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Manulife Financial

Global financial services: insurance and investments

Internal Business Associate

Sales & TradingConfirmed live in the last 24 hours
Full-timeTempe, AZ, USA

About the Job

Requirements

  • Completion of the Series 7 and Series 66 securities licenses within 120 days of hire is required.
  • Curiosity about capital markets is required.
  • A desire to acquire sales experience in the financial services industry is required.
  • Relationship management skills and the ability to work in a team environment are required.
  • Strong time management, organizational, and problem-solving skills are required.
  • The ability to learn and adapt quickly while applying creativity is required.
  • The ability to work in a fast-paced environment is required.

Responsibilities

  • Establish and nurture relationships with Internal Sales Management and Internal Business Consultants.
  • Research and thoroughly analyze competitor products to understand how those products interact with the overall composition of clients’ portfolios.
  • Partner with Internal Business Consultants to provide reporting, analysis, and insights to registered representatives, helping them identify investment opportunities and proactively uncover potential market issues to improve portfolio construction.
  • Work alongside Internal Business Consultants to identify 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 with other internal departments to understand John Hancock’s internal strategies.
  • Partner on department-initiative projects to implement new processes and sales strategies across territories.
  • Serve as a priority point of contact for inbound sales inquiries and potential client relationship-development opportunities.
  • Assist with the Continuing Education reporting process for large events.
  • Help drive attendance at local events hosted by external organizations.
  • Complete the Securities Industry Essentials (SIE), Series 7, and Series 66 licensing requirements within 120 days, with structured training and paid study time provided during work hours.

Desired Qualifications

  • A Bachelor’s degree or equivalent experience in Business, Commerce, Economics, Analytics, Mathematics, Statistics, or a similar program is helpful.
  • Completion of the Securities Industry Essentials (SIE) exam is preferred.

About the Company

Manulife Financial

Global financial services: insurance and investments

Manulife Financial is a global financial services provider offering a wide range of insurance and investment solutions. It serves individuals, businesses, and institutions with products such as life and health insurance, wealth management, and retirement plans. Customers fund these products through premiums, fees for asset management, and investment income earned on invested assets. Manulife uses analytics and technology to tailor services and improve efficiency, aiming to help clients protect their finances, grow their wealth, and plan for retirement. The company differentiates itself through its large international presence in North America, Asia, and Europe, its breadth of products, and its emphasis on data-driven insights to personalize offerings. Its goal is to help customers achieve their financial goals and aspirations by providing comprehensive, paid-for financial solutions and ongoing support across multiple regions.

Company size
10,001+
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1887

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