Phone-Based Retirement Advisor for Growth & Impact

John Hancock; Boston (MA); Hybrid; USD 59,000 - 98,000; Full time

Benefits offered by this job

Incentive programs

Job summary

John Hancock is seeking telephone-based financial advisors to deliver retirement, investment, and wealth planning guidance. You’ll engage a steady flow of qualified opportunities and focus on client outcomes, relationships, and asset growth.

You’ll join a collaborative team with coaching, planning resources, and ongoing licensing support, with opportunities for growth into senior roles and tailored training programs.

Qualifications

• Bachelor’s degree.
• 5+ years of financial services experience, preferably in phone-based and/or sales roles.
• CRPC designation.

Responsibilities

• Deliver personalized retirement, investment, and wealth planning advice to clients through telephone-based conversations.
• Engage a steady flow of qualified client opportunities, understanding each client’s goals and recommending suitable solutions.
• Build and deepen long-term client relationships that support asset growth and client retention.
• Partner with experienced leaders, planning resources, and team members through coaching, mentorship, and shared best practices.
• Maintain all required licensing and adhere to applicable regulatory, compliance, and suitability standards.

Education

Bachelor’s degree

FINRA SIE and Series 7, 63, 65 licenses

CRPC designation

Job description

John Hancock is seeking telephone-based financial advisors to deliver retirement, investment, and wealth planning guidance. You’ll engage a steady flow of qualified opportunities and focus on client outcomes, relationships, and asset growth.

You’ll join a collaborative team with coaching, planning resources, and ongoing licensing support, with opportunities for growth into senior roles and tailored training programs.