This job has expired, please see additional jobs below
Senior Sales Coordinator
Manulife Financial
Boston, MA, United States
Job Details - this job has expired, please see similar jobs below
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