Life Insurance Pre-Sales Specialist

Manulife/John Hancock; Boston (MA); Hybrid; USD 62,000 - 103,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision benefits

Mental health support

Disability insurance

Life and AD&D insurance

Wellness benefits

401(k) with company match

Job summary

Manulife/John Hancock is seeking a Sales Support Specialist in Boston to aid the life insurance pre-sale process, provide product and case design information, and coordinate with internal teams. The role requires licensing through FINRA and state regulations within four months, plus a customer-first mindset and solid sales skills.

The position is hybrid in Boston, offering access to the company’s wellness program and extensive benefits while supporting our producers and customers throughout the

Qualifications

• Excellent phone demeanor and customer service skills.
• Willingness to study and acquire FINRA & Insurance licenses within 4 months of hire.
• Knowledge of financial services is a plus.

Responsibilities

• Support the life insurance pre-sale process with product information and case design.
• Handle outbound/inbound communications and assist with new business and underwriting workflows.
• Collaborate with Sales & Distribution to help achieve sales goals.

Skills

Customer service

Sales acumen

Phone skills

Problem solving

Financial services knowledge

Education

FINRA SIE

Series 6

Series 63

State Insurance Licenses

Job description

Manulife/John Hancock is seeking a Sales Support Specialist in Boston to aid the life insurance pre-sale process, provide product and case design information, and coordinate with internal teams. The role requires licensing through FINRA and state regulations within four months, plus a customer-first mindset and solid sales skills.

The position is hybrid in Boston, offering access to the company’s wellness program and extensive benefits while supporting our producers and customers throughout the