Internal Sales Consultant

hace 4 semanas


Puerto Diablo Barrio, Puerto Rico Jobleads-Us A tiempo completo

Job Summary
As a Sales and Relationship Development Specialist, you will work closely with financial advisors to educate them on retirement plans, particularly 401(k), and help them add John Hancock's retirement solutions to their product offerings. You will establish and maintain relationships with financial advisors and registered investment advisors, and partner with regional vice presidents to create and implement programs that drive opportunities in their territory.

Responsibilities
Establish and maintain relationships with financial advisors and registered investment advisors
Partner with regional vice presidents to create and implement programs that drive opportunities in their territory
Leverage investment tools and provide insight to registered representatives to help them improve portfolio construction
Educate advisors on the retirement industry and discuss the differences and advantages of products to help determine what solution best suits their clients' needs
Become well-versed in JH's product offers and other providers to assist advisors in determining the product that best meets their clients' needs
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 a 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
Provide service and support by contacting advisor audiences to solicit and prioritize opportunities and analyze needs when existing plans go out for RFP
Review investment line-ups from current 401(k) providers, analyze and compare to the JH platform
Lead projects for department initiatives to fully implement new processes, strategies, and more
Qualify new advisor prospects by gaining insight into their business model and composition of current clients
Participate in training and coaching development programs to enhance skills and provide opportunities for advancement
Adhere to the highest levels of integrity and professional conduct

Requirements
Bachelor's degree or equivalent work experience
Minimum of 2-3 years progressive work experience, preferably 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
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

What We Offer
Competitive salary and benefits packages
Growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills
Focus on growing your career path with us
Flexible work policies and strong work-life balance
Professional development and leadership opportunities
Values-first culture
Boundless opportunity
Continuous innovation
Delivering the promise of Diversity, Equity, and Inclusion
Championing Corporate Citizenship


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