Financial Advisor Growth Consultant

John Hancock; Boston (MA); On-site; USD 60,000 - 90,000; Full time

Job summary

Manulife John Hancock Investments is seeking a proactive sales professional to educate financial advisors and drive outbound outreach. You will make about 60 calls daily to advisors outside BC Focus 500, qualify prospects, and coordinate with external sales teammates to set meetings.

Ideal candidates hold Series 7/66 licenses (or 63/65), a Bachelor's degree, and strong communication and organizational skills in a fast-paced financial services environment.

Qualifications

• Series 7 and Series 66 securities licenses (or combo of Series 63 and Series 65).
• Bachelor's Degree or equivalent experience.
• Proficiency in CRM systems and Microsoft Office tools.

Responsibilities

• Make an average of 60 outbound calls per day to financial advisors outside BC Focus 500.
• Educate advisors on company products and solutions to generate interest.
• Qualify prospects and schedule meetings with external sales representatives.
• Maintain accurate records of calls, contacts, and appointments in CRM systems.
• Collaborate with the sales team to ensure smooth handoff and follow-up.
• Achieve performance targets tied to: Contacts made, Appointments set, Show rates (advisor attends the scheduled meeting), and New Producers.
• Continuously improve product knowledge and sales communication techniques.

Skills

Series licenses

CRM proficiency

Microsoft Office

Bachelor's degree

Relationship management

Verbal communication

Interpersonal skills

Time management

Organizational skills

Problem-solving

Teamwork

Adaptability

Educating financial advisors

Education

Bachelor's degree

Tools

CRM systems

Microsoft Office

Job description

Manulife John Hancock Investments is seeking a proactive sales professional to educate financial advisors and drive outbound outreach. You will make about 60 calls daily to advisors outside BC Focus 500, qualify prospects, and coordinate with external sales teammates to set meetings.

Ideal candidates hold Series 7/66 licenses (or 63/65), a Bachelor's degree, and strong communication and organizational skills in a fast-paced financial services environment.