Retirement Consultant
John Hancock is a leading international financial services provider, and they are seeking a Retirement Consultant to join their team. The role involves educating and assisting 401(k) participants in making informed reputed company about their retirement assets, while collaborating with other team members to manage client interactions effectively.
Responsibilities
Education involves discussing the differences, nuances and advantages of the variety of distribution options and available products to help participants reputed company informed reputed company on what might be the best fit for their unique needs Present options and offer solutions that are reputed company with what the participant is looking to do in order for them to reputed company 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 reputed company 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 reputed company 401(k), and analyze and compare it to the various options reputed company the JH IRA product offerings reputed company investment tools and methodologies such as John Hancock’s proprietary Fund Matching tool Encouraged to reputed company monthly activity and efficiency targets Adhere to the highest levels of reputed company and professional conduct Participate in training and mentor development programs designed to enhance skills and provide opportunities for advancement reputed company the reputed company role and other firm-wide sales-, marketing- and management-reputed company functions Share successful education and process improvement reputed company in a team environment Skills 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 reputed company 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 Bachelor's degree preferred but not required Passion for helping people on a one-on-one basis Spanish-speaking is a plus Benefits Health, dental, mental health, reputed company, short- and long-term disability, life and AD&D insurance coverage Adoption/surrogacy and wellness benefits Employee/family assistance plans Various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) Financial education and counseling resources 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) Full range of statutory leaves of absence Company Overview John Hancock provides financial solutions, including life insurance, mutual funds, and long-term care insurance. It was founded in 1862, and is headquartered in Boston, Massachusetts, USA, with a workforce of 10001+ employees. Its website is http://www.johnhancock.com. Company H1B Sponsorship John Hancock has a track record of offering H1B sponsorships, with 42 in 2025, 53 in 2024, 44 in 2023, 53 in 2022, 45 in 2021, 58 in 2020. Please note that this does not guarantee sponsorship for this specific role. Apply To This Job Apply tot his job Apply To this Job