Business Consultant

This is a fully remote position, open to applicants in New York.

📋 Description

• Propel regional investment sales growth by enhancing current advisor partnerships.

• Create new opportunities with potential clients in the region.

• Implement a strategic market plan in cooperation with wholesaling teams and internal partners.

• Foster sales with established advisor partnerships.

• Collaborate with high-performing wholesaling teams nationwide.

• Formulate and execute a regional sales strategy alongside key business partners.

• Provide monthly updates on progress to management and senior leadership.

• Identify and apply strategies to boost market penetration and strengthen customer loyalty to Manulife products.

• Engage in office visits, seminars, conference calls, and other meetings.

• Offer expertise on Manulife product offerings and the broader investment landscape.

• Educate retail clients about Manulife products and relevant capital markets information.

• Deliver timely and audience-appropriate communications regarding fund features and performance to both current and prospective clients.

⛳️ Requirements

• Minimum of 5 years of experience in investment-related sales.

• College degree or equivalent business experience required.

• Series 7 License is mandatory.

• Ability to think strategically, cultivate positive relationships, and execute a developed plan.

• Exceptional presentation, verbal, and written communication skills.

• Strong relationship-building abilities and a passion for connecting with people.

• Relevant licenses: Series 63, 65, or 66 are preferred.

• Experience in developing and executing a regional sales strategy is preferred.

• Background in collaborating with financial advisors, wholesalers, or investment distribution teams is preferred.

• Knowledge of investment products, fund features and performance, and capital markets is preferred.

• Ability to customize communications for various client and stakeholder audiences is preferred.

• Experience in presenting at office visits, seminars, conference calls, or similar client-facing forums is preferred.

🏝️ Benefits

• Flexible work environment.

• Health insurance.

• Dental insurance.

• Mental health benefits.

• Vision insurance.

• Short- and long-term disability insurance.

• Life and AD&D insurance.

• Adoption/surrogacy benefits.

• Wellness benefits.

• Employee/family assistance plans.

• Retirement savings plans, including pension/401(k) savings plans.

• Global share ownership plan with employer matching contributions.

• Financial education and counseling resources.

• Up to 11 paid holidays each year.

• 3 personal days annually.

• 150 hours of vacation time per year.

• 40 hours of sick time per year, or more as required by law.

• Statutory leaves of absence.

• Incentive compensation based on business and individual performance.

• Support for learning and career growth.

• Equal access to employment accommodations.