Retirement Rollover & Education Advisor

Manulife Financial; Boston (MA); Hybrid; USD 40,000 - 66,700; Full time

Benefits offered by this job

Health and dental benefits

Retirement savings plans

Generous paid time off

Job summary

Manulife Financial is seeking a Retirement Consultant based in Boston, Massachusetts, to educate and assist 401(k) participants in making informed retirement decisions. This role requires a strong focus on customer service, as well as analytical and communication skills, with a salary range of $40,000 to $66,700.

Candidates must have 1-3 years of financial services experience and be fluent in securities industry essentials.

Qualifications

• 1–3 years of Financial Services experience, preferably in phone and/or sales roles.
• Securities Industry Essentials (SIE) Exam, Series 6, 63 required.
• Must obtain Series 65 within 6 months of hire.

Responsibilities

• Educate participants about 401(k) and IRA options.
• Assist with the distribution process and referrals to advisors.
• Deliver superior customer experiences.

Skills

Customer service skills

Analytical skills

Communication skills

Problem-solving skills

Education

Bachelor’s degree preferred

Tools

Investment tools

Job description

Manulife Financial is seeking a Retirement Consultant based in Boston, Massachusetts, to educate and assist 401(k) participants in making informed retirement decisions. This role requires a strong focus on customer service, as well as analytical and communication skills, with a salary range of $40,000 to $66,700.

Candidates must have 1-3 years of financial services experience and be fluent in securities industry essentials.