Phone-Based Retirement Advisor — Growth & Coaching

Manulife Financial; Boston, Northern (MA, KY); Hybrid; USD 59,000 - 98,000; Full time

Benefits offered by this job

Incentive programs

Health, dental, vision

401(k) with employer matching

Job summary

Manulife Financial’s John Hancock team is hiring telephone-based advisors who deliver personalized retirement, investment, and wealth planning guidance to clients, emphasizing advice, long-term relationships, and meaningful outcomes.

You will work in a highly collaborative environment with coaching, planning resources, and licensing support, with a clear path to more senior roles and ongoing training to grow your career in a hybrid setup.

Qualifications

• FINRA SIE and Series 7, 63, and 65 licenses.
• State insurance licenses will be required as our product offerings expand.

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.

Skills

Relationship building

Phone-based advisory

Client-focused advice

Education

Bachelor’s degree

CRPC designation

Job description

Manulife Financial’s John Hancock team is hiring telephone-based advisors who deliver personalized retirement, investment, and wealth planning guidance to clients, emphasizing advice, long-term relationships, and meaningful outcomes.

You will work in a highly collaborative environment with coaching, planning resources, and licensing support, with a clear path to more senior roles and ongoing training to grow your career in a hybrid setup.