Manulife and John Hancock

Manulife and John Hancock

Retirement Consultant

Boston, Massachusetts

Sponsorship not specifiedDetected 12 days ago
NegotiationOutbound SalesProcess ImprovementCustomer SupportCommunicationProblem SolvingTime ManagementMentoring

About the role

  • This involves educating, guiding and helping terminating and retiring participants understand the variety of options available to them so they can make informed decisions.
  • The RC works to understand the unique needs of our participants, educates them on the different options available to them and offers guidance as to all available options.
  • The RC is well-versed in John Hancock 401(k) products as well as John Hancock's IRA product offerings, which include the JH Mutual Fund IRA, JH Managed IRA and JH Guaranteed Income for Life Variable Annuity IRA (GIFL).

Responsibilities

  • 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
  • Deliver a superior customer experience professionally while assisting participants in their decision-making process
  • 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
  • Participate in training and coaching 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

Requirements

  • 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 90 days of hire)
  • Customer-focused with the ability to anticipate and exceed needs

Nice to have

  • Spanish language proficiency is considered an asset
  • When you join our team:
  • We'll empower you to learn and grow the career you want.
  • 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.
  • Manulife is an Equal Opportunity Employer
  • At Manulife/John Hancock, we embrace our diversity.

Compensation

  • 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 te

Benefits

  • Member of a unique award-winning phone-based team with U.S. Retirement focused on educating and helping 401(k) participants make good decisions about what to do with their retirement assets when leaving their employers
  • Ability to quickly analyze and assess the unique needs of participants, present options and take action accordingly to help participants with their retirement decisions
  • Share successful education and process improvement ideas in a team environment

Company info

  • John Hancock Life Insurance Company (U.S.A.)
  • 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.

Visa & Work Authorization

  • r practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related co
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This listing is sourced directly from Manulife and John Hancock's careers page and normalized into a canonical job model.