Internal Business Consultant Job at Massachusetts Staffing, Boston, MA

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  • Massachusetts Staffing
  • Boston, MA

Job Description

Internal Business Consultant

The 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 manage their territory providing insight, advice, practice management ideas, and product updates to registered representatives. Required to have solid understanding and expertise of mutual funds, ETFs, UCITS, 529 College Savings Plans, and Separately Managed Accounts.

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, 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 Hancocks 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.
  • Bachelors 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.

When you join our team:

  • Well empower you to learn and grow the career you want.
  • Well recognize and support you in a flexible environment where well-being and inclusion are more than just words.
  • As part of our global team, well support you in shaping the future you want to see.

Acerca de Manulife y John Hancock

Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera ms fcil y a vivir mejor. Para obtener ms informacin acerca de nosotros, visite

Manulife es un empleador que ofrece igualdad de oportunidades

En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retencin de talento, el ascenso y la remuneracin, y administramos todas nuestras prcticas y programas sin discriminacin por motivos de raza, ascendencia, lugar de origen, color, origen tnico, ciudadana, religin o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientacin sexual, caractersticas genticas, condicin de veterano, identidad de gnero, expresin de gnero, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente. Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajar con los solicitantes que requieran una adaptacin razonable durante el proceso de solicitud. Toda la informacin que se haya compartido durante el proceso de solicitud de adaptacin se almacenar y utilizar de manera congruente con las leyes y las polticas de Manulife/John Hancock correspondientes. Para solicitar una adaptacin razonable en el proceso de solicitud, envenos un mensaje a recruitment@manulife.com.

Modalidades de Trabajo: Hbrido

Salario y beneficios: El salario variar segn las condiciones locales del mercado, la geografa y los factores relacionados con el trabajo pertinentes, como conocimiento, habilidades, calificaciones, experiencia y educacin/capacitacin. Los empleados tambin tienen la oportunidad de participar en programas de incentivos y obtener una compensacin de incentivos vinculada al desempeo comercial e individual. Pngase en contacto con recruitment@manulife.com para obtener ms informacin. Manulife/John Hancock ofrece a los empleados aptos una amplia variedad de beneficios personalizables, entre ellos, beneficios de salud, odontolgicos, de salud mental, oftalmolgicos, por discapacidad a corto y a largo plazo, cobertura de seguro de vida y por muerte accidental y desmembramiento, adopcin/subrogacin y bienestar, y planes de asistencia al empleado/familiar. Tambin ofrecemos a los empleados admisibles varios planes de ahorro para la jubilacin (incluidos planes de ahorro 401(k) o de pensiones y un plan mundial de propiedad de acciones con contribuciones equivalentes del empleador) y recursos de asesoramiento y educacin financiera. Nuestro generoso programa de das libres pagos en EE. UU. contempla hasta 11 das festivos, 3 das personales, 150 horas de vacaciones y 40 horas de licencia por enfermedad (o ms cuando lo exija la ley) por ao, y ofrecemos todos los tipos de licencias contempladas por la ley.

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

Massachusetts Staffing

Job Tags

Flexible hours,

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