Retirement Financial Consultant

Manulife • Atlanta, GA

3d • $40,000 - $66,700 • Hybrid

About The Position

Retirement Financial Consultants at Manulife John Hancock Wealth work with an established book of clients, servicing their needs, building trust, and deepening relationships rather than performing cold-call prospecting. The channel is opening a growing pipeline of accounts, providing opportunities to engage clients, understand their goals, and help them make informed decisions about retirement planning and investments.

As a member of an employee-channel, phone-based team, the consultant delivers financial education and guidance to help clients pursue desired retirement outcomes while supporting client retention, relationship growth, and asset growth. The role offers coaching, shared resources and best practices, and senior-advisor support in a collaborative team. It also provides opportunities to strengthen advisory skills and advance into more senior financial advisor roles as the business grows.

The position responds to inbound calls from existing IRA clients and referrals, assesses needs, explains retirement and investment concepts, and presents relevant solutions. Consultants handle account and investment questions, support client decision-making, follow up on leads and opportunities, and refer clients needing more sophisticated advice to senior advisors. They also maintain knowledge of the company’s offerings and relevant market, regulatory, and financial-planning developments, and participate in training and coaching.

The role is hybrid. The listed base salary range is $40,000 to $66,700 USD, with eligibility for discretionary incentive compensation. Benefits are available to eligible employees and include health and dental coverage, mental health and vision benefits, disability and life coverage, adoption/surrogacy and wellness benefits, employee and family assistance plans, retirement savings plans, paid time off, and statutory leaves.

Requirements

• FINRA SIE, Series 7, and Series 63 licenses are required within 90 days of being hired.
• Three to five years of financial services experience.

Nice To Haves

• Financial services experience in phone-based and/or sales roles is preferred.
• A bachelor’s degree is preferred.
• 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 their retirement outcomes.
• Comfort with empowerment and accountability, learning from setbacks, and applying lessons to improve performance.

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 client 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 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 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.

Benefits

• Eligible employees may receive health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage.
• Adoption/surrogacy and wellness benefits.
• Employee and 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.
• U.S. paid time off 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).
• Statutory leaves of absence.
• Eligible employees may participate in incentive programs and earn incentive compensation tied to business and individual performance.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed