Full-Time

Internal Business Associate

Posted on 3/6/2025

Manulife

Manulife

No salary listed

Entry

Tempe, AZ, USA

This is a hybrid position, which implies that the candidate will need to work in-office some days.

Category
Business Research
Business Development
Business & Strategy
Required Skills
Data Analysis
Requirements
  • Completion of SIE strongly preferred
  • Bachelor’s degree in Business, Commerce, Economics preferred
  • 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.
Desired Qualifications
  • Completion of SIE strongly preferred
  • Bachelor’s degree in Business, Commerce, Economics preferred
  • Analytics/Mathematics/Statistics, or similar program is preferred

Company Size

N/A

Company Stage

N/A

Total Funding

N/A

Headquarters

null

Founded

N/A

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Simplify's Take

What believers are saying

  • Increased focus on digital health solutions enhances customer engagement for Manulife.
  • Personalized insurance products allow Manulife to offer tailored solutions to customers.
  • Blockchain technology integration offers Manulife enhanced security and efficiency in claims processing.

What critics are saying

  • Rising interest rates may reduce demand for Manulife's life insurance products.
  • Increased competition from digital innovators could challenge Manulife's market position.
  • Regulatory scrutiny on data privacy may increase compliance costs for Manulife.

What makes Manulife unique

  • Manulife's focus on employee wellbeing sets it apart in the insurance industry.
  • The company integrates ESG factors into its investment strategies, promoting sustainability.
  • Manulife leverages AI and machine learning for improved underwriting and risk assessment.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401(k) Retirement Plan

401(k) Company Match

Paid Vacation

Paid Sick Leave

Hybrid Work Options

Wellness Program

Mental Health Support

Employee Assistance Plans

INACTIVE