Internal Business Consultant

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*** Internal Business Consultant page is loaded## Internal Business Consultant locations:
Tempe, Arizona time type:
Temps pleinposted on:
Publié il y a 8 jour(s) time left to apply:
Date de fin : 31 mars 2026 (Il reste 23 jours pour postuler) job requisition :
JRThe 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 handle 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.
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* Position 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, Linked In, 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.
** Required Qualifications :
*** 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.
** Preferred Qualifications :
*** 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.
** 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.#LI-JH**À propos de Manuvie et de John Hancock
** La Société Financière Manuvie est un chef de file mondial des services financiers qui aide les gens à prendre leurs décisions plus facilement et à vivre mieux. Pour en apprendre plus à notre sujet, rendez vous à l’adresse .
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