Manulife Financial
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. The RC will educate and help 401(k) participants who are terminating or retiring make good decisions about their retirement assets, using John Hancock investment options and education-based and advice-based methodologies essential for facilitating a rollover into a John Hancock IRA that best meets the participant’s unique needs. The RC collaborates with other key roles within the Personal Financial Services team and manages inbound and outbound calls vital to assist all participants with their retirement needs in a timely manner.
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 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?
In this role you will be directly responsible for driving engagement and exceptional experiences for our customers. Through those customer interactions we drive shareholder value through distribution education. Your charisma will help foster positive relationships within our team while promoting our culture to external partners. What we are looking for
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 關於宏利和恒康
宏利金融公司是一家業界領先的國際金融服務商，致力於幫助人們實現「輕鬆投資理財，樂享豐盛人生」。若要進一步了解我們，請瀏覽 https://www.manulifeim.com/institutional/tw/en。 宏利是平等機會僱主
在宏利／恒康，我們擁抱多元。我們致力於吸引、培養及挽留和所服務客戶同樣多元的員工，並從而營造包容的工作環境，接納文化和個體差異。我們矢志維持公平的招聘、挽留、晉升及薪酬制度，對所有實踐及項目不會因種族、血統、原籍地、膚色、族裔、國籍、宗教、性取向、遺傳特徵、退伍軍人身份、性別認同、性別表達、年齡、婚姻狀況、家庭狀況、殘疾或受適用法律保護的任何其他因素而區別對待。 我們的首要任務是消除障礙，為員工提供平等就業機會。人力資源部代表將盡力為應徵過程中提出要求的申請人提供合理協助。申請人要求提供協助所分享的信息將會按照適用法律及宏利／恒康政策儲存及使用。申請人如需協助，請聯絡 recruitment@manulife.com。 Working Arrangement
混合式。 Salary & Benefits
Salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Please contact recruitment@manulife.com for additional information. Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence. Know Your Rights Family & Medical Leave Employee Polygraph Protection Right to Work E-Verify Pay Transparency Company: John Hancock Life Insurance Company (U.S.A.)
#J-18808-Ljbffr
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 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?
In this role you will be directly responsible for driving engagement and exceptional experiences for our customers. Through those customer interactions we drive shareholder value through distribution education. Your charisma will help foster positive relationships within our team while promoting our culture to external partners. What we are looking for
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 關於宏利和恒康
宏利金融公司是一家業界領先的國際金融服務商，致力於幫助人們實現「輕鬆投資理財，樂享豐盛人生」。若要進一步了解我們，請瀏覽 https://www.manulifeim.com/institutional/tw/en。 宏利是平等機會僱主
在宏利／恒康，我們擁抱多元。我們致力於吸引、培養及挽留和所服務客戶同樣多元的員工，並從而營造包容的工作環境，接納文化和個體差異。我們矢志維持公平的招聘、挽留、晉升及薪酬制度，對所有實踐及項目不會因種族、血統、原籍地、膚色、族裔、國籍、宗教、性取向、遺傳特徵、退伍軍人身份、性別認同、性別表達、年齡、婚姻狀況、家庭狀況、殘疾或受適用法律保護的任何其他因素而區別對待。 我們的首要任務是消除障礙，為員工提供平等就業機會。人力資源部代表將盡力為應徵過程中提出要求的申請人提供合理協助。申請人要求提供協助所分享的信息將會按照適用法律及宏利／恒康政策儲存及使用。申請人如需協助，請聯絡 recruitment@manulife.com。 Working Arrangement
混合式。 Salary & Benefits
Salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Please contact recruitment@manulife.com for additional information. Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence. Know Your Rights Family & Medical Leave Employee Polygraph Protection Right to Work E-Verify Pay Transparency Company: John Hancock Life Insurance Company (U.S.A.)
#J-18808-Ljbffr