Retirement Consultant

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 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. 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. Referenced Salary Location Boston, Massachusetts Working Arrangement Hybrid Salary range is expected to be between $40,000.00 USD and $66,700.00 USD. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job‑related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact View email address on click.appcast.io for the salary range for your location. 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. We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement. Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify Company: John Hancock Life Insurance Company (U.S.A.)

• ニュライフ・ファイナンシャル・コーポレーションは、「あなたの未来に、わかりやすさを」を提供する、国際的な大手金融サービスプロバイダーです。当社について詳しくは、
• ニュライフは機会均等を是とする雇用主です。マニュライフ/ジョン・ハンコックでは、多様性を受け入れます。私たちは、サービス提供先であるお客さまと同様に、多様な人材を引きつけ、育成し、定着させ、文化や個人の力を受け入れる包括的な職場環境を促進するよう努めています。当社は公正な採用、定着、昇進、報酬に努めています。当社のすべての慣行およびプログラムは、人種、祖先、出身地、肌の色、民族的出自、市民権、宗教または宗教的信念、信条、性別（妊娠および妊娠関連の状態を含む）、性的指向、遺伝的特徴、退役軍人としての地位、性自認、性に関する表明、年齢、婚姻状況、家族状況、障害、または適用法で保護されるその他の要因に対する一切の差別を行うことなく管理されます。

雇用への平等なアクセスを提供するために、障壁を取り除くことが当社の優先事項です。人事担当者は、応募者が応募プロセス中に合理的配慮を要求する場合に協力します。配慮要求のプロセス中に共有されるすべての情報は、適用される法律およびマニュライフ/ジョン・ハンコックのポリシーに準拠した方法で保存および使用されます。申請プロセスにおいて合理的配慮を要求するには、 View email address on click.appcast.io までご連絡をお願いします。 #J-18808-Ljbffr Manulife Financial