Retirement Solutions Advisor

John Hancock; Boston (MA); Hybrid; USD 40,000 - 67,000; Full time

Benefits offered by this job

Incentive programs

Flexible work environment

Job summary

Manulife John Hancock Wealth is seeking a Financial Consultant to deepen relationships with an established client base and grow the practice through internal referrals, delivering financial solutions and retirement goals.

You will empower clients with education on retirement options, respond to inquiries, and collaborate with senior advisors to provide high-quality service while pursuing monthly productivity targets and advancement opportunities.

Qualifications

• Bachelor’s degree preferred.
• 1–3 years of Financial Services experience, preferably in phone and/or sales roles.
• FINRA SIE, Series 6, 63 required and Series 65 required within 6 months of hire date.

Responsibilities

• Respond to inbound calls, assess customer needs, and guide clients to informed investment decisions.
• Analyze customer needs and present options to address those needs.
• Refer customers requiring more sophisticated advice to senior advisors on the team.
• Stay informed of market trends and retirement regulations to provide sound guidance.
• Assist customers with account questions, asset movements, and day-to-day inquiries.
• Deliver outstanding customer experience and help clients in decision-making processes.
• Aim to achieve monthly productivity targets including sales lead opportunities.
• Participate in training and coaching to improve skills and career progression.

Skills

Customer development

Sales skills

Client service

Education

Bachelor’s degree preferred

FINRA SIE

Series 6

Series 63

Series 65

Job description

Manulife John Hancock Wealth is seeking a Financial Consultant to deepen relationships with an established client base and grow the practice through internal referrals, delivering financial solutions and retirement goals.

You will empower clients with education on retirement options, respond to inquiries, and collaborate with senior advisors to provide high-quality service while pursuing monthly productivity targets and advancement opportunities.