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Internal Sales Consultant

Hybrid

Boston, MA

The Internal Sales Consultant collaborates with a team that includes a wholesaler and a relationship manager to educate financial advisors about retirement plans, focusing on 401(k) offerings, and to integrate John Hancock’s retirement solutions into their product portfolios. The ISC identifies needs and delivers solutions that align with the priorities of both the company's key decision-makers and the financial advisors. Partnering with a Regional Vice President, the ISC will proactively manage and develop their territory, primarily through phone, email, and web interactions. They will use their discretion and judgment to strategically oversee their territory, offering insights, practice management ideas, and marketing support to registered representatives within the designated area.

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The Internal Sales Consultant collaborates with a team that includes a wholesaler and a relationship manager to educate financial advisors about retirement plans, focusing on 401(k) offerings, and to integrate John Hancock’s retirement solutions into their product portfolios. The ISC identifies needs and delivers solutions that align with the priorities of both the company's key decision-makers and the financial advisors.

Partnering with a Regional Vice President, the ISC will proactively manage and develop their territory, primarily through phone, email, and web interactions. They will use their discretion and judgment to strategically oversee their territory, offering insights, practice management ideas, and marketing support to registered representatives within the designated area.

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

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 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

For additional job details, visit the link above ("Apply for this Position" button at the top of this page).