Internal Sales Consultant
Manulife - Boston, MA
Apply NowJob Description
The Internal Sales Consultant collaborates with a team that includes a wholesaler and a relationship manager to educate financial advisors about retirement plans, focusing on 401(k) offerings, and to integrate John Hancocku2019s retirement solutions into their product portfolios. The ISC identifies needs and delivers solutions that align with the priorities of both the company's key decision-makers and the financial advisors. Partnering with a Regional Vice President, the ISC will proactively manage and develop their territory, primarily through phone, email, and web interactions. They will use their discretion and judgment to strategically oversee their territory, offering insights, practice management ideas, and marketing support to registered representatives within the designated area. 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. Discuss the differences and advantages of products to help determine what solution best suits their clientu2019s needs. (SIMPLEs, 401(k), Individual IRAu2019s, Cash Balance plans, DB plans, non-qualified, etc). + Become well versed in JHu2019s product offers as well as other providers to assist advisors in determining the product that best meets their clientu2019s need. A central part of this is assisting with plan design. + 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 advisoru2019s business growth by helping them leverage John Hancocku2019s 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 by: Segmentation of advisors, leveraging partners (DCIO/TPA) to find additional opportunities, and identifying innovative approaches to help current advisors grow their book of business. + Provide service and support by contacting advisor audience by soliciting/prioritizing opportunities and analyzing needs (pricing, service issues, features) when existing plans go out for RFP + Review investment line-up from current 401(k) provider, analyze and compare to the JH platform to ensure the plan sponsor has appropriate and diverse fund line-up offering providing full style box coverage. + 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 within the ISC role and other firm wide sales, marketing, and management related functions + Adhere to the highest levels of integrity and professional conduct Required Qualifications: + 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 When you join our team: + Weu2019ll empower you to learn and grow the career you want. + Weu2019ll recognize and support you in a flexible environment where well-being and inclusion are more than just words. + As part of our global team, weu2019ll support you in shaping the future you want to see #LI-JH Acerca de Manulife y John Hancock Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera mu00e1s fu00e1cil y a vivir mejor. Para obtener mu00e1s informaciu00f3n acerca de nosotros, visite . Manulife es un empleador que ofrece igualdad de oportunidades En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retenciu00f3n de talento, el ascenso y la remuneraciu00f3n, y administramos todas nuestras pru00e1cticas y programas sin discriminaciu00f3n por motivos de raza, ascendencia, lugar de origen, color, origen u00e9tnico, ciudadanu00eda, religiu00f3n o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientaciu00f3n sexual, caracteru00edsticas genu00e9ticas, condiciu00f3n de veterano, identidad de gu00e9nero, expresiu00f3n de gu00e9nero, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente. Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajaru00e1 con los solicitantes que requieran una adaptaciu00f3n razonable durante el proceso de solicitud. Toda la informaciu00f3n que se haya compartido durante el proceso de solicitud de adaptaciu00f3n se almacenaru00e1 y utilizaru00e1 de manera congruente con las leyes y las polu00edticas de Manulife/John Hancock correspondientes. Para solicitar una adaptaciu00f3n razonable en el proceso de solicitud, envu00edenos un mensaje a . Modalidades de Trabajo Hu00edbrido Salario y beneficios El salario variaru00e1 segu00fan las condiciones locales del mercado, la geografu00eda y los factores relacionados con el trabajo pertinentes, como conocimiento, habilidades, calificaciones, experiencia y educaciu00f3n/capacitaciu00f3n. Los empleados tambiu00e9n tienen la oportunidad de participar en programas de incentivos y obtener una compensaciu00f3n de incentivos vinculada al desempeu00f1o comercial e individual. Pu00f3ngase en contacto con para obtener mu00e1s informaciu00f3n. Manulife/John Hancock ofrece a los empleados aptos una amplia variedad de beneficios personalizables, entre ellos, beneficios de salud, odontolu00f3gicos, de salud mental, oftalmolu00f3gicos, por discapacidad a corto y a largo plazo, cobertura de seguro de vida y por muerte accidental y desmembramiento, adopciu00f3n/subrogaciu00f3n y bienestar, y planes de asistencia al empleado/familiar. Tambiu00e9n ofrecemos a los empleados admisibles varios planes de ahorro para la jubilaciu00f3n (incluidos planes de ahorro 401(k) o de pensiones y un plan mundial de propiedad de acciones con contribuciones equivalentes del empleador) y recursos de asesoramiento y educaciu00f3n financiera. Nuestro generoso programa de du00edas libres pagos en EE. UU. contempla hasta 11 du00edas festivos, 3 du00edas personales, 150 horas de vacaciones y 40 horas de licencia por enfermedad (o mu00e1s cuando lo exija la ley) por au00f1o, y ofrecemos todos los tipos de licencias contempladas por la ley. Conozca sus derechos ( Permiso Familiar y Mu00e9dico Ley de Protecciu00f3n del Empleado contra el Examen Poligru00e1fico ( Derecho al Trabajo Verificaciu00f3n Electru00f3nica (E- Verify ) Transparencia Salarial (English_formattedESQA508c.pdf) Company: John Hancock Life Insurance Company (U.S.A.)
Created: 2025-12-05