Retirement Education Consultant

This is a remote position centered in the Chicago area, involving travel within designated territories.

Position Responsibilities:

On-site enrollment/education services:

• Working with intermediaries to schedule and conduct effective enrollment/education meetings (in both English and Spanish (if applicable)) that communicate retirement plan and investment concepts as appropriate to meet the employee/participant and plan sponsor needs

• Respond to questions/concerns regarding John Hancock investments, products and the use of 401(k) retirement savings programs

• Assist plan sponsors and intermediaries who wish to conduct on-site enrollment meetings to ensure that John Hancock is appropriately represented and that enrollment tools are used effectively

• Work closely with intermediaries and plan sponsors to grow assets under management through effective employee education and enrollment initiatives

• Coordinate the delivery of materials (as determine vital) for use in on-site enrollment/education meetings

Participation in virtual enrollment/education meeting delivery:

• Facilitate and deliver remote presentations including group enrollment/education meetings and the ordering of materials as required

• Support delivery of website demonstrations for internal and external partners

Job Requirements:

• College degree (or equivalent work experience in education or the pension and/or defined contribution sector)

• Two to three years of similar experience

• Life insurance and variable license as determined for territory coverage within 3-6 mos. of hire

• FINRA SIE and/or Series 7 or 6 and 63 within 6 months of hire

• Industry designations such as APA, APR ChFC etc. a plus

• Spanish bilingual skills (Must have)

Preferred Qualifications:

Company and product knowledge

• Good understanding of qualified retirement plan participant education needs

• Thorough understanding of John Hancock’s relationship with intermediary partners

• Strong understanding of investment and market principles

• Strong ability to prioritize tasks, excellent time management and organization skills

• Ability to work both independently and collaboratively in a team environment

Presentation skills

• Strong verbal communication skills

• Excellent presentation skills; able to demonstrate professional poise and confidence

• In-depth knowledge of presentation preparation

• Strong ability to effectively communicate complex information to differing levels of audience sophistication

• Ability to effectively use multi-media tools and techniques

Influencing outcomes

• Strong negotiation, interviewing and listening skills

• Ability to effectively manage difficult conversations

• Strong relationship-building skills

• Ability to exercise resiliency

Problem solving skills

• Excellent customer service skills and responsiveness

• Resourcefulness; ability to adjust plans with short notice

Working Conditions:

• Work from home position

• Extensive travel within assigned territories, and cross time zones

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

#LI-JH

#remote

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected].

Primary Location

USA, Illinois - Full Time RemoteRemote

Salary range is expected to be between

$71,550.00 USD - $119,250.00 USD

If you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location. 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. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

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.

Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify I Pay Transparency

Company: John Hancock Life Insurance Company (U.S.A.)