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Internal Business Associate

Company: Manulife and John Hancock
Location: Tempe
Posted on: April 23, 2024

Job Description:

We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today.

Working Arrangement

Hybrid

Job Description

The opportunity

The Internal Business Associate will assist members of the Internal Sales Management Team and the group of Internal Business Consultants with their day-to-day activities, as well as ongoing projects. These activities include, but are not limited to: running reports, conducting research on clients, and attending all team meetings and trainings. This role will allow you to learn the ins and outs of our business and will build a great foundation for your career.

As part of this role, you are required to obtain 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 of these licenses and will provide you with requisite training, and time to study during regular business hours in addition to other responsibilities listed above, so that you are fully prepared for these exams. Preferably before your start date, you will also need to obtain your Securities Industry Essentials (SIE) Exam. We will also provide reimbursement for exam materials if needed.

Responsibilities

  • Establish and cultivate relationships with Internal Sales Management and Internal Business Consultants
  • Uncover opportunities that could enhance the efficiency and effectiveness of the Internal Sales Desk
  • Provide superior support by providing timely reports, conducting research, and collaborating on ongoing projects
  • Participate in roundtable discussions and feedback sessions around effective sales strategies
  • Maintain competitive intelligence by attending meetings, engaging other internal departments to understand John Hancock's internal strategies.
  • Serve as priority point of contact for all inbound sales inquiries and potential client relationship development opportunities
  • Support the chat functionality on www.jhinvestments.com with financial advisors
  • Help coordinate advisor events and attendance partnering with colleagues in your division
  • Assist in Continuing Education (CE) reporting process for large events
  • Help drive attendance to local events hosted by externals What motivates you?
    • You obsess about customers, listen, engage and act for their benefit.
    • You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.
    • You thrive in teams and enjoy getting things done together.
    • You take ownership and build solutions, focusing on what matters.
    • You do what is right, work with integrity and speak up.
    • You share your humanity, helping us build a diverse and inclusive work environment for everyone. What we are looking for
      • Interest in Capital Markets
      • Bachelor's Degree
      • Desire to obtain sales experience within the financial services industry
      • Demonstrated relationship management skills, including the ability to work in a team environment
      • Strong time management, organizational, and problem-solving skills
      • Ability to work in a changing fast paced environment, with enthusiasm and a positive attitude.
      • 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.

        Important Note:
        Although we list out what we generally look for, we are very likely missing other attributes and skills that you have that could make you a great fit, but are not currently listed. Research has shown this especially applies to women and other marginalized groups, who tend to apply if they check 100% of every box, versus men who apply if they hit roughly 60%. The point we're getting at, it doesn't hurt to take a chance and apply! What can we offer you?
        • A competitive salary and benefits packages.
        • A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.
        • A focus on growing your career path with us.
        • Flexible work policies and strong work-life balance.
        • Professional development and leadership opportunities. Our commitment to you
          • Values-first culture
            We lead with our Values every day and bring them to life together.
          • Boundless opportunity
            We create opportunities to learn and grow at every stage of your career.
          • Continuous innovation
            We invite you to help redefine the future of financial services.
          • Delivering the promise of Diversity, Equity and Inclusion
            We foster an inclusive workplace where everyone thrives.
          • Championing Corporate Citizenship
            We build a business that benefits all stakeholders and has a positive social and environmental impact.

            About Manulife and John Hancock

            Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as 'MFC' on the Toronto, New York, and the Philippine stock exchanges, and under '945' in Hong Kong.

            Manulife is an Equal Opportunity Employer

            At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

            It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact recruitment@manulife.com.

            Salary & Benefits

            Salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Please contact recruitment@manulife.com for additional information.

            Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including 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. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our 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) each year, and we offer the full range of statutory leaves of absence.

            Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify I Pay Transparency

            Company: John Hancock Life Insurance Company (U.S.A.)

Keywords: Manulife and John Hancock, Maricopa , Internal Business Associate, Other , Tempe, Arizona

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