Phone-Based Retirement Wealth Advisor

Manulife Insurance Malaysia; Boston (MA); Hybrid; USD 59,000 - 98,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Mental health benefits

Vision benefits

Disability insurance (short & long‑ten

Life and AD&D insurance

Adoption/surrogacy and wellness perks

Employee assistance program

Job summary

John Hancock Life Insurance Company (U.S.A.) is seeking telephone-based financial advisors to help clients with retirement, investment, and wealth planning goals. A steady flow of qualified opportunities allows you to focus on delivering advice, deepening client relationships, and achieving strong outcomes.

You will work in a collaborative environment with coaching, planning resources, and licensing support, offering growth into more senior advisor roles as you build expertise and a trusted

Qualifications

• FINRA SIE license and Series 7, 63, and 65 licenses required.
• State insurance licenses will be required as the product offerings expand.
• Bachelor’s degree preferred.
• 5+ years of financial services experience, preferably in phone-based and/or sales roles.
• CRPC designation is a plus.

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

Financial services

Phone-based selling

Relationship building

Education

Bachelor’s degree

CRPC designation

FINRA SIE + Series 7/63/65 licenses

State insurance licenses

Job description

John Hancock Life Insurance Company (U.S.A.) is seeking telephone-based financial advisors to help clients with retirement, investment, and wealth planning goals. A steady flow of qualified opportunities allows you to focus on delivering advice, deepening client relationships, and achieving strong outcomes.

You will work in a collaborative environment with coaching, planning resources, and licensing support, offering growth into more senior advisor roles as you build expertise and a trusted