Business Consultant - Remote

Overview

The Business Consultant role at Manulife John Hancock Investment involves engaging new and existing clients to drive sales across investment products, maintaining client relationships, and managing territory effectively.

In Short

• Engage new and existing clients to drive sales.
• Distribute a variety of investment products.
• Maintain and build client relationships.
• Conduct client-facing activities through various channels.
• Initiate new business through prospecting.
• Represent the company at events and conferences.
• Develop strong relationships with internal partners.
• Manage assigned territory effectively.
• Preferred experience in asset management wholesaling.
• Strong communication and organizational skills required.

Requirements

• Bachelor's Degree preferred.
• 3-5 years of asset management wholesaling experience.
• Series 7 and 66 or 63 licenses required.
• CFA or CIMA designation preferred.
• Excellent communication and presentation skills.
• Effective time management and organizational skills.
• Established in the local market preferred.

Benefits

• Flexible work environment.
• Wide array of customizable benefits.
• Incentive programs tied to performance.
• Generous paid time off program.
• Retirement savings plans with employer matching.
• Health, dental, and mental health benefits.