Description
Those who join our Internal Business Associate role, have an exciting opportunity to partner with Internal Business Consultants and the Sales Management Team to support the creation, development and implementation of programs that help advisors grow their business and increase John Hancock Investments AUM. In this role, you will assist the Internal Business Consultants with strategically handling a territory, while aiding in research, reporting, providing insights, advice, practice management ideas and product updates to registered representatives. In this role you will develop a strong understanding of mutual funds, ETF’s, UCITS, 529 College Savings Plans and Separately Managed Accounts.
As part of the requirements for this role, you will need to acquire the Series 7 and Series 66 securities licenses within 120 days of hire so that you can then begin your career as a licensed financial professional. We will cover all costs associated with acquiring these licenses and will provide you with requisite training, and time to study during regular business hours to support you in being fully prepared for these exams. You will also need to complete your Securities Industry Essentials (SIE) exam. We will also provide reimbursement for these exam materials.
Position 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
Required Qualifications:
- 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.
