Internal Business Consultant

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

Tempe, Arizona, US
Base: $45,000.00 usd - $75,000.00 usd; bonus/equit...
Hybrid
Mutual funds, etf’s, ucits, 529 plans
Morningstar workstation, advisor portal
Competitor product research
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

Job Summary

  • 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.
  • A portion of the day will consist of running and analyzing advisor portfolios to uncover opportunities and potential unforeseen issues.
  • We’ll empower you to learn and grow the career you want.

Matching Summary

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.

Salary

Base: $45,000.00 USD - $75,000.00 USD; Bonus/Equity: Incentive programs and compensation tied to performance; Benefits: Health, dental, mental health, vision, disability, life insurance, retirement savings plans, paid time off

Skills & Requirements

Must-have

  • Mutual funds, ETF’s, UCITS, 529 Plans
  • Morningstar Workstation, Advisor Portal
  • Competitor product research
  • Internal strategy understanding
  • Project leadership
  • Mentor Inside Wholesalers

Nice-to-have

  • Relationship management skills
  • Adapt quickly with creativity
  • Positive attitude and passion
  • Focus on greatest potential opportunities

Key Requirements

  • FINRA Series 7 and 63, 65, or 66 required
  • Bachelor's degree or equivalent experience
  • 1-5 years sales/consulting experience

Work Rights

Not specified

Tailored Resume

Cover Letter