This is an opportunity to build meaningful, long-term relationships while helping clients achieve their retirement, investment, and financial planning goals. Unlike many financial advisor roles that require extensive cold calling and self-generated prospecting, our advisors are supported with a steady flow of qualified client opportunities, allowing them to focus on what they do best: providing advice, deepening relationships, and delivering exceptional client outcomes.
Join a growing organization where you will engage with clients who are actively seeking guidance, helping them navigate important financial decisions through personalized retirement, investment, and wealth planning conversations. Our advisors spend more time helping clients achieve financial confidence and less time searching for their next opportunity.
A Colloborative Team Environment
Telephone-based advisors are part of a highly collaborative team structure that provides coaching, mentorship, and shared best practices to help you succeed. Experienced leaders, planning resources, and a supportive culture will help drive your professional growth and client success.
Whether you are an established advisor or looking to accelerate your career, you will find a clear path for growth and advancement within the organization.
Career Growth & Advancement
This position offers the opportunity to build a long-term career with a growing wealth management organization. Successful advisors have opportunities to progress into more senior advisor roles, and other advanced career opportunities as they expand their expertise and impact.
We are committed to investing in our people through ongoing training, coaching, licensing support, and leadership development to help you reach your professional goals.
Position Responsibilities:
Client Engagement and Relationship Deepening
- Serve as a vital member of our employee-channel, phone-based team, providing financial education, Investment guidance, and perform financial planning 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 high-quality service experience.
- Educate clients on retirement and investment concepts and identify opportunities to deepen relationships and gather additional assets.
- 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.
Preferred Qualifications:
- Bachelor’s degree preferred.
- 5+ years of financial services experience, preferably in phone-based and/or sales roles.
- CRPC designation a plus.
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, you will receive support to shape the future you want to see.
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 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 hr@manulife.com.
Referenced Salary Location
Boston, Massachusetts
Hybrid
Salary range is expected to be between
$59,000.00 USD - $98,300.00 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 hr@manulife.com for the salary range for your location.
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.
Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify
Company: John Hancock Life Insurance Company (U.S.A.)