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Manulife · 11 hours ago

Internal Business Associate

Tempe, AZ

Full-time

Hybrid

New Grad, Entry Level

Manulife is a leading international financial services provider, and they are seeking an Internal Business Associate to support the Sales Management Team and Internal Business Consultants. The role involves assisting in the development and implementation of programs that help advisors grow their business and increase assets under management.

FinanceFinancial ExchangesFinancial Services

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

Qualification

Series 7 licenseSeries 66 licenseCapital Markets knowledgeRelationship managementTime managementOrganizational skillsProblem-solving skillsAdaptabilityCreativityTeamwork

Required

Bachelor's degree or equivalent experience in Business, Commerce, Economics Analytics/Mathematics/ Statistics, or similar program is helpful

Proven curiosity about Capital Markets

Desire to acquire 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 passion and a positive attitude

Completion of Series 7 and Series 66 securities licenses within 120 days of hire

Benefits

Health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans

Various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions)

Financial education and counseling resources

Up to 11 paid holidays

3 personal days

150 hours of vacation

40 hours of sick time (or more where required by law)