Financial Consultant

Supported with an array of resources, the Financial Consultant at Manulife John Hancock Wealth spends their time deepening relationships with an established base of clients and organically growing the practice through internal referrals to deliver financial solutions and retirement goals.

About the role

We hire and develop Financial Consultants who believe in our mission of helping clients find confidence in retirement and who personify our values. If helping clients achieve their retirement goals while helping the firm gather assets and deepen relationships interests you, then you will thrive as a Financial Consultant at Manulife John Hancock Wealth.

• Demonstrate strong client service and sales skills to quickly uncover client needs and offer appropriate solutions.
• Manage time and resources efficiently and work effectively within a team structure.
• Motivated by solving problems to help clients achieve their desired retirement outcomes.
• Possess expertise in retirement and investment knowledge and be able to educate clients on possible solutions.
• Thrive in an environment of empowerment and accountability, learn from mistakes, and apply learning to drive performance.

You are a vital member of our employee channel phone-based team who is passionate about providing financial education, guidance, and fundamental solutions to our existing IRA customers, referrals from other service centers, and helping customers make informed decisions about their existing retirement accounts.

Responsibilities

• Respond to inbound calls, assess customer needs, and guide clients to make informed investment decisions.
• Quickly analyze and assess the unique needs of the customer and present options to address those needs.
• Be consultative and provide education to deliver high-quality service and uncover additional assets to deepen client relationships.
• Work in a team structure and refer customers who require more sophisticated advice to more senior advisors on the team when appropriate.
• Stay informed of market trends, retirement regulations, and economic indicators to provide sound guidance.
• Maintain detailed knowledge of the diverse range of John Hancock Wealth offerings and solutions available to customers.
• Assist customers with questions about their accounts and investments, including asset movement, trading, and day-to-day service inquiries.
• Deliver outstanding customer experience in a professional manner while assisting clients in their decision-making process.
• Achieve monthly productivity targets, including acting on sales lead opportunities.
• Participate in training and coaching development programs crafted to improve skills and provide opportunities for advancement.
• Share successful customer engagement experiences and ideas for improvement in a team environment.

Requirements

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

Benefits

When you join our team, we empower you to learn and grow the career you want. We recognize and support you in a flexible environment where well-being and inclusion are prioritized.

• 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.
• Various retirement savings plans, including pension/401(k) savings plans and a global share ownership plan with employer matching contributions.
• Financial education and counseling resources.
• Generous paid time off program in the U.S., including up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law), plus the full range of statutory leaves of absence.

Pay

If you are applying to this role in Massachusetts, the salary range is $40,000.00 - $66,700.00 USD. 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. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

Schedule

Hybrid working arrangement.

Location: Boston, Massachusetts