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Financial Advisor Outreach Representative at Manulife - ApplyBlast

Financial Advisor Outreach Representative

Manulife

2 months ago

3.9 on Glassdoor

Boston, Massachusetts, United States

Hybrid

Full Time

Junior

0 applicants

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About this role

The role involves making high‑volume outbound calls to financial advisors, educating them on Manulife John Hancock investment products, qualifying prospects, and scheduling meetings for the sales team while maintaining accurate CRM records and meeting performance targets.

Responsibilities

Make 60 outbound calls per day to financial advisors
Educate advisors on company products and generate interest
Qualify prospects and schedule meetings with external sales representatives

Skills

Qualifications

Bachelor's DegreeSeries 7Series 66Series 63Series 65

About Manulife

manulife.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

View Profile

Manulife is a leading financial services group. We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions.