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Mid-Market Internal Sales Consultant

Job Title :
Mid-Market Internal Sales Consultant
Job ID :
0368187
Category :
Sales Group
Location :
Westwood, MA US
Job Type :
Full Time
Posted On :
10-12-2018
Job Description :
Are you looking for unlimited opportunities to develop and succeed? With work that challenges and makes a difference, within a flexible and supportive environment, we can help our customers achieve their dreams and aspirations.
Job Description
Key
Focus/Scope
This position works as a key member of a regional team to sell 401K plans that align with the needs of the plan sponsors and are profitable for the financial advisor and John Hancock.
Major Responsibilities
Develop strategic, mutually beneficial relationships
Identify and prioritize key advisors based on insight from Regional Vice President and others, gain insight into their business model, and collect and maintain key advisor information
Support the advisor's business growth by helping them leverage John Hancock's story and services to gain competitive advantage, and providing industry insights
Demonstrate executive presence with advisors and serve as a resource to their business
Proactively guide the planning, preparation, and execution of advisor due diligence meetings
Establish and execute an entrepreneurial business strategy and annual territory plan with the team that achieves revenue and growth targets
Segment advisors
Identify innovative approaches to help current advisors grow their book of business
Track execution and monitor team progress in aligned with established activity levels and plan
Leverage partners to identify additional opportunities
Align with Regional Vice President to ensure planning process is proactive, intentional and has a clear focus on outcomes
Win 401K proposals
Solicit opportunities in on-going interactions with advisors
Analyze drivers (pricing, service issues, features) when existing plans go out for RFP
Prioritize opportunities
Create quality, error-free proposals
Maintain an opportunity pipeline which meets or exceeds annual plan target
Manage proposal timeline in partnership with Regional Vice President
Follow-up and track proposals to progress towards close
Optimize internal resources
Establish win-win relationships with extended JHRPS team (Core, National Accounts, TPA etc.)
Facilitate coordination and increase connectivity
Source new opportunities through internal partners
Share insight and best practices with colleagues
Collaborate with internal partners to ensure a clear understanding of value proposition
Serve as a resource for internal team on industry trends, JHRPS products, services and available technology
Collaborate with National Accounts to strategically call on advisors and coordinate for industry events
Experience
Bachelor's University degree
Preferred: 4 years' experience in 401k/financial services marketplace
2 years of experience on a sales desk
Series 7 and 63 licenses are required within six months of hire
Passion for contributing to a sales team with a positive mindset
Driven by practical results, opportunities to source new ideas and new methods, support others, and be helpful with a purpose
Superior business acumen related to retirement plan products, the industry and the competitive landscape preferred
Knowledge & Skills
An excellent understanding of retirement plans, retirement plan marketplace, and key competition
Thorough understanding of John Hancock story, products, pricing, services and procedures
Strong understanding of investments and portfolio analysis
Strong understanding of regulatory environment and its impact on business and the intermediaries' future
Ability to anticipate, meet and/or exceed customer needs, wants and expectations
Ability to quickly recover from adversity
Ability to effectively communicate, build rapport and relate well to all kinds of people
Ability to manage time to achieve desired outcomes
Ability to affect other's actions, decisions, opinions or thinking
Ability to hold oneself accountable for personal actions
Exhibit high levels of integrity and professional conduct
If you are ready to unleash your potential it's time to start your career with Manulife/John Hancock.
About Manulife
Manulife Financial Corporation is a leading international financial services group that helps people achieve their dreams and aspirations by putting customers' needs first and providing the right advice and solutions. We operate as John Hancock in the United States and Manulife elsewhere. We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions. At the end of 2016, we had approximately 35,000 employees, 70,000 agents, and thousands of distribution partners, serving more than 22 million customers. At the end of 2016, we had $977 billion (US$728 billion) in assets under management and administration, and in the previous 12 months we made almost $26 billion in payments to our customers.
Our principal operations are in Asia, Canada and the United States where we have served customers for more than 100 years. With our global headquarters in Toronto, Canada, we trade as 'MFC' on the Toronto, New York, and the Philippine stock exchanges and under '945' in Hong Kong.
Manulife is committed to supporting a culture of diversity and accessibility across the organization. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will consult with applicants contacted to participate at any stage of the recruitment process who request an accommodation. Information received regarding the accommodation needs of applicants will be addressed confidentially.
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