Houston Retirement Plan Wholesaler — Remote Growth Leader

Manulife/John Hancock; Texas; Hybrid; USD 100.000 - 175.000; Vollzeit

Zusammenfassung

Manulife/John Hancock is seeking an external wholesaler to drive core market retirement plan sales in the Houston, TX area, covering up to $2 million in assets and promoting our FutureStep, Signature, Enterprise and FutureChoice products through financial advisors and third party administrators. Must be strong at positioning value drivers along with recordkeeping sales wherever practical.

You will work with internal sales desks and plan sponsors, provide ERISA consultative sales support,

Qualifikationen

• Active and maintained required licenses: Series 6, 63 and Life and Annuity Life Insurance.
• 3+ years of industry experience in retirement plan sales or ERISA related roles.
• Outstanding communication, negotiation, and presentation skills.

Aufgaben

• Proficiency in John Hancock RPS products and service models.
• Assist with RFP preparation and sales coordination.
• Provide consultative sales support to advisors, consultants, and plan sponsors.
• Interpret plan documents and SPDs; stay current on plan design developments.

Kenntnisse

Series 6 & 63 licenses

ERISA knowledge

Strong communication

Travel availability

Ausbildung

Bachelor's Degree

Jobbeschreibung

Manulife/John Hancock is seeking an external wholesaler to drive core market retirement plan sales in the Houston, TX area, covering up to $2 million in assets and promoting our FutureStep, Signature, Enterprise and FutureChoice products through financial advisors and third party administrators. Must be strong at positioning value drivers along with recordkeeping sales wherever practical.

You will work with internal sales desks and plan sponsors, provide ERISA consultative sales support,