Phone-Based Retirement Planning Advisor

Manulife/John Hancock

Atlanta (GA)

Hybrid

USD 40,000 - 67,000

Full time

14 days+

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Benefits offered by this job

Health insurance

Dental insurance

Mental health support

Vision care

Disability insurance

Life and AD&D insurance

Adoption/surrogacy benefits

Employee assistance program

Paid holidays

Job summary

Manulife/John Hancock in Atlanta is seeking a licensed financial services professional to engage with IRA clients and referrals, educate on retirement solutions, and guide investment decisions. The role emphasizes consultative service, relationship deepening, and collaboration with senior advisors to deliver high-quality client experiences.

Qualified candidates will have FINRA SIE and Series 7/63/65 licenses within 90 days of hire, 3–5 years in financial services, and a bachelor’s degree

Qualifications

FINRA SIE and Series 7, 63, 65 licenses required within 90 days of being hired.
Three to five years of financial services experience, preferably in phone-based and/or sales roles.
Bachelor’s degree preferred.

Responsibilities

Respond to inbound calls, assess client needs, and help clients make informed investment decisions.
Educate clients on retirement and investment concepts and identify opportunities to deepen relationships.
Collaborate with senior advisors to refer complex cases and assist with account and investment questions.