Internal Sales Consultant
Core
Educate financial advisors on retirement plans (401(k), IRAs) and help them add John Hancock's retirement solutions to their product offerings.
Role type
Internal Sales Consultant (Financial Services)
Builds
Retirement plan solutions and advisory services for financial advisors
Domain
Financial Services / Retirement Planning
Deliverable
client delivery
Required skills
relationship building, sales, negotiation, business insight, analytical skills, problem-solving
Preferred skills
knowledge of retirement plan products, intermediary strategies, investment tools
Technologies
RPAG, FI360, John Hancock Investment Comparison Tool
Responsibilities
Establish and maintain relationships with Financial Advisors and Registered Investment Advisors; Partner with Regional Vice Presidents to implement territory programs; Educate advisors on retirement industry products and plan design; Assist with sold case paperwork and plan onboarding; Analyze current 401(k) provider line-ups and compare to JH platform; Lead department initiatives for new processes; Qualify new advisor prospects; Participate in training and coaching development programs.
Seniority
Mid-level, individual contributor