Internal Sales Consultant
3 days ago
Internal Sales Consultant
Location: Boston, Massachusetts or Atlanta, Georgia
Time Type: Full-time
Posted: 20 days ago
Application Deadline: November 30, 2024
The Internal Sales Consultant works as a member of a team composed of a wholesaler and relationship manager who are responsible for educating financial advisors on retirement plans, particularly 401(k), and working with them to add John Hancock’s retirement solutions to their respective product offerings. The ISC works to understand the needs and offer solutions that are aligned with the company key decision makers, the financial advisor and John Hancock.
Responsibilities
- Establish and maintain relationships with Financial Advisors and Registered Investment Advisors.
- Partner with a Regional Vice President in the field to create, develop and implement programs that drive opportunities in their territory.
- Leverage Investment Tools (RPAG, FI360, John Hancock Investment Comparison Tool) and provide insight for registered representatives helping them improve portfolio construction.
- Educate advisors on the retirement industry and discuss the differences and advantages of products to help determine what solution best suits their client’s needs.
- Become well versed in JH’s product offers as well as other providers to assist advisors in determining the product that best meets their client’s needs.
- Assist advisors and TPAs with sold case paperwork and the onboarding of plans.
- Recommend and strategize with TPA Partners to develop unique and optimal Plan Design for each Plan Sponsor/401k Plan.
- Support the advisor’s business growth by helping them leverage John Hancock’s story and services to gain competitive advantage, as well as providing industry insights.
- Establish and execute a business strategy and annual territory plan with the team to achieve revenue and growth targets.
- Provide service and support by contacting advisor audience by soliciting/prioritizing opportunities and analyzing needs.
- Review investment line-up from current 401(k) provider, analyze and compare to the JH platform.
- Lead projects for department initiatives to fully implement new processes, strategies, and more.
- Qualify new advisor prospects by gaining insight on their business model and composition of current clients.
- Participate in training and coaching development programs to enhance skills and provide opportunities for advancement.
- Adhere to the highest levels of integrity and professional conduct.
What motivates you?
- You obsess about customers, listen, engage and act for their benefit.
- You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.
- You thrive in teams and enjoy getting things done together.
- You take ownership and build solutions, focusing on what matters.
- You do what is right, work with integrity and speak up.
- You share your humanity, helping us build a diverse and inclusive work environment for everyone.
What we are looking for
- Bachelor's Degree or equivalent work experience.
- A minimum of 2-3 years progressive work experience, preferably in phone and/or sales type roles.
- A commitment to attain the Securities Industry Essentials, Series 6, 63 plus state insurance and variable licenses within 4 months of hire.
- Passion for growing a territory with a positive mindset.
- Excellent relationship building, communication, presentation and negotiation skills.
- Superior business acumen especially with retirement plan products and intermediary strategies.
- Versatility to use multiple tools and systems to efficiently research and prepare competitive proposals for advisors.
- Honed analytical and problem-solving skills particularly in relation to providing guidance and managing a territory.
What can we offer you?
- A competitive salary and benefits package.
- A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.
- A focus on growing your career path with us.
- Flexible work policies and strong work-life balance.
- Professional development and leadership opportunities.
Our commitment to you
- Values-first culture: We lead with our Values every day and bring them to life together.
- Boundless opportunity: We create opportunities to learn and grow at every stage of your career.
- Continuous innovation: We invite you to help redefine the future of financial services.
- Delivering the promise of Diversity, Equity and Inclusion: We foster an inclusive workplace where everyone thrives.
- Championing Corporate Citizenship: We build a business that benefits all stakeholders and has a positive social and environmental impact.
#LI-JH
About Manulife and John Hancock
La Société Financière Manuvie est un chef de file mondial des services financiers qui aide les gens à prendre leurs décisions plus facilement et à vivre mieux. Pour en apprendre plus à notre sujet, rendez vous à l’adresse
Manuvie est un employeur qui souscrit au principe de l’égalité d’accès à l’emploi.
À Manuvie/John Hancock, nous embrassons notre diversité. Nous nous efforçons d’attirer, de perfectionner et de maintenir un effectif qui est aussi varié que nos clients, et de favoriser la création d’un milieu de travail inclusif.
Nous nous sommes donné comme priorité d’éliminer les obstacles à l’accès égalitaire à l’emploi.
Work Schedule : Hybrid
Salary and Benefits : The salary varies based on local market conditions, geography, and relevant factors related to the position.
Manulife/John Hancock offers eligible employees a wide array of customizable benefits.
Company: John Hancock Life Insurance Company (U.S.A.)
About Us #J-18808-Ljbffr-
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