Enrollment Specialist

Enrollment Specialist

The Enrollment Specialist is a part of an inbound/outbound phone based team that educates and assists participants in deciding whether to join their employer's John Hancock 401(k) plan. They are knowledgeable about John Hancock products, asset classes, and investment options. Using discretion and judgment, they assess participants' retirement goals, explain plan details, and recommend solutions aligned with their best interests.

Responsibilities:

• Establish and maintain relationships with participants throughout the enrollment process
• Develop customized retirement savings plan for the participant based on an individual's needs
• Become proficient in JH's product offerings as well as all retirement products (SIMPLEs, 401(k), Individual IRAs, Cash Balance plans, DB plans, non-qualified, etc.) and current laws.
• Assist participants, advisors and relationship managers with all options available to enroll participants into their plan
• Deliver outstanding service in a professional manner while always putting the participant first
• Effectively explain investment strategies and discuss the plan investment line-up in order to help the participant accurately invest based on their individual preferences
• Participate in training and mentoring development programs to improve your skills and provide opportunities for advancement within PFS and other firm wide sales, marketing, and management related functions
• Meet monthly production and activity targets

Requirements:

• Bachelor's Degree with a preference on Business and or Finance
• Passion for assisting participants on a one on one basis
• Versatility to use multiple tools and systems to efficiently research and ensure it is in the participants best interest as well as within the plans specification
• Excellent understanding of retirement plans, retirement plan marketplace, and retirement vehicles
• Thorough understanding of John Hancock story, products, services and procedures
• Strong understanding of investments and portfolio analysis
• Comprehensive knowledge of the regulatory environment and its influence on business and the plan documents
• Ability to exceed customer needs, wants and expectations
• Quickly recover from adversity
• Ability to effectively communicate, build rapport and relate well to all kinds of people
• Ability to manage time and multiple task to achieve desired outcomes

This role provides the opportunity to obtain your Series 6 and 63 registrations, as well as state insurance and variable licenses.

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

The role being advertised is an existing vacancy.