Manulife · 4 months ago
Internal Sales Consultant
Boston, Massachusetts
Full-time
Hybrid
Entry, Mid Level
$42K/yr - $70K/yr
2+ years expManulife is a leading international financial services provider that helps people make their decisions easier and lives better. The Internal Sales Consultant collaborates with a team to educate financial advisors about retirement plans and integrates John Hancock’s retirement solutions into their offerings, while managing and developing their territory through various interactions.
FinanceFinancial ExchangesFinancial Services
Responsibilities
Establish and maintain relationships with Financial Advisors and Registered Investment Advisors
Partner with a Regional Vice President in the field to create, develop and implement programs that drive opportunities in their territory
Leverage Investment Tools (RPAG, FI360, John Hancock Investment Comparison Tool) and provide insight for registered representatives helping them improve portfolio construction
Educate advisors on the retirement industry. Discuss the differences and advantages of products to help determine what solution best suits their client’s needs. (SIMPLEs, 401(k), Individual IRA’s, Cash Balance plans, DB plans, non-qualified, etc)
Become well versed in JH’s product offers as well as other providers to assist advisors in determining the product that best meets their client’s need. A central part of this is assisting with plan design
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 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 by: Segmentation of advisors, leveraging partners (DCIO/TPA) to find additional opportunities, and identifying innovative approaches to help current advisors grow their book of business
Provide service and support by contacting advisor audience by soliciting/prioritizing opportunities and analyzing needs (pricing, service issues, features) when existing plans go out for RFP
Review investment line-up from current 401(k) provider, analyze and compare to the JH platform to ensure the plan sponsor has appropriate and diverse fund line-up offering providing full style box coverage
Lead projects for department initiatives to fully implement new processes, strategies, and more
Qualify new advisor prospects by gaining insight on their business model and composition of current clients
Participate in training and coaching development programs to enhance skills and provide opportunities for advancement within the ISC role and other firm wide sales, marketing, and management related functions
Adhere to the highest levels of integrity and professional conduct
Qualification
Required
Bachelor's Degree or equivalent work experience
A minimum of 2-3 years progressive work experience, preferably in phone and/or sales type roles
A commitment to attain the Securities Industry Essentials, Series 6, 63 plus 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
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
Up to 11 paid holidays
3 personal days
150 hours of vacation
40 hours of sick time (or more where required by law)
Company
Manulife
Manulife is a leading international financial services group that helps people make their decisions easier and lives better.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$3.31B2025-12-02Post Ipo Debt· $1B
2024-06-11Post Ipo Debt· $363.5M
2023-03-07Post Ipo Debt· $1.2B
Leadership Team
Phil Witherington
President and CEO
Steve Finch
President and CEO, Manulife Asia
Recent News
2026-01-21
Company data provided by crunchbase