Retirement Finance Advisor — Phone‑Based Client Growth

Manulife Insurance Malaysia; Boston (MA); Hybrid; 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

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.