Key skills
Sales
About this role
Role Overview
- Drive retirement plan sales growth, focusing on core market plans from start‑up through $30M in assets
- Act as a consultative sales partner to financial advisors, consultants, and TPAs by providing ERISA‑focused and technical retirement expertise
- Demonstrate deep proficiency in John Hancock RPS products, service models, Core/Signature offerings, and ancillary benefits, as well as competitor products
- Collaborate closely with key internal stakeholders including Core and Mid/Large Market RVPs, sales desks, SRMs, DVPs, National Accounts, SMEs, and cross‑functional teams
- Participate in the full sales preparation process, including prospecting, plan analysis, RFP support, plan design recommendations, and interpretation of plan documents and SPDs
Requirements
- 10 years of industry experience in retirement plans or financial services
- Bachelor’s degree or equivalent experience
- Active and maintained required licenses: Series 6, 63 and Life and Annuity Life Insurance
- Ability to travel up to 80%
Benefits
- Health insurance
- Dental insurance
- Vision insurance
- Mental health benefits
- Short
- and long-term disability insurance
- Life insurance
- Adoption/surrogacy benefits
- Wellness benefits
- Employee/family assistance plans
- Retirement savings plans (pension/401(k) with employer matching)
- Financial education and counseling resources
- Up to 11 paid holidays
- 3 personal days
- 150 hours of vacation
- 40 hours of sick time