Internal Business Consultant

Manulife is a leading international financial services provider, and they are seeking an Internal Business Consultant to partner with an external Business Consultant to develop and implement programs that help advisors build their business. This role involves analyzing advisor portfolios, providing insights, and mentoring new Inside Wholesalers.ResponsibilitiesA portion of the day will consist of running and analyzing advisor portfolios to uncover opportunities and potential unforeseen issuesThis individual must have outstanding research and analytic capabilities. They must be able to research competitor products, gain a high proficiency in those products, and understand how those products will get along with the overall composition of our clients’ portfoliosLeverage tools including Morningstar Workstation, Morningstar Advisor Portal and John Hancock Portfolio Insight to perform analysis and provide insight and advice for registered representatives helping them improve portfolio constructionReview and research advisor websites, LinkedIn, and data packs to personalize practice management and business building solutionsParticipate in roundtable discussions and feedback sessions growing industry knowledge and product expertiseMaintain competitive intelligence by attending meetings and engaging other internal departments to understand John Hancock's internal strategiesLead projects for department initiatives to fully implement new processes, strategies, and moreAct as a mentor to new Inside Wholesalers and assist in development, implementation, and delivery of training classes for the Investments sales deskAct as Fund/Firm/Separate Account/Marketing Liaison. Relay a positive attitude about department initiatives and stand behind decisions of managementSkillsFINRA Series 7 and 63, 65, or 66 requiredBachelor's degree or equivalent experience1-5 years of sales/consulting experience preferably within the financial services industryProven relationship management skills, including the ability to work in a team environmentStrong analytical time management, interpersonal, and problem-solving skillsAbility to learn and adapt quickly while applying creativityAbility to work in a changing fast paced high call volume environment, with passion and a positive attitudeCollaborate with internal and external resources to meet business needsPrioritizing work to ensure that the largest opportunities are completedUse segmentation information provided to focus on the opportunities with the greatest future potential in a given territoryBenefitsHealth, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plansVarious retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions)Financial education and counseling resourcesGenerous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each yearFull range of statutory leaves of absenceCompany OverviewManulife is a leading international financial services group that helps people make their decisions easier and lives better. It was founded in 1887, and is headquartered in Toronto, Ontario, CAN, with a workforce of 10001+ employees. Its website is http://www.manulife.com/.



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