Financial Advisor Growth Specialist

Manulife; Boston (MA); Hybrid; USD 49,000 - 82,000; Full time

Job summary

Manulife John Hancock Investments is seeking a proactive sales professional to make 60 outbound calls daily to financial advisors, educate them on products, and convert interest into meetings with external reps. You will maintain CRM records, collaborate with the team, and strive to meet targets for contacts, appointments, and new producers in a high-volume environment.

Requires Series 7/66 licenses or Series 63/65, a bachelor’s degree or equivalent experience, and strong MS Office/CRM skills.

Qualifications

• Bachelor's Degree or equivalent experience required.
• Series 7 and Series 66 licenses (or combo Series 63/65) required.
• 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, appointments, show rates, and new producers.
• Continuously improve product knowledge and sales communication techniques.

Skills

Outbound calling

CRM proficiency

Verbal communication

Time management

Sales awareness

Team collaboration

Education

Bachelor's degree or equivalent experience

Series 7 and Series 66 licenses (or Series 63/65)

Tools

MS Office

CRM software

Job description

Manulife John Hancock Investments is seeking a proactive sales professional to make 60 outbound calls daily to financial advisors, educate them on products, and convert interest into meetings with external reps. You will maintain CRM records, collaborate with the team, and strive to meet targets for contacts, appointments, and new producers in a high-volume environment.

Requires Series 7/66 licenses or Series 63/65, a bachelor’s degree or equivalent experience, and strong MS Office/CRM skills.