Retirement Consultant
| Company | Manulife Financial |
|---|---|
| Location | Boston, MA, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Junior, Mid Level |
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)
- 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
Responsibilities
- 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, which includes the JH Mutual Fund IRA, JH Managed IRA and JH GIFL IRA
- 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
Preferred Qualifications
- Spanish-speaking is a plus
- Passion for helping people on a one-on-one basis