Retirement Financial Consultant

Manulife•Atlanta, GA

1d•$40,000 - $66,700•Hybrid

About The Position

Retirement Financial Consultants at Manulife John Hancock Wealth work with an established book of clients, focusing on servicing their needs, building trust, deepening relationships, and engaging clients from a growing pipeline of accounts. As part of an employee-channel, phone-based team, the consultant provides financial education and guidance to help clients pursue retirement outcomes and make informed decisions about retirement planning and investments. The role contributes to client retention, relationship growth, and asset growth, with coaching, shared resources, best practices, and senior advisor support. There are opportunities to strengthen advisory skills and advance to more senior financial advisor roles as the business grows. The position is based in Atlanta, Georgia, with a hybrid working arrangement. The salary range is $40,000 to $66,700 USD, with eligibility for discretionary incentive compensation tied to business and individual performance. Compensation varies with local market conditions and job-related factors. The role is an existing vacancy.

Requirements

FINRA SIE and Series 7 and 63 licenses are required; Series 65 license is required within 90 days of being hired.
Three to five years of financial services experience, preferably in phone-based and/or sales roles.
Strong client service and sales skills, including the ability to uncover client needs and present appropriate solutions.
Strong retirement and investment knowledge and the ability to educate clients on available solutions.
Ability to manage time and resources efficiently and work effectively in a collaborative team structure.
Motivation to solve problems and help clients pursue retirement outcomes.
Ability to learn from setbacks and apply lessons to improve performance.

Nice To Haves

Bachelor's degree preferred.

Responsibilities

Provide 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.
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.
Refer clients who need 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 and support 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 Manulife John Hancock Wealth offerings and solutions available to clients.
Participate in training and coaching programs to strengthen skills and support advancement.
Share successful client engagement practices and ideas for continuous improvement within the team.