24 days old

Internal Sales Consultant - Hybrid

John Hancock
Boston, MA 02109
  • Job Code
Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You've come to the right place. We're looking for ambitious people who share our values and want to make every day better for people around the world. If this sounds like you, and the career below sounds exciting, we'd like to hear from you.

Working Arrangement


Job Description

The Internal Sales Consultant works as a member of a team composed of a wholesaler and relationship manager who are responsible for educating financial advisors on retirement plans, particularly 401(k), and working with them to add John Hancock's retirement solutions to their respective product offerings. The ISC works to understand the needs and offer solutions that are aligned with the company key decision makers, the financial advisor and John Hancock. Working in conjunction with a Regional Vice President, this individual will proactively handle and cultivate their territory primarily via telephone, email and web activity. Using discretion and judgement, they will strategically handle their territory providing insight, practice management ideas and marketing support to registered representatives in their defined territory.

Key Accountabilities:

  • 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 resolve 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 identifying products 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 demonstrate John Hancock's story and services to gain competitive advantage, as well as, providing industry insights.
  • Establish and complete a business strategy and annual territory plan with the team to achieve revenue and growth targets by: Segmentation of advisors, partners (DCIO/TPA) to find additional opportunities, and identifying innovative ways 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 mentoring development programs to improve 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

Job Requirements:

  • 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 attitude
  • Excellent relationship building, communication, presentation and negotiation skills
  • Superior business insight 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


Every career at Manulife/John Hancock provides the opportunity to learn new skills and move your career forward. Ready to make an impact somewhere? What are you waiting for? Apply today.

About John Hancock and Manulife

John Hancock is a unit of Manulife Financial Corporation, a leading international financial services group that helps people make their decisions easier and lives better. We operate primarily as John Hancock in the United States, and Manulife globally, including Canada, Asia and Europe. We provide financial advice, insurance and wealth and asset management solutions for individuals, groups and institutions. Assets under management and administration by Manulife and its subsidiaries were CAD$1.3 trillion (US$1.1 trillion) as of June 30, 2021. Manulife Financial Corporation trades as MFC on the TSX, NYSE, and PSE, and under 945 on the SEHK. Manulife can be found at manulife.com.

One of the largest life insurers in the United States, John Hancock supports more than 10 million Americans with a broad range of financial products, including life insurance, annuities, investments, 401(k) plans, and education savings plans. Additional information about John Hancock may be found at johnhancock.com.

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact recruitment@manulife.com.

Salary & Benefits

Salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Please contact recruitment@manulife.com for additional information.

Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 112.5 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence.

Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify I Pay Transparency

Company: John Hancock Life Insurance Company (U.S.A.)

Posted: 2023-02-25 Expires: 2023-03-26
Sponsored by:
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Sponsored by:
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Internal Sales Consultant - Hybrid

John Hancock
Boston, MA 02109

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