Internal Sales Consultant

Manulife • Atlanta, GA

5d • Hybrid

About The Position

The Internal Sales Consultant (ISC) is part of a team that includes a wholesaler and relationship manager, working to educate financial advisors about retirement plans—particularly 401(k) plans—and help them add John Hancock retirement solutions to their product offerings. The ISC identifies advisor needs and offers solutions aligned with the interests of company decision makers, financial advisors, and John Hancock.

Working with a Regional Vice President, the ISC proactively manages and cultivates an assigned territory primarily through telephone, email, and web activity. The role uses discretion and judgment to provide registered representatives with territory insights, practice-management ideas, and marketing support. The ISC helps advisors understand retirement products and industry developments, compare plan and investment options, and determine appropriate solutions for their clients. The role also supports plan design, sold-case paperwork, plan onboarding, advisor business growth, and department initiatives.

This is an existing vacancy based in Atlanta, Georgia, with a hybrid working arrangement. The position offers a salary range of $42,000–$70,000 USD, with potential incentive compensation tied to business and individual performance. Eligible employees may participate in customizable benefits and retirement savings programs.

Requirements

• Bachelor's degree or equivalent work experience.
• A minimum of 2–3 years of progressive work experience, preferably in telephone-based and/or sales roles.
• Commitment to attain the Securities Industry Essentials, Series 6, Series 63, 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 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 to create, develop, and implement programs that drive territory opportunities.
• Use investment tools, including RPAG, FI360, and the John Hancock Investment Comparison Tool, to provide registered representatives with portfolio-construction insights.
• Educate advisors about the retirement industry and explain product differences and advantages to help determine solutions for clients.
• Develop knowledge of John Hancock products and other providers to help advisors identify suitable products, including assisting with plan design.
• Assist advisors and third-party administrators (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 advisors' business growth by helping them present John Hancock's story and services, providing competitive advantages and industry insights.
• Create and complete a business strategy and annual territory plan with the team to achieve revenue and growth targets, including advisor segmentation, partner collaboration, and identifying opportunities to grow advisors' businesses.
• Provide service and support by contacting advisors, prioritizing opportunities, and analyzing needs related to 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 plans have appropriate, diverse fund offerings and full style-box coverage.
• Lead department initiatives to implement new processes and strategies.
• Qualify prospective advisors 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 high standards of integrity and professional conduct.

Benefits

• Health insurance coverage
• Dental insurance coverage
• Mental health benefits
• Vision insurance coverage
• Short- and long-term disability insurance
• Life and AD&D insurance coverage
• Adoption and 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
• Up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time annually in the U.S., or more where required by law
• Statutory leaves of absence
• Incentive compensation tied to business and individual performance

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level