Atlanta
2 days ago
Internal Sales Consultant
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. **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 **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 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 **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 \#LI-JH \#LI-WAM **Tentang Manulife dan John Hancock** Manulife Financial Corporation adalah penyedia layanan keuangan internasional yang membantu memudahkan keputusan dan membuat hidup lebih baik bagi nasabah. Untuk mempelajari lebih lanjut tentang kami, kunjungi https://www.manulife.co.id . **Manulife adalah Perusahaan dengan Kesetaraan Kesempatan Kerja** Di Manulife/John Hancock, kita merayakan keragaman. Kita berusaha menarik, mengembangkan, dan mempertahankan tenaga kerja yang sama beragamnya dengan nasabah yang kita layani dan untuk mengembangkan lingkungan kerja inklusif yang menerima kekuatan budaya dan individu. Kita berkomitmen untuk melaksanakan rekrutmen, retensi, peningkatan, dan kompensasi secara adil, dan kita mengatur semua praktik dan program tanpa adanya diskriminasi. Baik itu diskriminasi karena ras, keturunan, tempat asal, warna kulit, asal etnis, kewarganegaraan, agama atau keyakinan agama, kepercayaan, jenis kelamin (termasuk kehamilan dan kondisi terkait kehamilan), orientasi seksual, karakteristik genetika, status veteran, identitas gender, ekspresi gender, usia, status pernikahan, status keluarga, disabilitas, maupun alasan lain yang dilindungi oleh hukum yang berlaku. Menyediakan akses hubungan kerja yang adil merupakan prioritas utama kita. Seorang perwakilan Human Resources akan bekerja dengan pelamar yang meminta akomodasi yang wajar selama proses lamaran kerja. Seluruh informasi yang dibagikan selama proses permohonan akomodasi akan disimpan dan digunakan dengan cara yang sesuai dengan hukum dan kebijakan Manulife/John Hancock yang berlaku. Untuk meminta akomodasi yang wajar dalam proses lamaran kerja, silakan hubungi recruitment@manulife.com . **Working Arrangement** Kombinasi **Salary & Benefits** Salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Please contact recruitment@manulife.com for additional information. 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 (http://dol.gov/agencies/ofccp/posters?utm\_medium=email&utm\_source=govdelivery) **I** **Family & Medical Leave (https://www.dol.gov/agencies/whd/fmla/posters) I Employee Polygraph Protection (https://www.dol.gov/sites/dolgov/files/WHD/legacy/files/eppac.pdf) I** **Right to Work (https://www.e-verify.gov/sites/default/files/everify/posters/IER\_RightToWorkPoster%20Eng\_Es.pdf) I** **E-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify\_Participation\_Poster\_ES.pdf) I** **Pay Transparency (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp\_%20English\_formattedESQA508c.pdf)** Company: John Hancock Life Insurance Company (U.S.A.)
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