
Internal Business Associate at John Hancock
Fitchburg State University · Consumer Services
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Job Description:
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 Hancock’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