Internal Business Associate

Manulife

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profile Job Location:

Tempe, AZ - USA

profile Monthly Salary: Not Disclosed
Posted on: 30+ days ago
Vacancies: 1 Vacancy

Job Summary

New Graduates 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 this role you will assist the Internal Business Consultants with strategically managing a territory while aiding in research reporting providing insights advice practice management ideas and product updates to registered this role you will develop a strong understanding of mutual funds ETFs UCITS 529 College Savings Plans and Separately Managed Accounts.

As part of the requirements for this role you will need to acquire the Series 7 and Series 66 securities licenses within 120 days of hire so that you can then begin your career as a licensed financial professional. We will cover all costs associated with acquiring these licenses and will provide you with requisite training and time to study during regular business hours to support you in being fully prepared for these exams. You will also need to complete your Securities Industry Essentials (SIE) exam. We will also provide reimbursement for these exam materials.

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 Handcocks 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

Job Requirements:

  • Expected Graduation of Spring/Summer 2023
  • Bachelors degree in Business Commerce Economics Analytics/Mathematics/ Statistics or similar program is preferred
  • Demonstrated interest in Capital Markets
  • Desire to obtain 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 enthusiasm and a positive attitude.
  • Completion of Series 7 and Series 66 securities licenses within 120 days of hire.

What motivates you

  • You obsess about customers listen engage and act for their benefit.
  • You think 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.

What can we offer you

  • A competitive salary and benefits packages.
  • A growth trajectory that extends upward and outward encouraging you to follow your passions and learn new skills.
  • A focus on growing your career path with us.
  • Flexible work policies and strong work-life balance.
  • Professional development and leadership opportunities.

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 EqualOpportunity 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.

Although we list out what we generally look for we are very likely missing other attributes and skills that you have that could make you a great fit but are not currently listed.Research has shownthis especially applies to women and other marginalized groups who tend to apply if they check 100% of every box versus men who apply if they hit roughly 60%. The point were getting at it doesnt hurt to take a chance and apply!

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 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 .

Working Arrangement

Hybrid

Salary & Benefits

Salary will vary depending on local market conditions geography and relevant job-related factors such as knowledge skills qualifications experience and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Please contact for additional information.

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.

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

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

Required Experience:

IC

New Graduates 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 Inv...
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Key Skills

  • Sales Experience
  • B2B Sales
  • Time Management
  • Marketing
  • Analysis Skills
  • Dental Office Experience
  • Sales Pipeline
  • Project Management
  • CRM Software
  • negotiation
  • Management Consulting
  • Phone Etiquette

About Company

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Manulife is a leading financial services group. We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions.

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