John Hancock · 2 hours ago
Business Development Consultant
Tempe, AZ
Full-time
Hybrid
Entry, Mid Level
2+ years expJohn Hancock is a leading international financial services provider, helping people make their decisions easier and lives better. The Business Development Specialist will partner with Business Consultants to develop and implement programs that assist advisors in building their business and increasing AUM for John Hancock Investments.
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 superior 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 interact 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 increasing 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
Qualification
Required
FINRA Series 7 and 63, 65, or 66 required
Bachelor's degree
At least 2 years of internal sales/consulting experience in the financial services industry
Preferred
Demonstrated knowledge of mutual funds and the financial advisor business model
Strong analytical, time management, organizational, and problem-solving skills
Excellent communication and presentation skills
Able to work independently and effectively manage time
Ability to influence others and collaborate with a team
This position is subject to the Securities and Exchange Commission's Pay-to-Play Rule 206(4)-5 regarding political contributions by investment advisors and their covered associates
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
Generous 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)
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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