Financial Advisor Outreach Specialist

Manulife group

Boston (MA)

Hybrid

USD 49,000 - 82,000

Full time

2 days ago

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Job summary

Manulife John Hancock Investments is seeking an energetic sales-focused professional to engage financial advisors, educate them on products, and move opportunities through the pipeline. You will balance high-volume calls with effective qualification and scheduling, while maintaining CRM records and collaborating with the sales team to hit targets.

The role emphasizes relationship-building, strong communication, and adaptability in a fast-paced environment, with opportunities to grow within a

Qualifications

Required: 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, Appointments, Show rates, and New Producers.
Continuously improve product knowledge and sales communication techniques.