This role focuses on providing point-in-time advice to existing IRA customers and referrals, helping them make sound 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 sound decisions about their retirement assets.
You will be responsible for responding to inbound calls, conducting periodic account and investment reviews, and following up on leads to acquire new clients and deepen existing relationships.
Manulife Financial Inc. offers a dynamic team environment with an array of resources, empowering employees to learn and grow their careers in a flexible and inclusive setting.
Matching Summary
This role focuses on providing point-in-time advice to existing IRA customers and referrals, helping them make sound decisions about their retirement assets.
Salary
Base: $59,000.00 USD - $98,300.00 USD; Bonus/Equity: Incentive programs and incentive compensation tied to business and individual performance; Benefits: Health, dental, mental health, vision, disability, life insurance, retirement savings plans, paid time off
Skills & Requirements
Must-have
Retirement asset management
Personalized investment recommendations
Customer relationship management
Financial solutions delivery
Nice-to-have
Entrepreneurial approach
Continuous improvement mindset
Client needs exploration
Key Requirements
FINRA SIE, Series 6, 63 and 65
FINRA Series 7 and State Insurance Licenses (as product offering expands)