Business Development Consultant at John Hancock in Tempe, Arizona

Job Description:

Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You've come to the right place. We're looking for ambitious people who share our values and want to make every day better for people around the world. If this sounds like you, and the career below sounds exciting, we'd like to hear from you.

Working Arrangement

Hybrid
Job Description

The Opportunity:

The Business Development Specialist will partner with up to four Business Consultants to create, develop and implement programs that help advisors build their business and increase John Hancock Investments AUM. Using discretion and judgement they will strategically manage their territory providing insight, advice, practice management ideas and product updates to registered representatives. Required to have working knowledge and expertise of mutual funds, ETF's, UCITS, 529 College Savings Plans and Separately Managed Accounts.

The Business Development Specialist will cover Edward Jones advisors only. This individual must be an expert within the Edward Jones system.

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 superior 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 interact 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 increasing 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.

Requirements:

• FINRA Series 7 and 63, 65, or 66 required.

• Bachelor's degree.

• At least 2 years of internal sales/consulting experience in the financial services industry.

• Demonstrated knowledge of mutual funds and the financial advisor business model.

• Strong analytical, time management, organizational, and problem-solving skills.

• Excellent communication and presentation skills.

• Able to work independently and effectively manage time.

• Ability to influence others and collaborate with a team.

• This position is subject to the Securities and Exchange Commission's Pay-to-Play Rule 206(4)-5 regarding political contributions by investment advisors and their covered associates.

What motivates you?

• Obsessing about customers, listen, engage and act for their benefit!


• Thinking big, with curiosity to discover ways to use your agile approach and enable business outcomes.


• You thrive in teams and enjoy getting things done together.


• You take ownership and build solutions, focusing on what matters.


• You do what is right, work with integrity and speak up.


• You share your humanity, helping us build a diverse and inclusive work environment for everyone.

Our commitment to you

• Values-first culture


• We lead with our Values every day and bring them to life together.


• Boundless opportunity


• We create opportunities to learn and grow at every stage of your career.


• Continuous innovation


• We invite you to help redefine the future of financial services.


• Delivering the promise of Diversity, Equity and Inclusion


• We foster an inclusive workplace where everyone thrives.


• Championing Corporate Citizenship


• We build a business that benefits all stakeholders and has a positive social and environmental impact.

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 cultivate 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 recruitment@manulife.com.

Every career at Manulife/John Hancock provides the opportunity to learn new skills and move your career forward. Ready to make an impact somewhere? What are you waiting for? Apply today.

About John Hancock and Manulife

John Hancock is a unit of Manulife Financial Corporation, a leading international financial services group that helps people make their decisions easier and lives better. We operate primarily as John Hancock in the United States, and Manulife globally, including Canada, Asia and Europe. We provide financial advice, insurance and wealth and asset management solutions for individuals, groups and institutions. Assets under management and administration by Manulife and its subsidiaries were CAD$1.3 trillion (US$1.1 trillion) as of June 30, 2021. Manulife Financial Corporation trades as MFC on the TSX, NYSE, and PSE, and under 945 on the SEHK. Manulife can be found at manulife.com.

One of the largest life insurers in the United States, John Hancock supports more than 10 million Americans with a broad range of financial products, including life insurance, annuities, investments, 401(k) plans, and education savings plans. Additional information about John Hancock may be found at johnhancock.com.

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 recruitment@manulife.com.

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