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Internal Sales Consultant
hace 2 meses
We are seeking a highly motivated and results-driven Internal Sales Consultant to join our team. As a key member of our sales team, you will be responsible for building and maintaining relationships with financial advisors and registered investment advisors, providing them with expert guidance and support to help them grow their business.
Key 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 help registered representatives improve portfolio construction
- Educate advisors on the retirement industry and provide guidance on product offerings
- 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/401(k) plan
- Support the advisor's business growth by helping them leverage John Hancock's story and services to gain a competitive advantage
- Bachelor's degree or equivalent work experience
- Minimum of 2-3 years progressive work experience in phone and/or sales type roles
- Commitment to attain 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
- Competitive salary and benefits package
- Growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills
- Flexible work policies and strong work-life balance
- Professional development and leadership opportunities
