Wealth Specialist

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.

Required Qualifications:

• Bachelors 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

When you join our team:

• Well empower you to learn and grow the career you want.

• Well recognize and support you in a flexible environment where well-being and inclusion are more than just words.

• As part of our global team well support you in shaping the future you want to see.

#LI-JH

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider helping people make their decisions easier and lives better. To learn more about us visit is an Equal Opportunity Employer

At Manulife/John Hancock we embrace our diversity. We strive to attract develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment retention advancement and compensation and we administer all of our practices and programs without discrimination on the basis of race ancestry place of origin colour ethnic origin citizenship religion or religious beliefs creed sex (including pregnancy and pregnancy-related conditions) sexual orientation genetic characteristics veteran status gender identity gender expression age marital status family status disability or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process contact .

Working Arrangement

Hybrid

Salary & Benefits

Salary will vary depending on local market conditions geography and relevant job-related factors such as knowledge skills qualifications experience and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Please contact for additional information.

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.

Company: John Hancock Life Insurance Company (U.S.A.)

Required Experience:

IC