529 Specialist
529 Specialist
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Job Description
The Opportunity:
The 529 Wholesaler is responsible for the distribution of John Hancock 529 plans to the broker dealer community. This territory covers the Eastern United States.
Responsibilities:
- Develop new business through proactive outbound call activity.
- Create and maintain relationships with key focus firms in the territory by establishing method of call campaigns and communication.
- Organize and execute campaigns to prospects dormant and low-volume producers.
- Coordinate call activity with lists provided by management and National Accounts.
- Maintain a database of focus lists and representatives.
- Track calls update sales database and log sales and successes.
- Build networks and relationships with internal and external wholesaler partners to meet or exceed business objectives.
- Handle incoming phone calls and requests for information sales and marketing material and illustrations in a professional and timely manner.
- Support territorial marketing campaigns by organizing and implementing telephone calls and mailings.
- Travel 15 - 20% to interact with field sales team members and to deliver sales presentations.
Qualifications:
- FINRA Series 6 or 7 and 63 65 or 66 required.
- Bachelors degree preferred
- At least 2 years of internal sales experience in the financial services industry.
- Demonstrated knowledge of 529 college savings plans and mutual funds.
- Excellent communication and presentation skills.
- Able to work independently manage time and a travel budget effectively.
- Ability to influence others and collaborate with a team.
- Ability to analyze sales figures and determine a strategic plan of action.
- This position is subject to the Securities and Exchange Commissions Pay-to-Play Rule 206(4)-5 regarding political contributions by investment advisors and their covered associates.
When you join our team:
- Well empower you to learn and grow the career you want.
- Well recognize and support you in a flexible environment where well-being and inclusion are more than just words.
- As part of our global team well support you in shaping the future you want to see
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 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 .
Working Arrangement
Salary & Benefits
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 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.
Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify I Pay Transparency
Company: John Hancock Life Insurance Company (U.S.A.)Required Experience:
Unclear Seniority
Employment Type
Full-Time
