Retirement Financial Consultant

Manulife•Atlanta, GA

5d•Hybrid

About The Position

Retirement Financial Consultants at Manulife John Hancock Wealth have the opportunity to spend more time working with an established book of clients, servicing their needs, building trust, and deepening relationships, rather than performing cold call prospecting. A strong and growing pipeline of accounts is being opened into this channel, creating meaningful opportunities to proactively engage clients, understand their goals, and help them make informed decisions about retirement planning and investments. As a vital member of our employee-channel, phone-based team, you will deliver financial education and guidance that helps clients pursue their desired retirement outcomes while contributing to client retention, relationship growth, and asset growth. You will have access to coaching, resources, shared best practices, and senior advisor support within a highly collaborative team structure. You will also have opportunities to strengthen your advisory skills and advance into more senior financial advisor roles as the business grows. Who Will Thrive in This Role? Demonstrates strong client service and sales skills, quickly uncovering client needs and presenting appropriate solutions. Manages time and resources efficiently and works effectively within a collaborative team structure. Is motivated by solving problems and helping clients pursue their desired retirement outcomes. Possesses strong retirement and investment knowledge and can educate clients on available solutions. Thrives in an environment of empowerment and accountability, learns from setbacks, and applies those lessons to improve performance.

Requirements

FINRA SIE and Series 7, 63. 65 licenses required within 90 days of being hired.
Three to five years of financial services experience, preferably in phone-based and/or sales roles.
Bachelor’s degree preferred.

Responsibilities

Serve as a vital member of our employee-channel, phone-based team, providing financial education, guidance, and fundamental solutions 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 consultative, high-quality service experience.
Educate clients on retirement and investment concepts and identify opportunities to deepen relationships and gather additional assets.
Work collaboratively and refer clients who require more sophisticated advice to senior advisors on the team.
Assist clients with account and investment questions, including asset movement, trading, and day-to-day service inquiries.
Deliver an outstanding client experience while supporting clients through their decision-making process.
Achieve monthly productivity targets, including timely follow-up on sales leads and client opportunities.
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.

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
retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions)
financial education and counseling resources
up to 11 paid holidays
3 personal days
150 hours of vacation
40 hours of sick time (or more where required by law) each year
full range of statutory leaves of absence