marketing Liaison. Relay a positive attitude about department initiatives and stand behind decisions of management. 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. #LI-JH 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 [email protected]. We're Manulife. And we’re on a mission to make decisions easier and lives better. Better is what drives us. It’s what inspires us to find new ways to support customers and colleagues in living longer and healthier lives. It’s the reason we’re dedicated to investing in digital innovation and accelerating a sustainable and economically inclusive future. Joining us means you’ll be empowered to learn and grow your career. We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words. And as part of our global team, you’ll help shape the future you want to see – and discover that better can take you anywhere you want to go. We’re proud of our accomplishments and recognitions. Recent awards include: 2024 Gallup Exceptional Workplace Award Winner Manulife Named one of Forbes World’s Best Employers 2023 Best Companies to Work for in Asia 2023 We’ve been recognized as one of Canada’s Top 100 Employers (2024) Manulife included in Bloomberg’s 2023 Gender-Equality Index To receive our latest job opportunities directly to your inbox, create an account or sign in and navigate to the ‘Job Alerts’ section located in the top right corner of the page. From there, you can sign up to receive job alerts. Our ambition is to be the most digital, customer-centric global company in our industry. Learn more at https://www.manulife.com/.

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, interpersonal, and problem-solving skills.
Ability to learn and adapt quickly while applying creativity.
Ability to work in a changing fast paced high call volume environment, with passion and a positive attitude.
Collaborate with internal and external resources to meet business needs.
Solid understanding and expertise of mutual funds, ETF’s, UCITS, 529 College Savings Plans and Separately Managed Accounts.
Outstanding research and analytic capabilities.

Responsibilities

Compose, develop and implement programs that help advisors build their business and increase John Hancock Investments AUM.
Strategically manage their territory providing insight, advice, practice management ideas and product updates to registered representatives.
Run and analyze advisor portfolios to uncover opportunities and potential unforeseen issues.
Research competitor products, gain a high proficiency in those products, and understand how those products will get along with the overall composition of our 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 helping them improve portfolio construction.
Review and research advisor websites, LinkedIn, and data packs to personalize practice management and business building solutions.
Participate in roundtable discussions and feedback sessions growing industry knowledge and product expertise.
Maintain competitive intelligence by attending meetings and engaging other internal departments to understand John Hancock's internal strategies.
Lead projects for department initiatives to fully implement new processes, strategies, and more.
Act as a mentor to new Inside Wholesalers and assist in development, implementation, and delivery of training classes for the Investments sales desk.
Act as Fund/Firm/Separate Account/Marketing Liaison.
Relay a positive attitude about department initiatives and stand behind decisions of management.
Prioritizing work to ensure that the largest opportunities are completed.
Use segmentation information provided to focus on the opportunities with the greatest future potential in a given territory.

Benefits

Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.
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.

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