This role focuses on providing point-in-time advice to existing IRA customers and referrals, helping them make good decisions about their retirement assets
Job Summary
This role focuses on providing point-in-time advice to existing IRA customers and referrals, helping them make good decisions about their retirement assets.
You will be responding to inbound calls, conducting periodic account and investment reviews, and following up on leads to acquire new clients and deepen existing relationships.
Manulife offers a supportive and flexible environment, empowering employees to learn and grow their careers with a wide array of customizable benefits.
Matching Summary
This role focuses on providing point-in-time advice to existing IRA customers and referrals, helping them make good decisions about their retirement assets.
Salary
Base: $59,000.00 USD - $98,300.00 USD; Bonus/Equity: Incentive programs and compensation tied to performance; Benefits: Health, dental, mental health, vision, disability, life insurance, retirement savings plans, paid time off
Skills & Requirements
Must-have
retirement asset management
client relationship management
investment product recommendations
Nice-to-have
entrepreneurial approach
continuous improvement mindset
flexible work environment
Key Requirements
FINRA SIE, Series 6, 63 and 65
FINRA Series 7 and State Insurance Licenses required as product offering expands