Regional Retirement Education Consultant
About the Role
As a Regional Education Consultant at Manulife John Hancock, you will work with a diverse range of clients and contribute to the success of our retirement plan and investment initiatives. This is a remote work arrangement with required travel within an assigned territory. You will deliver on-site and virtual enrollment/education services, ensuring dynamic communication of retirement plan and investment concepts to engage and inspire employees, participants, and plan sponsors. Through a deep understanding of the company and its retirement products, you will build and maintain John Hancock's relationships with plan sponsors and Financial Representatives.
Responsibilities
- Collaborate with intermediaries to schedule and conduct on-site and virtual enrollment/education meetings and website/mobile app demonstrations tailored to meet the needs of employees/participants and plan sponsors.
- Respond promptly and expertly to questions and concerns regarding plan service features, products, and 401(k) retirement savings programs.
- Assist plan sponsors and intermediaries in conducting on-site enrollment meetings, ensuring the effective representation of John Hancock and the accurate utilization of enrollment and online account management tools.
- Work closely with intermediaries and plan sponsors to influence positive participant outcomes through successful employee education and enrollment initiatives.
- Track client meeting activity in the Salesforce CRM system and effectively manage Travel & Expense reporting in the TREC/Concur system.
Requirements
- College degree or equivalent work experience in benefits education, particularly in the pension and/or defined contribution sector.
- 2+ years of experience in a similar role.
- Excellent presentation and communication skills.
Preferred Qualifications
- NASD Series 6 and 63 (an asset but not required).
- Life insurance and variable license as determined for territory coverage or can be obtained as part of training.
- Spanish and English language proficiency (a significant asset but not required).
Skills
- Passion for serving the education needs of qualified retirement plan participants.
- Thorough understanding of John Hancock’s relationship with intermediary partners.
- Strong understanding of investment and market principles.
- Ability to prioritize tasks, excellent time management, and organization skills.
- Ability to work both independently and collaboratively in a team environment.
- Excellent communication and presentation skills; able to demonstrate professional poise and confidence.
- Ability to effectively communicate complex information to differing levels of audience sophistication.
- Tech savviness; ability to effectively use multimedia tools and techniques.
- Excellent problem-solving skills and resourcefulness.
- Resourcefulness; ability to adjust plans with short notice.
Benefits
- Customizable benefits including health, dental, mental health, vision, 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. including 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.
Pay
Salary range is expected to be between $69,900.00 USD - $116,500.00 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.
Schedule
Full-time remote working arrangement with required travel within an assigned territory.