RPS Core Wholesaler

ManulifeHouston, TX
Remote

About The Position

The position is an external wholesaling position for the Houston, TX area for core market retirement plan sales from start up to $2 million in assets, distributing our FutureStep, Signature, Enterprise and FutureChoice products through financial advisors and third party administrators. Must be strong at positioning value drivers along with recordkeeping sales wherever practical.

Requirements

  • Active and maintained required licenses: Series 6, 63 and Life and Annuity Life Insurance
  • Ability to travel up to 80%
  • Bachelor's Degree
  • 3+ years of industry experience.
  • 3 + years of proven ability with ERISA, Communications, Operations and Implementation, or external retirement plan sales
  • Outstanding communication, organizational, presentation and negotiation skills
  • Outstanding team selling sales skills
  • Ability to handle multiple projects with specific time deadlines
  • Extensive product and industry knowledge
  • Sophisticated analytical and problem-solving skills
  • Ability to work cross-teams to solve sales problems, including sales teams, Operations and Implementation, Benefits Consulting Group, Marketing, Communications, etc.

Responsibilities

  • Proficiency in all John Hancock RPS products, service models and ancillary benefits
  • Proficiency in Core product features and benefits
  • Assist with RFP preparation when requested
  • Work within primary internal audience focus: Core and Mid/Large Market RVPs and sales desks, SRMs, DVPs, National Accounts, SMEs, etc.
  • Operate within external audience focus: Advisors and Consultants, Plan Sponsors and Committees, Plan Participants, TPAs, DCIOs, etc.
  • Actively participate in the sales preparation process
  • Provide technical, ERISA consultative sales skills
  • Conversant with current developments in plan design and legal developments in qualified plan space
  • Conversant with all current JH products and ancillary services
  • Make recommendations for improvements to prospect plan designs and operations
  • Ability to interpret plan documents, SPDs, etc.
  • Be conversant with competitor products and services
  • Provide consultative, proactive sales support primarily to financial advisors and consultants

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
  • 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
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