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Senior Sales Coordinator
Manulife Financial
Boston, MA, United States
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Job Description:
Are you looking for unlimited opportunities to develop and succeed? With work that challenges and makes a difference, within a flexible and supportive environment, we can help our customers achieve their dreams and aspirations.
Job Description
The Senior Sales Coordinator is accountable for providing top-notch pre-sales support to all sources of business. This individual is a primary point of contact and resource for producers and back offices for items relating to the insurance pre-sales process, including product information, case design, illustrations, and assistance with any marketing or new business and underwriting needs.
• Build a foundation of life product knowledge with the ability to explain technical aspects of product features, benefits, and riders.
• Produce life insurance illustrations that are both timely and accurate.
• Demonstrate an innovative mindset to provide alternate solutions, illustrations and case designs to help win the sale.
• Follow-up with stakeholders to determine that illustrations meet their needs and help complete the sale.
• Build solid relationships with key stakeholders, including, producers, back offices, John Hancock wholesalers and internal counterparts.
• Work with John Hancock partners to help drive sales.
• Understand the focus of John Hancock’s business and implement the strategies and plans to meet / exceed sales goals.
• Identify opportunities to enhance customer relationships and facilitate the sales process through proactive outreach and the sharing of different product and marketing ideas.
• Regularly scan the competitive marketplace for updates on products and sales stories to determine how John Hancock can best compete.
• Understand the new business and underwriting processes and advocate for case(s) as appropriate.
• Demonstrate a high-level of resourcefulness and effectiveness and efficiency.
• Effectively use Salesforce to help track and support the business and sales process.
Job Requirements:
• Bachelor's degree, or equivalent.
• 3- 5 years of financial services or insurance industry experience preferred.
• Excellent phone demeanor, strong sales acumen, and customer service skills.
• Excellent organizational and time management skills; ability to manage multiple priorities.
• Ability to use advanced judgment in problem solving.
• Strong verbal and written communication skills.
• Understanding of life insurance, corresponding illustrations, sales concepts, and the underwriting process helpful.
• Experience with CRMs and database management.
• Working knowledge of Outlook and Microsoft Office applications.
• SIE (Securities Industry Essentials), Series 6, 63 and MA Life and Health exams required within 4 months of hire
LI-JH-JHC
If you are ready to unleash your potential it’s time to start your career with Manulife/John Hancock.
About Manulife
Manulife Financial Corporation is a leading international financial services group that helps people achieve their dreams and aspirations by putting customers' needs first and providing the right advice and solutions. We operate as John Hancock in the United States and Manulife elsewhere. We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions. At the end of 2016, we had approximately 35,000 employees, 70,000 agents, and thousands of distribution partners, serving more than 22 million customers. At the end of 2016, we had $977 billion (US$728 billion) in assets under management and administration, and in the previous 12 months we made almost $26 billion in payments to our customers.
Our principal operations are in Asia, Canada and the United States where we have served customers for more than 100 years. With our global headquarters in Toronto, Canada, we trade as 'MFC' on the Toronto, New York, and the Philippine stock exchanges and under '945' in Hong Kong.
Manulife is committed to supporting a culture of diversity and accessibility across the organization. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will consult with applicants contacted to participate at any stage of the recruitment process who request an accommodation. Information received regarding the accommodation needs of applicants will be addressed confidentially.