Regional Retirement Education Consultant
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Job Description
Regional retirement education consultant delivering on-site and virtual 401(k) education for Manulife John Hancock. Supporting plan sponsors, intermediaries, and participants across assigned U.S. territories.
Responsibilities:
- Deliver on-site enrollment and education services for retirement plans and investments
- Conduct virtual enrollment and education meetings and deliver remote presentations
- Provide support to internal and external partners
- Communicate retirement plan and investment concepts to employees, participants, and plan sponsors
- Collaborate with intermediaries to schedule and conduct on-site and virtual meetings
- Demonstrate websites and mobile apps tailored to employees, participants, and plan sponsors
- Respond to questions about plan service features, products, and 401(k) retirement savings programs
- Assist plan sponsors and intermediaries with on-site enrollment meetings
- Ensure accurate use of enrollment and online account management tools
- Influence positive participant outcomes through employee education and enrollment initiatives
- Track client meeting activity in Salesforce CRM
- Manage Travel & Expense reporting in TREC/Concur
- Build and maintain John Hancock relationships with plan sponsors and Financial Representatives
Requirements:
- College degree or equivalent work experience in benefits education, particularly in the pension and/or defined contribution sector
- 2+ years of experience in a similar role
- Excellent presentation and communication skills
- NASD Series 6 and 63 are an asset but not required
- Life insurance and variable license as determined for territory coverage, or ability to obtain as part of training
- Spanish and English language proficiency is a significant asset but not required
- Thorough understanding of John Hancock’s relationship with intermediary partners
- Strong understanding of investment and market principles
- Ability to prioritize tasks
- Excellent time management and organization skills
- Ability to work independently and collaboratively in a team environment
- Ability to communicate complex information to audiences with differing levels of sophistication
- Tech savviness and ability to use multimedia tools and techniques
- Excellent problem-solving skills and resourcefulness
- Ability to adjust plans with short notice
Benefits:
- Flexible work environment
- Well-being and inclusion support
- Incentive programs and incentive compensation tied to business and individual performance
- Health insurance
- Dental insurance
- Mental health benefits
- Vision insurance
- Short- and long-term disability insurance
- Life and AD&D insurance coverage
- Adoption/surrogacy benefits
- Wellness benefits
- Employee/family assistance plans
- Retirement savings plans, including pension/401(k) savings plans
- Global share ownership plan with employer matching contributions
- Financial education and counseling resources
- Up to 11 paid holidays
- 3 personal days
- 150 hours of vacation
- 40 hours of sick time, or more where required by law
- Statutory leaves of absence
- Learning and career growth support
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