Education involves discussing the differences, nuances and advantages of the variety of distribution options and available products to help participants make informed decisions on what might be the best fit for their unique needs.
Present options and offer solutions that are aligned with what the participant is looking to do in order for them to make an informed decision.
Ability to quickly analyze and assess the unique needs of participants, present options and take action accordingly to help participants with their retirement decisions
Assist advisors from partner firms navigate through the distribution process; refer potential leads to plan advisors, as needed, per predetermined commitments to key business partners
Become well versed in John Hancock's 401(k) products as well as John Hancock's IRA product offerings
Become an expert on the various John Hancock investments options and different education-based and advice-based methodologies
Assist 401k participants with opening or funding of a JH IRA account
Work directly with financial intermediaries and ultimately channel assets into John Hancock
Deliver a superior customer experience in a professional manner while assisting participants in their decision-making process
Review the investment line-up of a participant's current 401(k), and analyze and compare it to the various options within the JH IRA product offerings
Leverage investment tools and methodologies such as John Hancock's proprietary Fund Matching tool
Encouraged to achieve monthly activity and efficiency targets
Adhere to the highest levels of integrity and professional conduct
Participate in training and mentor development programs designed to enhance skills and provide opportunities for advancement within the RES role and other firm-wide sales-, marketing- and management-related functions
Share successful education and process improvement ideas in a team environment
How will you create impact?
Requirements
Bachelor's degree preferred
1-3 years of Financial Services experience, preferably in phone and/or sales type roles.
Securities industry Essentials (SIE) Exam, Series 6, 63 required (and must obtain Series 65 within 6 months of hire)
Passion for helping people on a one-on-one basis
Spanish-speaking is a plus
Strong listening and customer service skills
Strong analytical and problem-solving skills
Excellent communication, presentation and negotiation skills
Strong understanding of policies and procedures
Ability to work independently as well as in a team environment to meet stated goals and targets
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
The role being advertised is an existing vacancy.
About Manulife and John Hancock
Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html .
Manulife is an Equal Opportunity Employer
Benefits
401(k)Flexible schedule
Additional Information
The Retirement Consultant (RC) works as a member of a broader team with a collaborative culture responsible for over $3.5B in annual asset retention including IRA rollover flows through educating and helping 401(k) participants who are terminating or retiring make good decisions about what to do with their retirement assets. The RC will exercise expertise in the various John Hancock investment options and the different education-based and advice-based methodologies that are essential to facilitating a rollover into a John Hancock IRA that best meets the participant's unique needs. Using discretion and judgement, you will collaborate with other key roles within the Personal Financial Services team and strategically manage the volumes of inbound and outbound calls vital to assist all participants with their retirement needs in a timely manner.
Manulife · Boston, MA