Internal Business Consultant

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

Tempe, Arizona, United States
Base: $45,000.00 - $75,000.00 usd; bonus/equity: i...
Hybrid
Finra series 7 and 63 or 65 or 66 license
Expertise in mutual funds etfs and ucits
Proficiency with morningstar workstation tools
The Internal Business Consultant will partner with external consultants to develop programs that help advisors build their business and increase John Hancock Investments AUM

Job Summary

  • The Internal Business Consultant will partner with external consultants to develop programs that help advisors build their business and increase John Hancock Investments AUM.
  • This role requires outstanding research and analytic capabilities to run and analyze advisor portfolios using tools like Morningstar Workstation and John Hancock Portfolio Insight.
  • Employees enjoy a flexible environment with well-being support, customizable benefits including health and retirement plans, and up to 150 hours of vacation annually.

Matching Summary

The Internal Business Consultant will partner with external consultants to develop programs that help advisors build their business and increase John Hancock Investments AUM.

Salary

Base: $45,000.00 - $75,000.00 USD; Bonus/Equity: Incentive compensation tied to performance; Benefits: Health, dental, vision, 401(k) match, 150 hours vacation

Skills & Requirements

Must-have

  • FINRA Series 7 and 63 or 65 or 66 license
  • Expertise in mutual funds ETFs and UCITS
  • Proficiency with Morningstar Workstation tools
  • 1-5 years sales or consulting experience
  • Strong analytical and research capabilities

Nice-to-have

  • Ability to work in fast paced high call volume
  • Mentoring skills for new Inside Wholesalers
  • Experience with competitor product research
  • Positive attitude and adaptability
  • Collaborative team environment skills

Key Requirements

  • FINRA Series 7 and 63/65/66 required
  • Bachelor's degree or equivalent experience
  • 1-5 years sales or consulting experience
  • Solid understanding of 529 College Savings Plans
  • Proven relationship management skills

Work Rights

Not specified

Tailored Resume

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