Internal Business Associate

Manulife; Tempe (AZ); Hybrid; USD 45,000 - 75,000; Full time

Benefits offered by this job

Health benefits

Dental insurance

Vision insurance

Disability insurance

Life insurance

AD&D insurance

Wellness benefits

Retirement savings plan

Pension/401(k)

Job summary

Manulife via John Hancock is recruiting for an Internal Business Associate in Tempe, AZ, to support advisors and registered representatives, helping grow AUM through research, reporting, and strategic insights.

You will work with Internal Business Consultants and Sales Management to develop programs, manage a territory, and provide product updates across mutual funds, ETFs, UCITS, and account types.

Qualifications

• Bachelor’s degree or equivalent in Business, Economics, Analytics/Mathematics or similar.
• Completion of Securities Industry Essentials (SIE) exam preferred.
• Completion of Series 7 and Series 66 securities licenses within 120 days of hire.
• Proven curiosity about Capital Markets.
• Desire to acquire sales experience within the financial services industry.
• Proven relationship management skills, including ability to work in a team environment.
• Strong time management, organizational, and problem-solving skills.
• Ability to learn and adapt quickly while applying creativity.
• Ability to work in a fast-paced environment, with passion and a positive attitude.

Responsibilities

• Establish and nurture relationships with Internal Sales Management and Internal Business Consultants.
• Conduct research and analyze competitor products to understand portfolio interactions.
• Provide reporting, analysis, and insights to registered representatives to identify opportunities.
• Improve efficiency and effectiveness of the Internal Sales Desk.
• Participate in roundtable discussions to increase industry knowledge and product expertise.
• Maintain competitive intelligence by attending meetings with other departments.
• Collaborate on department initiatives to implement new processes and sales strategies.
• Serve as priority contact for inbound sales inquiries and potential client relationships.

Skills

SIE exam

Series 7 & 66 licenses

Capital Markets

Sales experience

Relationship management

Team collaboration

Time management

Problem solving

Adaptability

Education

Bachelor’s degree or equivalent

Job description

Those who join our Internal Business Associate role, have an exciting opportunity to partner with Internal Business Consultants and the Sales Management Team to support the creation, development and implementation of programs that help advisors grow their business and increase John Hancock Investments AUM. In this role, you will assist the Internal Business Consultants with strategically handling a territory, while aiding in research, reporting, providing insights, advice, practice management ideas and product updates to registered representatives. In this role you will develop a strong understanding of mutual funds, ETF’s, UCITS, 529 College Savings Plans and Separately Managed Accounts.

Position Responsibilities

• Establish and nurture relationships with Internal Sales Management and Internal Business Consultants
• Conduct research and thoroughly analyze competitor products to gain proficiency in understanding how those products will interact with the overall composition of our clients’ portfolios
• Partner with Internal Business Consultants to provide reporting, analysis, and insights to registered representatives, helping them identify investing opportunities and proactively uncover any potential market issues, so they can improve portfolio construction
• Work alongside Internal Business Consultants to unveil opportunities to improve the efficiency and effectiveness of the Internal Sales Desk
• Participate in roundtable discussions and feedback sessions to increase industry knowledge and product expertise.
• Maintain competitive intelligence by attending meetings and engaging other internal departments to understand John Hancock’s internal strategies.
• Partner on projects for department initiatives to fully implement new processes, & Sales strategies across territories
• Serve as priority point of contact for inbound sales inquiries and potential client relationship development opportunities
• Assist in Continuing Education (CE) reporting process for large events
• Help drive attendance to local events hosted by externals

Required Qualifications

• Bachelor’s degree or equivalent experience in Business, Commerce, Economics Analytics/Mathematics/ Statistics, or similar program is helpful.
• Completion of Securities Industry Essentials (SIE) exam preferred.
• Completion of Series 7 and Series 66 securities licenses within 120 days of hire.
• Proven curiosity about 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 time management, organizational, and problem-solving skills.
• Ability to learn and adapt quickly while applying creativity.
• Ability to work in a fast-paced environment, with passion and a positive attitude.

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.

JH

The role being advertised is an existing vacancy.

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, 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 [e-mail].

Referenced Salary Location

Tempe, Arizona

Working Arrangement

Hybrid

Salary range is expected to be between

$45,000.00 USD - $75,000.00 USD

Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact [e-mail] for the salary range for your location.

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.

We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.

Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify

Company: John Hancock Life Insurance Company (U.S.A.)