Internal Business Consultant

Manulife•Tempe, AZ

3d•$45,000 - $75,000•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.

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.

Responsibilities

Running and analyzing advisor portfolios to uncover opportunities and potential unforeseen issues.
Researching competitor products, gaining a high proficiency in those products, and understanding how those products will get along with the overall composition of our clients’ portfolios.
Leveraging 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.
Reviewing and researching advisor websites, LinkedIn, and data packs to personalize practice management and business building solutions.
Participating in roundtable discussions and feedback sessions growing industry knowledge and product expertise.
Maintaining competitive intelligence by attending meetings and engaging other internal departments to understand John Hancock's internal strategies.
Leading projects for department initiatives to fully implement new processes, strategies, and more.
Acting as a mentor to new Inside Wholesalers and assisting in development, implementation, and delivery of training classes for the Investments sales desk.
Acting as Fund/Firm/Separate Account/Marketing Liaison.
Relaying a positive attitude about department initiatives and standing behind decisions of management.
Prioritizing work to ensure that the largest opportunities are completed.
Using segmentation information provided to focus on the opportunities with the greatest future potential in a given territory.