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. Responsibilities include discussing the differences, nuances and advantages of the variety of distribution options and available products to help participants make informed decisions, presenting options and offering solutions aligned with participant goals, analyzing and assessing unique participant needs, assisting advisors from partner firms, becoming well versed in John Hancock’s 401(k) and IRA products, assisting participants with opening or funding JH IRA accounts, working with financial intermediaries to channel assets into John Hancock, delivering superior customer experience, reviewing investment line-ups, leveraging investment tools such as John Hancock’s proprietary Fund Matching tool, achieving monthly activity and efficiency targets, adhering to high integrity and professional conduct, participating in training and mentor development programs, and sharing successful education and process improvement ideas. The role drives engagement and exceptional customer experiences, fostering positive relationships within the team and promoting company culture externally. Qualifications include a Bachelor’s degree preferred, 1-3 years of financial services experience preferably in phone or sales roles, required Securities Industry Essentials (SIE) Exam, Series 6, 63 with Series 65 to be obtained within 6 months, passion for helping people, Spanish-speaking a plus, strong listening, customer service, analytical, problem-solving, communication, presentation, negotiation skills, and ability to work independently and in teams. The position offers empowerment to learn and grow, flexible environment supporting well-being and inclusion, and is part of a global team shaping the future.
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