Summary
Overview
Work History
Education
Skills
Sales Accomplishments
Timeline
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Hunter Cowan

Providence,RI

Summary

Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service.

Overview

6
6
years of professional experience

Work History

Internal Sales Consultant - Michigan

John Hancock Retirement Plan Services
05.2023 - Current

• Assumed comprehensive sales responsibility internally for the entire state of Michigan, ensuring consistent market penetration and revenue growth

• Collaborated closely with two external partners to align sales strategies and maximize market coverage for retirement plans up to $30,000,000 in assets

• Monitored market trends and competitor activities to adjust sales tactics and maintain a competitive edge

• Trained and mentored junior sales team members to enhance their skills and improve overall team performance

• Desk leader in mastering the John Hancock Open Architecture Platform operations for larger and more complex 401(k) clients

Internal Sales Consultant - Greater Detroit Area

John Hancock - Retirement Plan Services
07.2018 - 05.2023
  • Lead a variety of meetings such as Finalist Presentations, Demonstrations & Walkthroughs to add John Hancock’s retirement solutions to Financial Advisors’ respective product offerings
  • • Develop & Implement Business Strategies with the Regional Vice President to engineer & execute marketing themes, programs, and sales strategies to maximize the achievement of territory sales goals in Detroit, Michigan.
  • • Contact Financial Advisors to build relationships, uncover leads, provide solutions, advance the sale, and define next steps in relation to promoting and uncovering new retirement plan sales opportunities.
  • • Bring new Financial Advisors to the distribution channel. Follow-up with leads, coordinate pre and post sales deliverables, and manage the frequency & consistency of territory support.

Marketing/Finance Intern

Entegris, Inc.
  • Researched and completed global market share analysis
  • Performed pricing analyses across product lines
  • Completed detailed product margin analyses.

Education

Bachelor of Business Administration - Marketing

Fox School of Business, TEMPLE UNIVERSITY
08.2017

Skills

  • Series 63 Licensed
  • Series 6 Licensed
  • Massachusetts State Life Insurance Exam
  • Passed the Securities Industry Essentials Exam (SIE)
  • Microsoft Suite Proficiency
  • Relationship Management
  • Team Collaboration & Leadership
  • Goal-oriented mindset
  • CRM proficiency

Sales Accomplishments

  • Actively worked on 2,500 + qualified retirement plan opportunities
  • Sold 500+ plans between John Hancock Signature and Enterprise platforms totaling 500,000,000 in plan assets


Timeline

Internal Sales Consultant - Michigan

John Hancock Retirement Plan Services
05.2023 - Current

Internal Sales Consultant - Greater Detroit Area

John Hancock - Retirement Plan Services
07.2018 - 05.2023

Marketing/Finance Intern

Entegris, Inc.

Bachelor of Business Administration - Marketing

Fox School of Business, TEMPLE UNIVERSITY
Hunter Cowan