michael itani

associate director, institutional sales

About

An accomplished sales and marketing professional with over 12 years of experience in the financial services industry. I've worked in various sales roles across multiple business channels focusing on retirement plans, mutual funds, ETFs, SMAs, 529 college savings, and annuities. I currently work in a consultative sales position offering investment products to retirement focused financial advisors, consultants, RIAs, and retirement plan record keepers.

Country

united states

City

boston

Industry

financial services

Skill

series 7, series 63, series 6, retirement planning, mutual funds, dcio, annuities, insurance, securities, consultative selling, relationship management, financial services, retirement, asset allocation, fixed annuities, wealth management, investments, life insurance, selling, business development, etfs, defined contribution, defined benefit, alternative investments, equities, fixed income, erisa, sales, business relationship management

Experience

associate director, institutional sales

2014-12 - Present · 11 yrs 10 mos

internal business consultant

john hancock investments

2010-10 - 2014-12 · 4 yrs 3 mos

● Proactively marketed and solicited retail John Hancock mutual funds, 529 College Saving Plans and SMA sales throughout the Wirehouse and Regional broker-dealer communities. ● As a business consultant, I provided value added sales ideas and marketing support to financial advisors throughout the Northeast region (CT, MA, ME, NH, NJ, NY, PA, RI, VT)

senior internal wholesaler

john hancock financial services

2006-9 - 2010-10 · 4 yrs 2 mos

* ● Internal Wholesaler of the Quarter, Q2 2009, Best Five Presentation Contest Winner; Q2 2009 * ● Most Valuable Internal Wholesaler of Division - 2008 * ● Act as a Senior Mentor to new Internal Wholesalers. * ● Facilitate sales idea and staff meetings when coverage is needed. * ● Participate in Sales Idea roundtable discussions and feedback sessions. * ● Fill in for Wholesaler meetings when needed. * ● Support an assigned External Wholesaler to proactively market and solicit John Hancock Annuities, and 529 College Saving Plans throughout Wirehouse and Regional broker-dealers in NY and NJ. * ● Help financial advisors increase their business by producing hypothetical illustrations, providing value added sales ideas and marketing support and conducting retail client conference calls.

priority broker services representative - annuities

john hancock financial services

2004-10 - 2006-9 · 2 yrs

● Respond to all telephone calls from wholesalers and selected brokers by providing account information regarding a broad range of subject areas such as product, transaction and new business inquiries. ● Responsible for reviewing, researching, and completing existing and new business transactions including transfers and rollovers, disbursements, and fund exchanges.

associate director, institutional sales - dcio retirement plans

john hancock investments

2014-12 - Present · 11 yrs 10 mos

Responsible for proactive sales and support of mutual funds that are sold through all financial advisor channels with a focus on the Defined Contribution Investment Only market. I partner with individual intermediaries, investment gatekeepers, research analysts, retirement plan consultants, record keepers, and defined contribution (DC) and defined benefit (DB) plan advisors to offer investments for use in open-architecture retirement plan lineups.