Financial Consultant

Manulife is a leading international financial services provider dedicated to helping people make informed decisions about their financial futures. The Financial Consultant role focuses on deepening client relationships and delivering tailored financial solutions to meet retirement goals while managing inbound client inquiries and providing education on retirement and investment options.

Responsibilities

• Demonstrate strong client service and sales skills to quickly uncover the needs of the client and offer appropriate solutions
• Manages time and resources efficiently and works 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
• Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the 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 exiting IRA customers, referrals from other service centers, etc. and helping customers make good decisions about their existing retirement accounts
• Respond to inbound calls, assess customer needs, and guide clients to allow them to make informed investment decisions
• Ability to quickly analyze and assess the unique needs of the customer and then present options to address those needs. Be consultative and provide education to provide high quality service and uncover additional assets to deepen client relationships
• Work in a team structure and understand when appropriate, you will refer customers who require more sophisticated advice to more senior advisors on the team
• Stay informed of market trends, retirement regulations, and economic indicators to provide sound guidance helping the customer make informed decisions
• Detailed knowledge of the diverse range of John Hancock Wealth offerings and solutions that are available to our customers
• Assist customers and respond to their questions about their account and investments including asset movement, trading, along with with 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 that includes 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 execution in a team environment

Skills

• 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

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
• 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. 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
• Full range of statutory leaves of absence

Company Overview