Retirement Financial Consultant

• 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.

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.

• 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.

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.

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  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…