Internal Sales Consultant - Boston Hybrid

Boston, MA, United States

Internal Sales Consultant - Boston Hybrid page is loaded Internal Sales Consultant - Boston Hybrid Postuler locations Boston, Massachusetts time type Temps plein posted on Publié il y a 3 jour(s) job requisition id JR24050188 Vous cherchez un milieu de travail axé sur le soutien et la collaboration, avec des équipes formidables et des gestionnaires inspirants? Vous êtes au bon endroit. Nous sommes à la recherche de personnes ambitieuses qui partagent nos valeurs et qui veulent améliorer le quotidien des gens partout dans le monde. Vous vous reconnaissez? La carrière décrite ci-dessous vous semble intéressante? Nous voulons vous rencontrer.

Semaine de travail comprimée

Hybride Description d’emploi

Work Arrangement - Hybrid within the Boston metro area

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 handle and cultivate their territory primarily via telephone, email and web activity.  Using discretion and judgement, they will strategically handle their territory providing insight, practice management ideas and marketing support to registered representatives in their defined territory.

Key Accountabilities:

Establish and manage 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 figure out 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 figuring out product that best meets their client’s need. An integral 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 understand John Hancock’s story and services to gain competitive advantage, as well as, providing industry insights.

Establish and implement a business strategy and annual territory plan with the team to achieve revenue and growth targets by: Segmentation of advisors, working with 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

Job Requirements:

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 attitude

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 handling a territory

What motivates you?

You obsess about customers, listen, engage and act for their benefit.

You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.

You thrive in teams and enjoy getting things done together.

You take ownership and build solutions, focusing on what matters.

You do what is right, work with integrity and speak up.

You share your humanity, helping us build a diverse and inclusive work environment for everyone.

What can we offer you?

A competitive salary and benefits packages.

A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.

A focus on growing your career path with us.

Flexible work policies and strong work-life balance.

Professional development and leadership opportunities.

Our commitment to you

Values-first culture

We lead with our Values every day and bring them to life together.

Boundless opportunity

We create opportunities to learn and grow at every stage of your career.

Continuous innovation

We invite you to help redefine the future of financial services.

Delivering the promise of Diversity, Equity and Inclusion

We foster an inclusive workplace where everyone thrives.

Championing Corporate Citizenship

We build a business that benefits all collaborators and has a positive social and environmental impact.

#LI-JH

À propos de John Hancock et de Manuvie

John Hancock est une unité de la Société Financière Manuvie, un groupe mondial et chef de file des services financiers qui aide les gens à prendre plus facilement des décisions et à vivre mieux. Nous exerçons nos activités principalement sous les noms John Hancock aux États-Unis et Manuvie à l’échelle mondiale, y compris au Canada, en Asie et en Europe. Nous proposons des conseils financiers ainsi que des solutions d’assurance et de gestion de patrimoine et d’actifs à des particuliers, à des groupes et à des institutions. Au 30 juin 2021, l’actif géré et administré par Manuvie et ses filiales se chiffrait à 1 300 milliards de dollars canadiens (1 100 milliards de dollars américains). La Société Financière Manuvie est inscrite aux bourses de Toronto (TSX), de New York (NYSE) et des Philippines (PSE) sous le symbole « MFC » et à la Bourse de Hong Kong (SEHK) sous le symbole « 945 ». Vous pouvez consulter le site de Manuvie à l’adresse manuvie.com .

John Hancock, une des plus importantes sociétés d’assurance vie aux États-Unis, offre à plus de 10 millions d’Américains une vaste gamme de produits financiers, y compris des produits d’assurance vie , de rente , de placement , ainsi que les régimes 401(k) et les régimes d’épargne-études . Pour de plus amples renseignements au sujet de John Hancock, rendez-vous à l’adresse www.johnhancock.com .

Manuvie est un employeur qui souscrit au principe de l’égalité d’accès à l’emploi

À Manuvie/John Hancock, nous embrassons notre diversité. Nous nous efforçons d’attirer, de perfectionner et de maintenir un effectif qui est aussi varié que nos clients, et de favoriser la création d’un milieu de travail inclusif qui met à profit la diversité de nos employés et les compétences de chacun. Nous nous engageons à assurer un recrutement, une fidélisation, une promotion et une rémunération équitables, et nous administrons toutes nos pratiques et tous nos programmes sans discrimination en raison de la race, de l’ascendance, du lieu d’origine, de la couleur, de l’origine ethnique, de la citoyenneté, de la religion ou des croyances ou des convictions religieuses, du genre (y compris grossesse et affection liée à une grossesse), de l’orientation sexuelle, des caractéristiques génétiques, du statut d’ancien combattant, de l’identité de genre, de l’expression de genre, de l’âge, de l’état matrimonial, de la situation de famille, d’une invalidité ou de tout autre motif protégé par la loi applicable.

Nous nous sommes donné comme priorité d’éliminer les obstacles à l’accès égalitaire à l’emploi. Un représentant des Ressources humaines collaborera avec les candidats qui demandent une mesure d’aménagement raisonnable pendant le recrutement. Tous les renseignements communiqués pendant le processus de demande de mesures d’aménagement seront stockés et utilisés conformément aux lois et aux politiques applicables de Manuvie/John Hancock. Pour demander une mesure d’aménagement raisonnable dans le cadre du recrutement, écrivez à [email protected] .

Salaire et avantages sociaux

Le salaire varie en fonction des conditions du marché local, de la géographie et de facteurs pertinents liés au poste telles les connaissances, les compétences, les qualifications, l’expérience et l’éducation ou la formation. Les employés ont également la possibilité de participer à des programmes de motivation et de toucher une rémunération incitative liée au rendement de l’entreprise et au rendement individuel. Veuillez écrire à [email protected] pour obtenir plus de renseignements.

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.

Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify I Pay Transparency

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

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