Series 7 and Series 66 securities licenses (or combo of Series 63 and Series 65)
Bachelor's Degree or equivalent experience
Proficiency in CRM systems and Microsoft Office tools
Nice to have
Interest in Capital Markets
Desire to acquire sales experience within the financial services industry
Proven relationship management skills, including the ability to work in a team environment
Strong verbal communication and interpersonal skills
Strong time management, organizational, and problem-solving skills
Ability to work in a changing fast paced environment, with passion and a positive attitude
Ability to engage and educate financial advisors efficiently
Self-motivated with a focus on achieving goals
Comfortable working in a high-volume outbound calling environment
Basic understanding of financial products and advisor needs (preferred)
Ability to handle time efficiently and meet daily call targets
Full description
Manulife John Hancock Investments is a leading asset manager, helping investment professionals make decisions. Help build the future you want to see — and discover that better can take you anywhere you want to go.
Position Responsibilities:
Make an average of 60 outbound calls per day to financial advisors outside BC Focus 500.
Educate advisors on company products and solutions to generate interest.
Qualify prospects and schedule meetings with external sales representatives.
Maintain accurate records of calls, contacts, and appointments in CRM systems.
Collaborate with the sales team to ensure smooth handoff and follow-up.
Achieve performance targets tied to: Contacts made, Appointments set, Show rates (advisor attends the scheduled meeting), and New Producers.
Continuously improve product knowledge and sales communication techniques.
Required Qualifications:
Series 7 and Series 66 securities licenses (or combo of Series 63 and Series 65)
Bachelor's Degree or equivalent experience
Proficiency in CRM systems and Microsoft Office tools
Preferred Qualifications:
Interest in Capital Markets
Desire to acquire sales experience within the financial services industry
Proven relationship management skills, including the ability to work in a team environment
Strong verbal communication and interpersonal skills
Strong time management, organizational, and problem-solving skills
Ability to work in a changing fast paced environment, with passion and a positive attitude
Ability to engage and educate financial advisors efficiently
Self-motivated with a focus on achieving goals
Comfortable working in a high-volume outbound calling environment
Basic understanding of financial products and advisor needs (preferred)
Ability to handle time efficiently and meet daily call targets
When you join our team:
We’ll empower you to learn and grow the career you want.
We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
As part of our global team, we’ll support you in shaping the future you want to see.
#LI-JH
The role being advertised is an existing vacancy.
Business Development Consultant at Manulife (Boston, Massachusetts) — aijobsearch
About Manulife and John Hancock
Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit .
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 hr@manulife.com.
Referenced Salary Location
Boston, MassachusettsWorking Arrangement
HybridSalary range is expected to be between
$49,000.00 USD - $81,700.00 USDEmployees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact hr@manulife.com for the salary range for your location.
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, 150 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.
We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.
Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify
Company: John Hancock Life Insurance Company (U.S.A.)