Financial Consultant

Manulife Insurance Malaysia; Boston (MA); On-site; USD 40,000 - 67,000; Full time

Benefits offered by this job

Health

Dental

Mental health

Vision

Disability insurance

Life insurance

Paid holidays

Job summary

Manulife John Hancock Wealth is seeking Retirement Financial Consultants who will work with an established client book, delivering education, guidance, and tailored retirement planning. The hybrid Boston role emphasizes service over cold calling, with coaching and senior advisor support.

You will respond to inbound IRA inquiries, analyze client scenarios, present suitable investment options, and help grow assets while maintaining exceptional client experience.

Qualifications

• Three to five years of financial services experience.
• FINRA SIE and Series 7 and 63 licenses; Series 65 required within 90 days of being hired.

Responsibilities

• Respond to inbound calls from existing IRA clients and referrals from other service centers, assess client needs, and help clients make informed investment decisions.
• Quickly analyze each client’s circumstances, present relevant options, and educate clients on retirement and investment concepts to identify opportunities to deepen relationships and gather additional assets.
• Assist clients with account and investment questions, including asset movement, trading, and day‑to‑day service inquiries, while delivering an outstanding client experience.
• Work collaboratively with the team and refer clients who require more sophisticated advice to senior advisors.
• Achieve monthly productivity targets, including timely follow‑up on sales leads and client opportunities, and stay informed about market trends, retirement regulations, and the full range of Manulife John Hancock Wealth solutions.

Skills

Financial services

Phone sales

FINRA licenses

Education

Bachelor's degree

Job description

Retirement Financial Consultants at Manulife John Hancock Wealth have the opportunity to spend more time working with an established book of clients, servicing their needs, building trust, and deepening relationships, rather than performing cold call prospecting. A strong and growing pipeline of accounts is being opened into this channel, creating meaningful opportunities to proactively engage clients, understand their goals, and help them make informed decisions about retirement planning and investments. As a vital member of our employee‑channel, phone‑based team, you will deliver financial education and guidance that helps clients pursue their desired retirement outcomes while contributing to client retention, relationship growth, and asset growth. You will have access to coaching, resources, shared best practices, and senior advisor support within a highly collaborative team structure. You will also have opportunities to strengthen your advisory skills and advance into more senior financial advisor roles as the business grows.

Position Responsibilities

• Respond to inbound calls from existing IRA clients and referrals from other service centers, assess client needs, and help clients make informed investment decisions.
• Quickly analyze each client’s circumstances, present relevant options, and educate clients on retirement and investment concepts to identify opportunities to deepen relationships and gather additional assets.
• Assist clients with account and investment questions, including asset movement, trading, and day‑to‑day service inquiries, while delivering an outstanding client experience.
• Work collaboratively with the team and refer clients who require more sophisticated advice to senior advisors.
• Achieve monthly productivity targets, including timely follow‑up on sales leads and client opportunities, and stay informed about market trends, retirement regulations, and the full range of Manulife John Hancock Wealth solutions.

Required Qualifications

• Three to five years of financial services experience, preferably in phone‑based and/or sales roles.
• FINRA SIE and Series 7 and 63 licenses; Series 65 required within 90 days of being hired.

Preferred Qualifications

• Bachelor’s degree.
• Strong client service and sales skills, with the ability to quickly uncover client needs and present appropriate solutions.
• Strong retirement and investment knowledge, with the ability to educate clients on available solutions.
• Ability to manage time and resources efficiently and work effectively within a collaborative team structure.
• Motivated by solving problems, thrives in an environment of empowerment and accountability, and applies lessons from setbacks to improve performance.

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.

Job Details

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.

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. 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.

Benefits

• Health
• Dental
• Mental health
• Vision
• Short- and long‑term disability
• Life and AD&D insurance coverage
• Adoption/surrogacy and wellness benefits
• Employee/family assistance plans
• Various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions)
• Financial education and counseling resources
• 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.

Know Your Rights

• Family & Medical Leave
• Employee Polygraph Protection
• Right to Work
• E-Verify
• Company: John Hancock Life Insurance Company (U.S.A.)

About Us

We’re Manulife. And we’re on a mission to make decisions easier and lives better. Better is what drives us. It’s what inspires us to find new ways to support customers and colleagues in living longer and healthier lives. It’s the reason we’re dedicated to investing in digital innovation and accelerating a sustainable and economically inclusive future. Joining us means you’ll be empowered to learn and grow your career. We’ll recognize and support you in a flexible environment where well‑being and inclusion are more than just words. And as part of our global team, you’ll help shape the future you want to see – and discover that better can take you anywhere you want to go. We’re proud of our accomplishments and recognitions. Recent awards include: 2024 Gallup Exceptional Workplace Award Winner Manulife Named one of Forbes World’s Best Employers 2023 Best Companies to Work for in Asia 2023 We’ve been recognized as one of Canada’s Top 100 Employers (2024) Manulife included in Bloomberg’s 2023 Gender-Equality Index. Our ambition is to be the most digital, customer‑centric global company in our industry. Learn more at https://www.manulife.com/.