Manulife Financial
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
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.
When you join our team
We’ll empower you to learn and grow the career you want.
We’ll recognize and support you in a flexible environment where well‑being and inclusion are more than just words.
As part of our global team, we’ll support you in shaping the future you want to see.
#LI-JH
マニュライフとジョン・ハンコックについて マニュライフ・ファイナンシャル・コーポレーションは、「あなたの未来に、わかりやすさを」を提供する、国際的な大手金融サービスプロバイダーです。当社について詳しくは、 https://www.manulife.co.jp/をご覧ください。
マニュライフは機会均等を是とする雇用主です マニュライフ/ジョン・ハンコックでは、多様性を受け入れます。私たちは、サービス提供先であるお客さまと同様に、多様な人材を引きつけ、育成し、定着させ、文化や個人の力を受け入れる包括的な職場環境を促進するよう努めています。当社は公正な採用、定着、昇進、報酬に努めています。当社のすべての慣行およびプログラムは、人種、祖先、出身地、肌の色、民族的出自、市民権、宗教または宗教的信念、信条、性別（妊娠および妊娠関連の状態を含む）、性的指向、遺伝的特徴、退役軍人としての地位、性自認、性に関する表明、年齢、婚姻状況、家族状況、障害、または適用法で保護されるその他の要因に対する一切の差別を行うことなく管理されます。
雇用への平等なアクセスを提供するために、障壁を取り除くことが当社の優先事項です。人事担当者は、応募者が応募プロセス中に合理的配慮を要求する場合に協力します。配慮要求のプロセス中に共有されるすべての情報は、適用される法律およびマニュライフ/ジョン・ハンコックのポリシーに準拠した方法で保存および使用されます。申請プロセスにおいて合理的配慮を要求するには、 recruitment@manulife.com までご連絡をお願いします。
Working Arrangement ハイブリッド勤務
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 recruitment@manulife.com 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.
Know Your Rights Family & Medical Leave Employee Polygraph Protection Right to Work E-Verify Pay Transparency
Company: John Hancock Life Insurance Company (U.S.A.)
#J-18808-Ljbffr
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
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.
When you join our team
We’ll empower you to learn and grow the career you want.
We’ll recognize and support you in a flexible environment where well‑being and inclusion are more than just words.
As part of our global team, we’ll support you in shaping the future you want to see.
#LI-JH
マニュライフとジョン・ハンコックについて マニュライフ・ファイナンシャル・コーポレーションは、「あなたの未来に、わかりやすさを」を提供する、国際的な大手金融サービスプロバイダーです。当社について詳しくは、 https://www.manulife.co.jp/をご覧ください。
マニュライフは機会均等を是とする雇用主です マニュライフ/ジョン・ハンコックでは、多様性を受け入れます。私たちは、サービス提供先であるお客さまと同様に、多様な人材を引きつけ、育成し、定着させ、文化や個人の力を受け入れる包括的な職場環境を促進するよう努めています。当社は公正な採用、定着、昇進、報酬に努めています。当社のすべての慣行およびプログラムは、人種、祖先、出身地、肌の色、民族的出自、市民権、宗教または宗教的信念、信条、性別（妊娠および妊娠関連の状態を含む）、性的指向、遺伝的特徴、退役軍人としての地位、性自認、性に関する表明、年齢、婚姻状況、家族状況、障害、または適用法で保護されるその他の要因に対する一切の差別を行うことなく管理されます。
雇用への平等なアクセスを提供するために、障壁を取り除くことが当社の優先事項です。人事担当者は、応募者が応募プロセス中に合理的配慮を要求する場合に協力します。配慮要求のプロセス中に共有されるすべての情報は、適用される法律およびマニュライフ/ジョン・ハンコックのポリシーに準拠した方法で保存および使用されます。申請プロセスにおいて合理的配慮を要求するには、 recruitment@manulife.com までご連絡をお願いします。
Working Arrangement ハイブリッド勤務
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 recruitment@manulife.com 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.
Know Your Rights Family & Medical Leave Employee Polygraph Protection Right to Work E-Verify Pay Transparency
Company: John Hancock Life Insurance Company (U.S.A.)
#J-18808-Ljbffr