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Specialist
Manulife Financial
Boston, MA, United States
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Job Description:
Are you looking for unlimited opportunities to develop and succeed? With work that challenges and makes a difference, within a flexible and supportive environment, we can help our customers achieve their dreams and aspirations.
Job Description
Job Summary
The 529 Specialist will partner with external Business Consultants to create, develop and implement programs that help advisors build their business and increase John Hancock Investments AUM. Using discretion and judgement they will strategically manage their territory providing insight, advice, practice management ideas and product updates to registered representatives. 529 expertise, as well as working knowledge of mutual funds, ETFs, UCITS, and Separately Managed Accounts is required.
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 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.
• Build networks and relationships with internal and external wholesaler partners to meet or exceed business objectives.
• Handle incoming phone calls and requests for information, sales and marketing material and illustrations in a professional and timely manner.
• Travel 15 - 20% to interact with field sales team members and to deliver educational presentations.
Qualifications:
• FINRA Series 6 or 7 and 63, 65, or 66 required.
• Bachelor’s degree.
• At least 2 years of internal sales experience in the financial services industry.
• Demonstrated knowledge of 529 college savings plans and mutual funds.
• Excellent communication and presentation skills.
• Able to work independently, manage time and a travel budget effectively.
• Ability to influence others and collaborate with a team.
• Ability to analyze sales figures and determine a strategic plan of action.
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JOHN HANCOCK IS AN EQUAL OPPORTUNITY EMPLOYER - AA/F/M/D/V
If you are ready to unleash your potential it’s time to start your career with Manulife/John Hancock.
About Manulife
Manulife Financial Corporation is a leading international financial services group that helps people achieve their dreams and aspirations by putting customers' needs first and providing the right advice and solutions. We operate as John Hancock in the United States and Manulife elsewhere. We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions. At the end of 2016, we had approximately 35,000 employees, 70,000 agents, and thousands of distribution partners, serving more than 22 million customers. At the end of 2016, we had $977 billion (US$728 billion) in assets under management and administration, and in the previous 12 months we made almost $26 billion in payments to our customers.
Our principal operations are in Asia, Canada and the United States where we have served customers for more than 100 years. With our global headquarters in Toronto, Canada, we trade as 'MFC' on the Toronto, New York, and the Philippine stock exchanges and under '945' in Hong Kong.
Manulife is committed to supporting a culture of diversity and accessibility across the organization. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will consult with applicants contacted to participate at any stage of the recruitment process who request an accommodation. Information received regarding the accommodation needs of applicants will be addressed confidentially.