Financial Consultant

Manulife; Boston (MA); Hybrid; USD 40,000 - 67,000; Full time

Benefits offered by this job

Incentive compensation

Flexible work environment

Job summary

Manulife John Hancock Wealth is seeking a Financial Consultant in Boston to deepen client relationships and grow the practice through internal referrals. You will offer financial solutions and retirement planning guidance to a base of clients, delivering high-quality service and educating clients on investment options.

The role requires strong client service, sales skills, and knowledge of retirement investments, with potential for incentive compensation and a hybrid working arrangement.

Qualifications

• Bachelor’s degree preferred.
• 1-3 years of Financial Services experience, preferably in phone and/or sales roles.
• FINRA SIE, Series 6, 63 required and Series 65 required within 6 months of hire date.

Responsibilities

• Respond to inbound calls, assess customer needs, and guide clients to informed investment decisions.
• Explain options to address client needs and educate for high-quality service and asset growth.
• Refer complex advised to senior advisors within the team as needed.
• Stay informed of market trends and retirement regulations to provide sound guidance.

Skills

Client service

Sales skills

Time management

Team collaboration

Retirement knowledge

Investment education

Education

FINRA SIE, Series 6, 63 and Series 65 certifications

Job description

Supported with an array of resources, the Financial Consultant at Manulife John Hancock Wealth spend their time deepening relationships with an established base of clients and organically growing our practice through internal referrals to deliver financial solutions and retirement goals of the clients we serve. We hire and develop Financial Consultant who believe in our mission of helping our clients find confidence in retirement and who personify our values.

If helping clients achieve their retirement goals while helping the firm gather assets and deepen relationships interests you, then you will thrive as a Financial Consultant at Manulife John Hancock Wealth.

• Demonstrate strong client service and sales skills to quickly uncover the needs of the client and offer appropriate solutions.
• Manages time and resources efficiently and works effectively within a team structure
• Motivated by solving problems to help clients achieve their desired retirement outcomes.
• Possess expertise in retirement and investment knowledge and be able to educate clients on possible solutions.
• Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance.

Position Responsibilities

• You are a vital member of our employee channel phone-based team who is passionate about providing financial education, guidance and fundamental solutions to our exiting IRA customers, referrals from other service centers, etc. and helping customers make good decisions about their existing retirement accounts.
• Respond to inbound calls, assess customer needs, and guide clients to allow them to make informed investment decisions.
• Ability to quickly analyze and assess the unique needs of the customer and then present options to address those needs. Be consultative and provide education to provide high quality service and uncover additional assets to deepen client relationships.
• Work in a team structure and understand when appropriate, you will refer customers who require more sophisticated advice to more senior advisors on the team.
• Stay informed of market trends, retirement regulations, and economic indicators to provide sound guidance helping the customer make informed decisions.
• Detailed knowledge of the diverse range of John Hancock Wealth offerings and solutions that are available to our customers.
• Assist customers and respond to their questions about their account and investments including asset movement, trading, along with day-to-day service inquiries.
• Deliver outstanding customer experience in a professional manner while assisting clients in their decision-making process.
• Achieve monthly productivity targets that includes acting on sales lead opportunities.
• Participate in training and coaching development programs crafted to improve skills and provide opportunities for advancement.
• Share successful customer engagement experiences and ideas for improvement in execution in a team environment.

Required Qualifications

• Bachelor’s degree preferred.
• 1-3 years of Financial Services experience, preferably in phone and/or sales roles.
• FINRA SIE, Series 6, 63 required and Series 65 required within 6 months of hire date.

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 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 [e-mail].

Referenced Salary Location

Boston, Massachusetts

Working Arrangement

Hybrid

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 [e-mail] 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.)