Retirement Consultant

About Manulife

Manulife is a leading international financial services group that helps people make decisions about their financial future.

Job Summary

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.

Key Responsibilities

• Discuss the differences, nuances and advantages of the variety of distribution options and available products.
• Present options and offer solutions aligned with participant needs.
• Analyze and assess the unique needs of participants.
• Assist advisors from partner firms navigate through the distribution process.
• Become well versed in John Hancock’s 401(k) products and IRA offerings.
• Deliver a superior customer experience while assisting participants.
• Review investment line-up of a participant’s current 401(k) and compare it to JH IRA options.
• Participate in training and mentor development programs.

Requirements

• Strong communication and analytical skills.
• Ability to work collaboratively in a team environment.
• Commitment to integrity and professional conduct.