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Internal Business Associate at Manulife - ApplyBlast

Internal Business Associate

Manulife

5 months ago

3.9 on Glassdoor

Tempe, Arizona

Hybrid

Full Time

Junior

0 applicants

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About this role

An Internal Business Associate will partner with Consultants and Sales Management to develop programs that help advisors grow their business and increase assets under management. This role involves research, reporting, providing market insights, and managing product updates while gaining expertise in mutual funds and separably managed accounts. Candidates must obtain Series 7, Series 66, and SIE securities licenses within 120 days of hire.

Responsibilities

Conduct research and analyze competitor products for portfolio integration
Provide reporting, analysis, and insights to registered representatives
Unveil opportunities to improve efficiency of the Internal Sales Desk
Serve as primary contact for inbound sales inquiries and client development
Partner on initiatives to implement new sales strategies across territories

Skills

Qualifications

Securities Industry Essentials (SIE) examSeries 7 LicenseSeries 66 LicenseBachelor’s degree in Business, Economics, Analytics/Mathematics, or Statistics

About Manulife

manulife.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

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Manulife is a leading financial services group. We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions.