Internal Sales Consultant
Manulife Financial, Boston, MA, United States
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 Hancock’s 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 client’s needs. (SIMPLEs, 401(k), Individual IRA’s, Cash Balance plans, DB plans, non-qualified, etc).
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 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 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 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
We’ll empower you to learn and grow the career you want.
We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
As part of our global team, we’ll support you in shaping the future you want to see.
If you are applying to this role in Massachusetts, please note the salary range is $42,000 - $70,000 USD. Additionally, employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.
マニュライフとジョン・ハンコックについて
マニュライフ・ファイナンシャル・コーポレーションは、「あなたの未来に、わかりやすさを」を提供する、国際的な大手金融サービスプロバイダーです。当社について詳しくは
https://www.manulife.co.jp/ をご覧ください。
マニュライフは機会均等を是とする雇用主です
マニュライフ/ジョン・ハンコックでは、多様性を受け入れます。私たちは、サービス提供先であるお客さまと同様に、多様な人材を引きつけ、育成し、定着させ、文化や個人の力を受け入れる包括的な職場環境を促進するよう努めています。当社は公正な採用、定着、昇進、報酬に努めています。当社のすべての慣行およびプログラムは、人種、祖先、出身地、肌の色、民族的出自、市民権、宗教または宗教的信念、信条、性別（妊娠および妊娠関連の状態を含む）、性的指向、遺伝的特徴、退役軍人としての地位、性自認、性に関する表明、年齢、婚姻状況、家族状況、障害、または適用法で保護されるその他の要因に対する一切の差別を行うことなく管理されます。
雇用への平等なアクセスを提供するために、障壁を取り除くことが当社の優先事項です。人事担当者は、応募者が応募プロセス中に合理的配慮を要求する場合に協力します。配慮要求のプロセス中に共有されるすべての情報は、適用される法律およびマニュライフ/ジョン・ハンコックのポリシーに準拠した方法で保存および使用されます。申請プロセスにおいて合理的配慮を要求するには
hr@manulife.com にご連絡をお願いします。
Referenced Salary Location Boston, Massachusetts
Working Arrangement ハイブリッド勤務
Salary range is expected to be between $42,000.00 USD - $70,000.00 USD
Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact hr@manulife.com for the salary range for your location.
Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence.
I Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify
Company: John Hancock Life Insurance Company (U.S.A.)
#J-18808-Ljbffr
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 client’s needs. (SIMPLEs, 401(k), Individual IRA’s, Cash Balance plans, DB plans, non-qualified, etc).
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 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 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 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
We’ll empower you to learn and grow the career you want.
We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
As part of our global team, we’ll support you in shaping the future you want to see.
If you are applying to this role in Massachusetts, please note the salary range is $42,000 - $70,000 USD. Additionally, employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.
マニュライフとジョン・ハンコックについて
マニュライフ・ファイナンシャル・コーポレーションは、「あなたの未来に、わかりやすさを」を提供する、国際的な大手金融サービスプロバイダーです。当社について詳しくは
https://www.manulife.co.jp/ をご覧ください。
マニュライフは機会均等を是とする雇用主です
マニュライフ/ジョン・ハンコックでは、多様性を受け入れます。私たちは、サービス提供先であるお客さまと同様に、多様な人材を引きつけ、育成し、定着させ、文化や個人の力を受け入れる包括的な職場環境を促進するよう努めています。当社は公正な採用、定着、昇進、報酬に努めています。当社のすべての慣行およびプログラムは、人種、祖先、出身地、肌の色、民族的出自、市民権、宗教または宗教的信念、信条、性別（妊娠および妊娠関連の状態を含む）、性的指向、遺伝的特徴、退役軍人としての地位、性自認、性に関する表明、年齢、婚姻状況、家族状況、障害、または適用法で保護されるその他の要因に対する一切の差別を行うことなく管理されます。
雇用への平等なアクセスを提供するために、障壁を取り除くことが当社の優先事項です。人事担当者は、応募者が応募プロセス中に合理的配慮を要求する場合に協力します。配慮要求のプロセス中に共有されるすべての情報は、適用される法律およびマニュライフ/ジョン・ハンコックのポリシーに準拠した方法で保存および使用されます。申請プロセスにおいて合理的配慮を要求するには
hr@manulife.com にご連絡をお願いします。
Referenced Salary Location Boston, Massachusetts
Working Arrangement ハイブリッド勤務
Salary range is expected to be between $42,000.00 USD - $70,000.00 USD
Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact hr@manulife.com for the salary range for your location.
Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence.
I Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify
Company: John Hancock Life Insurance Company (U.S.A.)
#J-18808-Ljbffr