Vacancy Description
Kickstart Your Career as a Financial Consultant (Wealth & Retirement)
We are looking for a supportive, collaborative workplace with great teams and inspiring leaders. If you are an ambitious individual who shares our values and is eager to begin your journey as a sales professional in financial advising, we would love to hear from you.
Position Responsibilities
- Proactively call and receive calls from existing group retirement plan members who are leaving or have left their employer retirement plan to discuss their investment options and offer various Manulife investment solutions.
- Engage in one‑on‑one needs‑based conversations over the phone with group retirement plan members.
- Educate members on the benefits of various investment options and communicate our value proposition.
- Review and provide investment guidance on Group Retirement investments.
- Prepare financial illustrations to help members plan their retirement...
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