Internal Sales Consultant

Manulife•Atlanta, GA

7d•$42,000 - $70,000•Hybrid

About The Position

The Internal Sales Consultant (ISC) is part of a team with a wholesaler and relationship manager that educates financial advisors about retirement plans, particularly 401(k) plans, and helps them add John Hancock retirement solutions to their product offerings. The ISC identifies advisor needs and presents solutions aligned with the interests of company decision makers, financial advisors, and John Hancock. In partnership with a Regional Vice President, the ISC manages and cultivates a defined territory primarily through telephone, email, and web activity, providing advisors with insight, practice-management ideas, and marketing support. The role includes developing advisor relationships, educating advisors on retirement products and plan design, supporting proposals and plan onboarding, identifying territory growth opportunities, and contributing to department initiatives. The position is hybrid and based in the Atlanta, Georgia referenced salary location. The advertised role is an existing vacancy.

Requirements

Bachelor’s degree or equivalent work experience.
At least 2–3 years of progressive work experience, preferably in telephone and/or sales roles.
Commitment to obtain Securities Industry Essentials, Series 6, and Series 63 licenses, plus state insurance and variable licenses, within four months of hire.
Passion for growing a territory with a positive approach.
Excellent relationship-building, communication, presentation, and negotiation skills.
Strong business insight, especially regarding retirement plan products and intermediary strategies.
Ability to use multiple tools and systems to research and prepare competitive proposals for advisors efficiently.
Strong analytical and problem-solving skills, particularly in providing guidance and managing a territory.

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 the territory.
Use investment tools, including RPAG, FI360, and the John Hancock Investment Comparison Tool, to provide insight that helps registered representatives improve portfolio construction.
Educate advisors about the retirement industry and explain product differences and advantages to help determine suitable solutions for clients, including SIMPLEs, 401(k)s, Individual IRAs, Cash Balance plans, defined benefit plans, and non-qualified plans.
Develop knowledge of John Hancock products and other providers to help advisors identify suitable products, including through assistance with plan design.
Assist advisors and TPAs with sold-case paperwork and plan onboarding.
Recommend and strategize with TPA Partners to develop plan designs for plan sponsors and 401(k) plans.
Support advisor business growth by helping them present John Hancock’s story and services, gain competitive advantage, and access industry insights.
Develop a business strategy and annual territory plan with the team to achieve revenue and growth targets, including advisor segmentation, identifying opportunities with DCIO/TPA partners, and finding approaches to help current advisors grow their businesses.
Provide service and support by contacting advisors, prioritizing opportunities, and analyzing needs involving pricing, service issues, and features when existing plans go out for RFP.
Review investment lineups from current 401(k) providers and compare them with the John Hancock platform to assess whether plan sponsors have an appropriate, diversified fund lineup with full style-box coverage.
Lead projects for department initiatives to implement new processes and strategies.
Qualify new advisor prospects by learning about their business models and current client composition.
Participate in training and coaching programs to enhance skills and support advancement within the ISC role and other firm-wide sales, marketing, and management functions.
Adhere to the highest levels of integrity and professional conduct.

Benefits

Customizable health, dental, mental health, and vision benefits.
Short- and long-term disability insurance.
Life and AD&D insurance coverage.
Adoption/surrogacy benefits.
Wellness benefits.
Employee and family assistance plans.
Retirement savings plans, including pension and 401(k) savings plans.
Global share ownership plan with employer matching contributions.
Financial education and counseling resources.
Paid time off, including up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time each year, or more where required by law.
Statutory leaves of absence.
Incentive programs with compensation tied to business and individual performance.