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John Hancock · 14 hours ago

Internal Sales Consultant

Boston, MA

Full-time

Hybrid

Entry, Mid Level

$42K/yr - $70K/yr

2+ years exp

John Hancock is a leading international financial services provider, helping people make their decisions easier and lives better. The Internal Sales Consultant collaborates with a team to educate financial advisors about retirement plans and integrates John Hancock’s retirement solutions into their product portfolios.

Financial ServicesMedicalSecurity

Work & Life Balance

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

Qualification

Securities Industry EssentialsSeries 6Series 63Retirement plan productsAnalytical skillsBusiness acumenCommunication skillsNegotiation skillsPresentation skillsProblem-solving skills

Required

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

Benefits

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

Various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions)

Financial education and counseling resources

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

Full range of statutory leaves of absence