Financial Advisor
Manulife is a leading international financial services provider, helping people make their decisions easier and lives better. The Financial Advisor role involves providing personalized investment recommendations and financial solutions to clients, focusing on their retirement assets and goals.
Responsibilities
- You are a vital member of our employee channel phone-based team focused on providing point-in-time advice to our existing IRA customers, referrals from other service centers and then helping these customer’s make good decisions about their retirement assets
- You are part of our team of financial advisors primarily responding to inbound calls, but also you will contact clients to provide periodic account and investment reviews, follow up on leads to acquire new clients and uncover opportunities to deepen existing relationships
- Your advice involves understanding the customer’s current investment and personal situation to recommend retirement strategies and investment product recommendations that might be the best fit for their unique needs
Skills
- FINRA SIE, Series 6, 63 and 65. FINRA Series 7 and State Insurance Licenses will be required as our product offering expands
- Bachelor's degree preferred
- 1-3+ years of Financial Services experience, preferably in phone and/or sales roles
- CRPC designation a plus
Benefits
- 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
- Various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions)
- Financial education and counseling resources
- 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
- The full range of statutory leaves of absence
Company Overview
Company H1B Sponsorship