Retirement Financial Consultant

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

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.

Skills

Client service

Sales skills

Team collaboration

Education

FINRA SIE

Series 7

Series 63

Series 65

Bachelor’s degree preferred

Job description

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/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long‑term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence. We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.

Equal Opportunity Employer:

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 conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [e-mail].

Referenced Salary Location Atlanta, Georgia Working Arrangement Hybrid

Salary range is expected to be between $40,000.00 USD - $66,700.00 USD. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job‑related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact [e-mail] for the salary range for your location.

Benefits:

• health
• dental
• mental health
• vision
• short- and long‑term disability
• life and AD&D insurance coverage
• adoption/surrogacy and wellness benefits
• employee/family assistance plans

Paid Time Off:

• up to 11 paid holidays
• 3 personal days
• 150 hours of vacation
• 40 hours of sick time (or more where required by law) each year
• full range of statutory leaves of absence

Recent Awards Include:

• 2026 Gallup Exceptional Workplace Award Winner
• Manulife Named one of Forbes World’s Best Employers 2025
• Financial Times World’s Best Employers Asia-Pacific 2026
• We’ve been recognized as one of Canada’s Top 100 Employers 2026
• #1 Life Insurer for AI Maturity by Evident 2026

Ending Statements:

We’re proud of our accomplishments and recognition. Our ambition is to be the number one choice for customers. Learn more at https://www.manulife.com/. We’re on a mission to make decisions easier and lives better. Better is what drives us. It’s what inspires us to find new ways to support customers and colleagues in living longer and healthier lives. It’s the reason we’re dedicated to investing in digital innovation and industry‑leading AI, and accelerating a sustainable and economically inclusive future. Joining us means you’ll be empowered to learn and grow your career. We’ll recognize and support you in a flexible environment where well‑being and inclusion are more than just words. And as part of our global team, you’ll help shape the future you want to see – and discover that better can take you anywhere you want to go.