Full-Time

Internal Business Associate

Posted on 11/20/2024

Manulife Financial

Manulife Financial

10,001+ employees

Provides insurance, investment, and retirement solutions

Data & Analytics
Financial Services

Entry

Atlanta, GA, USA

Hybrid position requiring in-office presence.

Category
Business Development
Business & Strategy
Required Skills
Sales
Requirements
  • Bachelor’s 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.
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 Handcock’s 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

Manulife provides a variety of financial services, including life and health insurance, wealth management, and retirement solutions. Their products help individuals, businesses, and institutions manage financial risks and grow their wealth. Manulife generates revenue through premiums from policyholders, fees for managing assets, and investment income. The company uses advanced analytics and technology to offer personalized services, setting it apart from competitors. Manulife's goal is to assist customers in achieving their financial dreams and aspirations while fostering a supportive work environment for its employees.

Company Stage

IPO

Total Funding

N/A

Headquarters

Toronto, Canada

Founded

N/A

Simplify Jobs

Simplify's Take

What believers are saying

  • Manulife's strong financial performance, as evidenced by a 6% increase in core earnings, indicates robust growth potential and stability for employees.
  • The company's focus on innovation and technology, such as the rollout of GenAI, provides opportunities for employees to work on cutting-edge projects.
  • Manulife's global reach and diverse client base offer employees exposure to international markets and varied professional experiences.

What critics are saying

  • The financial services industry is highly competitive, with potential threats from both traditional and fintech companies that could impact Manulife's market share.
  • Regulatory changes across different regions could pose compliance challenges and affect Manulife's operations.

What makes Manulife Financial unique

  • Manulife's integration of GenAI in contact centers showcases its commitment to leveraging advanced technology for enhanced customer service, setting it apart from traditional financial service providers.
  • The company's global presence across North America, Asia, and Europe allows it to tap into diverse markets, providing a competitive edge over regional players.
  • Manulife's comprehensive suite of services, including insurance, wealth management, and retirement solutions, offers a one-stop-shop for clients, unlike competitors who may specialize in only one area.

Help us improve and share your feedback! Did you find this helpful?