Retirement Financial Consultant

Retirement Financial Consultants at Manulife John Hancock Wealth have the opportunity to spend more time working with an established book of clients, servicing their needs, building trust, and deepening relationships, rather than performing cold call prospecting. A strong and growing pipeline of accounts is being opened into this channel, creating meaningful opportunities to proactively engage clients, understand their goals, and help them make informed decisions about retirement planning and investments.

As a vital member of our employee-channel, phone-based team, you will deliver financial education and guidance that helps clients pursue their desired retirement outcomes while contributing to client retention, relationship growth, and asset growth. You will have access to coaching, resources, shared best practices, and senior advisor support within a highly collaborative team structure. You will also have opportunities to strengthen your advisory skills and advance into more senior financial advisor roles as the business grows. 

*Please note that the salary range listed below reflects base salary. This role is also eligible for discretionary incentive compensation, which will be discussed in more detail during the interview process*

Who Will Thrive in This Role? 

• Demonstrates strong client service and sales skills, quickly uncovering client needs and presenting appropriate solutions. 

• Manages time and resources efficiently and works effectively within a collaborative team structure. 

• Is motivated by solving problems and helping clients pursue their desired retirement outcomes. 

• Possesses strong retirement and investment knowledge and can educate clients on available solutions. 

• Thrives in an environment of empowerment and accountability, learns from setbacks, and applies those lessons to improve performance. 

Position Responsibilities:

Client Engagement and Relationship Deepening  

• Serve as a vital member of our employee-channel, phone-based team, providing financial education, guidance, and fundamental solutions to existing IRA clients and referrals from other service centers. 

• Respond to inbound calls, assess client needs, and help clients make informed investment decisions. 

• Quickly analyze each client’s circumstances, present relevant options, and provide a consultative, high-quality service experience. 

• Educate clients on retirement and investment concepts and identify opportunities to deepen relationships and gather additional assets. 

• Work collaboratively and refer clients who require more sophisticated advice to senior advisors on the team. 

• Assist clients with account and investment questions, including asset movement, trading, and day-to-day service inquiries. 

• Deliver an outstanding client experience while supporting clients through their decision-making process. 

• Achieve monthly productivity targets, including timely follow-up on sales leads and client opportunities. 

Practice Management and Professional Development 

• Stay informed about market trends, retirement regulations, economic indicators, and financial planning topics. 

• Maintain detailed knowledge of the range of Manulife John Hancock Wealth offerings and solutions available to clients. 

• Participate in training and coaching programs designed to strengthen skills and create opportunities for advancement. 

• Share successful client engagement practices and ideas for continuous improvement within the team. 

Required Qualifications: 

• FINRA SIE and Series 7, 63.  65 licenses required within 90 days of being hired. 

• Three to five years of financial services experience, preferably in phone-based and/or sales roles. 

• Bachelor’s degree preferred. 

When you join our team: 

• We will empower you to learn and grow the career you want. 
• We will recognize and support you in a flexible environment where well-being and inclusion are more than just words. 
• As part of our global team, we will support you in shaping the future you want to see. 

If you are applying to this role in Massachusetts, please note the base salary range is $40,000.00 - $ 66,700.00 USD.

The role being advertised is an existing vacancy.

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 https://www.manulife.com/en/about/our-story.html.

Manulife 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 [email protected].

Referenced Salary Location

Atlanta, GeorgiaHybrid

Salary range is expected to be between

$40,000.00 USD - $66,700.00 USD

Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location.

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.

We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.

Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify

Company: John Hancock Life Insurance Company (U.S.A.)