Internal Sales Consultant

Manulife Group; Atlanta (GA); Hybride; USD 42 000 - 70 000; Plein temps

Résumé du poste

Manulife/John Hancock is recruiting an Internal Sales Consultant in Atlanta, GA. You will educate financial advisors on 401(k) retirement plans and John Hancock solutions, work with a Regional VP to expand opportunities, and manage a defined territory primarily via phone, email, and web activity.

You will leverage tools like RPAG and FI360, design plans, assist with paperwork, and drive program execution to grow advisor books of business in a collaborative team environment.

Qualifications

• Bachelor's Degree or equivalent work experience.
• 2–3 years progressive work experience, preferably in phone and/or sales roles.
• Commitment to attain the Securities Industry Essentials, Series 6, 63 plus state licenses within 4 months of hire.
• Passion for growing a territory with a positive approach.
• Excellent relationship building, communication, presentation and negotiation skills.
• 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.

Responsabilités

• Establish and maintain relationships with Financial Advisors and Registered Investment Advisors.
• Partner with a Regional Vice President to create and implement programs that drive opportunities in the territory.
• Leverage investment tools and provide insight for reps helping them improve portfolio construction.
• Educate advisors on retirement industry and determine suitable solutions (SIMPLEs, 401(k), IRA, etc).
• Become versed in John Hancock product offers to assist advisors with plan design.
• Assist advisors and TPAs with plan paperwork and onboarding of plans.
• Recommend and strategize with TPA partners for optimal Plan Design.
• Support advisor growth by conveying John Hancock's story and industry insights.
• Develop a business strategy and annual territory plan to achieve revenue targets.
• Provide service by contacting advisor audience and analyzing needs when plans go out for RFP.
• Review current 401(k) line-up vs JH platform to ensure diverse fund coverage.
• Lead projects to implement new processes and strategies.
• Qualify new advisor prospects by business model and client composition.
• Participate in training and coaching programs for advancement within ISC and other roles.
• Adhere to integrity and professional conduct.

Connaissances

Relationship building

Communication

Presentation

Negotiation

Formation

Bachelor's Degree or equivalent

Outils

RPAG

FI360

Investment Comparison Tool

Description du poste

The Internal Sales Consultant works as a member of a team composed of a wholesaler and relationship manager who are responsible for educating financial advisors on retirement plans, particularly 401(k), and working with them to add John Hancock’s retirement solutions to their respective product offerings.

The ISC works to understand the needs and offer solutions that are aligned with the company key decision makers, the financial advisor and John Hancock. Working in conjunction with a Regional Vice President, this individual will proactively manage and cultivate their territory primarily via telephone, email and web activity. Using discretion and judgement, they will strategically manage their territory providing insight, practice management ideas and marketing support to registered representatives in their defined territory.

Position 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 demonstrate John Hancock’s story and services to gain competitive advantage, as well as, providing industry insights.
• Establish and complete a business strategy and annual territory plan with the team to achieve revenue and growth targets by: Segmentation of advisors, demonstrating 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 approach
• Excellent relationship building, communication, presentation and negotiation skills
• Superior business insight 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.

The role being advertised is an existing vacancy.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [e-mail].

Referenced Salary Location

Atlanta, Georgia

Working Arrangement

Hybrid

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 [e-mail] 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.

We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.

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.)