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Internal Sales Consultant
Educate financial advisors on retirement solutions to enhance their product offerings.
Boston
Junior
1 week ago
Manulife
Manulife provides financial services and insurance solutions to help clients achieve their goals.
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✨ About The Role
- The Internal Sales Consultant will collaborate with a wholesaler and a relationship manager to educate financial advisors about retirement plans.
- This role involves managing and developing a territory primarily through phone, email, and web interactions.
- The ISC will leverage investment tools to provide insights that help registered representatives improve portfolio construction.
- Educating advisors on the retirement industry and discussing product differences and advantages is a key responsibility.
- The role includes assisting advisors with sold case paperwork and onboarding plans, as well as recommending optimal plan designs.
âš¡ Requirements
- The ideal candidate will have a bachelor's degree or equivalent work experience.
- A minimum of 2-3 years of progressive work experience, preferably in phone and/or sales roles, is essential.
- The candidate should possess a commitment to attain necessary securities and insurance licenses within the first four months of hire.
- A passion for growing a territory with a positive mindset is crucial for success in this role.
- Excellent relationship-building, communication, and presentation skills are necessary to effectively engage with financial advisors.
About Manulife
Manulife provides financial services and insurance solutions to help clients achieve their goals.