Territory Sales Specialist - Boston, MA

The Territory Sales Specialist will partner with members of Internal Sales, External Sales and Sales Management Teams recommending strategies to be more efficient and productive supporting sales of John Hancock Investments products and retaining assets in John Hancock Investments products.
This role will independently identify opportunities creating focus for sales teams by leveraging data and technology at the territory level to drive sales. This will be a mix of day to day activities and ongoing projects. These activities include but, are not limited to: evaluating data packs and broker dealer advisor information, third party data provider information, Salesforce.com report insight and construction, pre-meeting intelligence gathering, and sales team activity.
 

Individual Accountabilities:

• Identify better ways to leverage data resources to identify best prospects, recommend these changes to sales management and then teach sales teams how to implement these strategies

• Analyze broker dealer data packs, sales team activity to direct additional sales opportunities and activity focus

• Improve salesforce.com and other tool usage by creating reporting to serve up top prospects to sales teams

• Uncover opportunities through data mining that could enhance the efficiency and effectiveness of the Intermediary sales teams
   

Shared Responsibility:

• Pull data and provide reporting on advisor and firm specifics (responding to requests from sales management and independently identifying opportunities)

• Establish and cultivate relationships with Sales Management and territory sales teams

• Participate in regular round-table discussions and feedback sessions around effective sales strategies with sales management and help to share insight of top performing teams

• Maintain competitive intelligence by attending weekly Capital Markets meetings and engaging other internal departments including National Accounts and Marketing to understand John Hancock's internal strategies and how to compliment these initiatives

• Analysis and tracking of Territory Action Plans that are created by sales teams to evaluate success and drive activity ensuring activity and sales goals are achieved
   

Required Qualifications:

• 2-4 years financial services industry experience desired

• 1-2 years working with analytical tools such as Excel, Tableau, Salesforce CRM, Microsoft Power BI.

• BS in Business, Technology or related field

• Series 6, 66 or 7 required or need to be completed within 1 year

Preferred Qualifications:

• Knowledge of / familiarity with the following are highly desirable:

• John Hancock products and sales force

• Strong understanding of capital market and global multi-asset allocation 

• Understand and explain analytic concepts clearly and succinctly

• Communicate detailed conclusions and summarize findings

• Optimize and leverage use of technology to gain efficiency

• Demonstrated leadership and ability to influence others

• Excellent oral, written and presentation skills

• Well developed analytical skills

• Attention to detail and quality

• Works effectively in fast-paced environment with a diverse group of contacts

• Works well as a member of a team and individually

• Meeting tight deadlines and managing multiple projects

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.
   

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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 https://www.manulife.com/en/about/our-story.html.

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 [email protected].

Remote

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 [email protected] 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, 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.

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