Internal Sales Consultant

Internal Sales Consultant

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 IRAs, 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.

Manulife Financial Corporation is an important international provider of financial services that helps people make decisions in an easier way and live better. For more information about us, visit www.manulife.com.

Manulife is an employer that offers equal opportunities.

In Manulife/John Hancock, we value our diversity. We strive to attract, train, and retain a workforce as diverse as the clients we serve, and to foster an inclusive work environment where the strengths of cultures and people are leveraged. We are committed to equity in hiring, retention, advancement, and compensation, and we manage all our practices and programs without discrimination based on race, ancestry, place of origin, color, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other aspect protected by current law. Our priority is to eliminate barriers to ensure equal access to employment. A human resources representative will work with applicants who require reasonable accommodation during the application process. All information shared during the application process for reasonable accommodation will be stored and used in a manner consistent with Manulife/John Hancock's corresponding laws and policies. To request a reasonable accommodation in the application process, please send us a message at recruitment@manulife.com.

Work modalities: Hybrid.

Salary and benefits: The salary will vary according to local market conditions, geography, and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and obtain incentive compensation linked to commercial and individual performance. Contact recruitment@manulife.com for more information.

Manulife/John Hancock offers eligible employees a wide variety of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and accidental death and dismemberment insurance coverage, adoption/surrogacy, and wellness, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including 401(k) or pension plans and a global stock ownership plan with employer matching contributions) and financial counseling and education resources. Our generous paid time off program in the US includes up to 11 holidays, 3 personal days, 150 vacation hours, and 40 sick hours (or more when required by law) per year, and we offer all types of leave contemplated by law.

Know your rights (https://www.dol.gov/agencies/ofccp/posters)

Family and Medical Leave

Employee Protection Against Polygraph Examination

Right to Work

Electronic Verification (E-Verify)

Salary Transparency (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf)

Company: John Hancock Life Insurance Company (U.S.A.)