Retirement Financial Consultant

Manulife John Hancock; Atlanta (GA); On-site; USD 40,000 - 67,000; Full time

Job summary

Manulife John Hancock Wealth in the United States is seeking a Retirement Financial Consultant to support an established book of IRA clients by delivering education, guidance, and tailored retirement planning solutions. This is a phone-based role within a collaborative team, with coaching and opportunities to deepen relationships and assets.

In this role you will respond to calls, assess client needs, and present suitable investment options while educating clients on retirement concepts.

Qualifications

• FINRA SIE and Series 7, 63, 65 licenses required within 90 days of hiring.
• 3–5 years financial services experience, preferably in phone-based and/or sales roles.
• Bachelor's degree preferred.

Responsibilities

• Serve as a vital member of our employee-channel, phone-based team, providing financial education, guidance, and fundamental solutions to existing IRA clients and referrals from other service centers.
• Respond to inbound calls, assess client needs, and help clients make informed investment decisions.
• Quickly analyze each client's circumstances, present relevant options, and provide a consultative, high-quality service experience.
• Educate clients on retirement and investment concepts and identify opportunities to deepen relationships and gather additional assets.
• Work collaboratively and refer clients who require more sophisticated advice to senior advisors on the team.
• Deliver an outstanding client experience while supporting clients through their decision-making process.
• Achieve monthly productivity targets, including timely follow-up on sales leads and client opportunities.

Skills

Client service

Sales skills

Team collaboration

Retirement knowledge

Investment knowledge

Education

Bachelor's degree preferred

FINRA SIE and Series 7, 63, 65 licenses within 90 days

Job description

Retirement Financial Consultants at Manulife John Hancock Wealth have the opportunity to spend more time working with an established book of clients, servicing their needs, building trust, and deepening relationships, rather than performing cold call prospecting. A strong and growing pipeline of accounts is being opened into this channel, creating meaningful opportunities to proactively engage clients, understand their goals, and help them make informed decisions about retirement planning and investments.

As a vital member of our employee-channel, phone-based team, you will deliver financial education and guidance that helps clients pursue their desired retirement outcomes while contributing to client retention, relationship growth, and asset growth. You will have access to coaching, resources, shared best practices, and senior advisor support within a highly collaborative team structure. You will also have opportunities to strengthen your advisory skills and advance into more senior financial advisor roles as the business grows.

* Please note that the salary range listed below reflects base salary. This role is also eligible for discretionary incentive compensation, which will be discussed in more detail during the interview process*

Who Will Thrive in This Role?

• Demonstrates strong client service and sales skills, quickly uncovering client needs and presenting appropriate solutions.
• Manages time and resources efficiently and works effectively within a collaborative team structure.
• Is motivated by solving problems and helping clients pursue their desired retirement outcomes.
• Possesses strong retirement and investment knowledge and can educate clients on available solutions.
• Thrives in an environment of empowerment and accountability, learns from setbacks, and applies those lessons to improve performance.

Position Responsibilities:

Client Engagement and Relationship Deepening

• Serve as a vital member of our employee-channel, phone-based team, providing financial education, guidance, and fundamental solutions to existing IRA clients and referrals from other service centers.
• Respond to inbound calls, assess client needs, and help clients make informed investment decisions.
• Quickly analyze each client's circumstances, present relevant options, and provide a consultative, high-quality service experience.
• Educate clients on retirement and investment concepts and identify opportunities to deepen relationships and gather additional assets.
• Work collaboratively and refer clients who require more sophisticated advice to senior advisors on the team.
• Assist clients with account and investment questions, including asset movement, trading, and day-to-day service inquiries.
• Deliver an outstanding client experience while supporting clients through their decision-making process.
• Achieve monthly productivity targets, including timely follow-up on sales leads and client opportunities.

Practice Management and Professional Development

• Stay informed about market trends, retirement regulations, economic indicators, and financial planning topics.
• Maintain detailed knowledge of the range of Manulife John Hancock Wealth offerings and solutions available to clients.
• Participate in training and coaching programs designed to strengthen skills and create opportunities for advancement.
• Share successful client engagement practices and ideas for continuous improvement within the team.

Required 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.

When you join our team:

We will empower you to learn and grow the career you want.

We will recognize and support you in a flexible environment where well-being and inclusion are more than just words.

As part of our global team, we will support you in shaping the future you want to see.

If you are applying to this role in Massachusetts, please note the base salary range is $40,000.00 - $ 66,700.00 USD.

The role being advertised is an existing vacancy.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html .

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related condit