Wealth Specialist

Manulife • Boston, MA

8d • Hybrid

About The Position

Supported with an array of resources, the Wealth Specialist at Manulife John Hancock Wealth spend their time deepening relationships with an established base of clients and organically growing our practice through internal referrals to deliver financial solutions and retirement goals of the clients we serve. We hire and develop Wealth Specialist who believe in our mission of helping our clients find confidence in retirement and who personify our values. Should the following skills reflect who you are and who you aspire to be, you will thrive as a Wealth Specialist at Manulife John Hancock Wealth. Deeply curious with a demonstrated ability to quickly uncover the needs of the client. Manages time and resources efficiently and effectively to bring compounding value and excellence to our customers. Motivated by resolving problems. Takes tremendous pride in your knowledge of John Hancock products and services to diagnose the needs of customers, and unwavering work ethic. Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance. Position Responsibilities: You are a vital member of our employee channel phone-based team 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 them toward informed decisions for straightforward solutions Ability to quickly analyze and assess the unique needs of the customer then present options to resolve their needs. Understanding when appropriate, you will refer customers who require more sophisticated advice to an Associate Wealth Consultant or Wealth Advisor. Stay informed of market trends, and economic indicators to help the customer make informed decisions and provide sound guidance to them. Detailed knowledge of the diverse range of John Hancock offerings and solutions we provide to our customers. Assist customers and respond to their questions about account opening and/or funding their investment account(s). Deliver outstanding customer experience in a professional manner while assisting clients in their decision-making process. Achieve monthly productivity targets. 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.

Requirements

• Bachelor’s degree preferred.
• 1-3 years of Financial Services experience, preferably in phone and/or sales type roles.
• FINRA SIE, Series 6, 63 required and Series 65 required within 6 months of hire date

Responsibilities

• Respond to inbound calls, assess customer needs, and guide them toward informed decisions for straightforward solutions
• Ability to quickly analyze and assess the unique needs of the customer then present options to resolve their needs.
• Understanding when appropriate, you will refer customers who require more sophisticated advice to an Associate Wealth Consultant or Wealth Advisor.
• Stay informed of market trends, and economic indicators to help the customer make informed decisions and provide sound guidance to them.
• Detailed knowledge of the diverse range of John Hancock offerings and solutions we provide to our customers.
• Assist customers and respond to their questions about account opening and/or funding their investment account(s).
• Deliver outstanding customer experience in a professional manner while assisting clients in their decision-making process.
• Achieve monthly productivity targets.
• 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.

Benefits

• Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees