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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in relationship management and strategic sales execution within the financial services sector, leveraging strong analytical skills to identify growth opportunities and enhance account performance. Proficient in delivering presentations and facilitating communication across various client roles and internal teams.
Highest-signal resume keywords
Distributor Relationship ManagementSales Goal Planning and ExecutionMarket Share AnalysisFINRA SIE LicenseSeries 6 License
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Business Marketing FunctionsFinancial Services ExperienceAnalytical SkillsCritical Thinking SkillsSales AcumenBusiness Trend IdentificationPresentation SkillsCommunication SkillsProject Summaries ProductionClient Onboarding
Soft Skills
Ability to Work AutonomouslyTeam CollaborationExceptional Written CommunicationOral Communication Abilities
Certifications & Qualifications
FINRA SIE LicenseSeries 6 LicenseSeries 63 LicenseLife & Health License
Industry Keywords
Financial ServicesBusiness-to-Business WholesaleNational AccountsClient ConferencesNPS Scores MonitoringBGA RelationshipsIMOs SupportCarrier Share of ShelfSales Pipeline TrendsPromotional Efforts
About the role
Key responsibilities & impact- Partner with National Account Vice Presidents to understand customer needs and identify promising opportunities and distributor relationships
- Partner with key National Account contacts to drive awareness of John Hancock solutions
- Collaborate across Life Insurance business unit departments to facilitate, problem-solve, and accelerate sales
- Research and analyze external and internal factors impacting account performance, including firm penetration rates and carrier share of shelf
- Participate in strategic conversations to align company resources and the wholesale team with high-value growth opportunities
- Execute relationship management techniques to ensure JH teams deliver on commitments across underwriting, new business, licensing, compensation, and policyholder service
- Facilitate promotional efforts before and after client conferences and national activation events
- Prepare and perform market share analysis for designated National Accounts
- Monitor NPS scores, source feedback, identify trends, and recommend improvements
- Monitor sales and pipeline trends against key performance indicators and recommend actions
- Develop strategies to deliver John Hancock solutions to BGAs
- Present product illustrations, applications, features, and educational topics at national and BGA levels
- Develop procedures to automate communications and deliver personalized communications across client roles
- Gather business intelligence, identify trends, and produce project summaries for stakeholders
- Conduct national webinars and local meeting presentations, moderating or presenting portfolio and service topics
- Support onboarding of new IMOs and BGA members to the John Hancock relationship
Requirements
What you’ll need- 5+ years leading business marketing functions with a progression of increased responsibilities
- 5+ years of experience in financial services or a similar business-to-business wholesale role
- Required FINRA SIE license
- Required Series 6 license
- Required Series 63 license
- Required Life & Health license
- Some business travel may be required
- Strong analytical and critical thinking skills
- Distributor relationship management experience
- Ability to work autonomously and in a team-based environment
- Sales goal planning and execution experience
- Exceptional written, oral, and presentation communication abilities
- Sales acumen and ability to identify business trends, opportunities, and risk/exposure
- CLU, ChFC, CFP, CLTC, or LUTCF designations are a plus but not required
Benefits
Comp & perks- Incentive programs and incentive compensation tied to business and individual performance
- Health insurance
- Dental insurance
- Mental health benefits
- Vision insurance
- Short- and long-term disability insurance
- Life and AD&D insurance coverage
- Adoption/surrogacy benefits
- Wellness benefits
- Employee/family assistance plans
- Retirement savings plans, including pension/401(k) savings plans
- Global share ownership plan with employer matching contributions
- Financial education and counseling resources
- Up to 11 paid holidays annually
- 3 personal days annually
- 150 hours of vacation annually
- 40 hours of sick time annually, or more where required by law
- Statutory leaves of absence
- Flexible remote work environment
- Learning and career growth support
- Well-being and inclusion support
