John Hancock · 17 hours ago
Internal Business Consultant
Boston, MA
Full-time
Hybrid
Entry, Mid Level
$45K/yr - $75K/yr
1+ years expJohn Hancock is a leading international financial services provider, and they are seeking an Internal Business Consultant to partner with external consultants to develop and implement programs for advisors. The role involves analyzing portfolios, providing insights, and mentoring new team members to enhance business growth.
Financial ServicesMedicalSecurity
Responsibilities
A portion of the day will consist of running and analyzing advisor portfolios to uncover opportunities and potential unforeseen issues
This 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’ portfolios
Leverage 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 construction
Review and research advisor websites, LinkedIn, and data packs to personalize practice management and business building solutions
Participate in roundtable discussions and feedback sessions growing industry knowledge and product expertise
Maintain competitive intelligence by attending meetings and engaging other internal departments to understand John Hancock's internal strategies
Lead projects for department initiatives to fully implement new processes, strategies, and more
Act as a mentor to new Inside Wholesalers and assist in development, implementation, and delivery of training classes for the Investments sales desk
Act as Fund/Firm/Separate Account/Marketing Liaison. Relay a positive attitude about department initiatives and stand behind decisions of management
Qualification
Required
FINRA Series 7 and 63, 65, or 66 required
Bachelor's degree or equivalent experience
1-5 years of sales/consulting experience preferably within the financial services industry
Proven relationship management skills, including the ability to work in a team environment
Strong analytical time management, interpersonal, and problem-solving skills
Ability to learn and adapt quickly while applying creativity
Ability to work in a changing fast paced high call volume environment, with passion and a positive attitude
Collaborate with internal and external resources to meet business needs
Prioritizing work to ensure that the largest opportunities are completed
Use segmentation information provided to focus on the opportunities with the greatest future potential in a given territory
Benefits
Health
Dental
Mental health
Vision
Short- and long-term disability
Life and AD&D insurance coverage
Adoption/surrogacy and wellness benefits
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)
The full range of statutory leaves of absence
Company
John Hancock
John Hancock provides financial solutions, including life insurance, mutual funds, and long-term care insurance.
10001+ employees
H1B Sponsorship
John Hancock has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (42)
2024 (53)
2023 (44)
2022 (53)
2021 (45)
2020 (58)
Funding
Current Stage
Late StageLeadership Team
H
Hector Martinez
Head of Insurance
Recent News
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