Sales Consultant for Retirement Solutions
hace 2 semanas
About this role:
We are seeking a highly skilled and motivated Sales Consultant for Retirement Solutions to join our team. As a sales consultant, you will be responsible for building and maintaining relationships with financial advisors and registered investment advisors.
Key Responsibilities:
- Establish and maintain strong relationships with financial advisors and registered investment advisors.
- Partner with regional vice presidents to create and implement programs that drive opportunities in their territories.
- Leverage investment tools and provide insight to registered representatives to help them improve portfolio construction.
- Educate advisors on the retirement industry and provide guidance on product offerings.
- Assist advisors and TPAs with sold case paperwork and plan onboarding.
- Recommend and strategize with TPA partners to develop unique and optimal plan designs.
- Support advisor business growth by providing industry insights and leveraging John Hancock's story and services.
- Establish and execute business strategies and annual territory plans to achieve revenue and growth targets.
- Provide service and support by contacting advisor audiences and soliciting opportunities.
- Qualify new advisor prospects by gaining insight into their business models and client compositions.
- Participate in training and coaching development programs to enhance skills and provide opportunities for advancement.
Requirements:
- Bachelor's degree or equivalent work experience.
- A minimum of 2-3 years progressive work experience in phone and/or sales type roles.
- Commitment to attain the Securities Industry Essentials, Series 6, 63, and state insurance and variable licenses within 4 months of hire.
- Possession of 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.
What we offer:
A competitive salary and benefits package, a growth trajectory that extends upward and outward, and a focus on growing your career path with us.
Flexible work policies and strong work-life balance, professional development and leadership opportunities, and a values-first culture that champions corporate citizenship, diversity, equity, and inclusion, and continuous innovation.
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