Business Development Consultant jobs in United States
cer-icon
Apply on Employer Site
company-logo

John Hancock · 15 hours ago

Business Development Consultant

John Hancock is a leading international financial services provider, helping people make their decisions easier and lives better. The Business Development Consultant role involves making outbound calls to financial advisors, educating them about company products, and scheduling meetings to generate interest and achieve performance targets.

Financial ServicesMedicalSecurity
check
Work & Life Balance
check
H1B Sponsor Likelynote

Responsibilities

Make an average of 60 outbound calls per day to financial advisors outside BC Focus 500
Educate advisors on company products and solutions to generate interest
Qualify prospects and schedule meetings with external sales representatives
Maintain accurate records of calls, contacts, and appointments in CRM systems
Collaborate with the sales team to ensure smooth handoff and follow-up
Achieve performance targets tied to:
Contacts made
Appointments set
Show rates (advisor attends the scheduled meeting)
New Producers
Continuously improve product knowledge and sales communication techniques

Qualification

Series 7 licenseSeries 66 licenseCRM systems proficiencyMicrosoft Office proficiencyRelationship managementVerbal communicationTime managementOrganizational skillsProblem-solving skillsSelf-motivatedTeamwork

Required

Series 7 and Series 66 securities licenses (or combo of Series 63 and Series 65)
Bachelor's Degree or equivalent experience
Proficiency in CRM systems and Microsoft Office tools

Preferred

Interest in Capital Markets
Desire to acquire sales experience within the financial services industry
Proven relationship management skills, including the ability to work in a team environment
Strong verbal communication and interpersonal skills
Strong time management, organizational, and problem-solving skills
Ability to work in a changing fast paced environment, with passion and a positive attitude
Ability to engage and educate financial advisors efficiently
Self-motivated with a focus on achieving goals
Comfortable working in a high-volume outbound calling environment
Basic understanding of financial products and advisor needs (preferred)
Ability to handle time efficiently and meet daily call targets

Benefits

Health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage
Adoption/surrogacy and wellness benefits
Employee/family assistance plans
Various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions)
Financial education and counseling resources
Generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year
Full range of statutory leaves of absence

Company

John Hancock

company-logo
John Hancock provides financial solutions, including life insurance, mutual funds, and long-term care insurance.

H1B Sponsorship

John Hancock has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (31)
2024 (53)
2023 (44)
2022 (53)
2021 (45)
2020 (58)

Funding

Current Stage
Late Stage

Leadership Team

H
Hector Martinez
Head of Insurance
linkedin

Recent News

Longevity.Technology - Latest News, Opinions, Analysis and Research
Company data provided by crunchbase