Manulife is a leading international financial services provider, and they are seeking an Internal Business Consultant to partner with an external Business Consultant to develop and implement programs that help advisors build their business. This role involves analyzing advisor portfolios, providing insights, and mentoring new Inside Wholesalers.
Responsibilities
- 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
Skills
- 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
- 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
- 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
- Various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions)
- Financial education and counseling resources
- 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
- Full range of statutory leaves of absence
Company Overview
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