Enrollment Specialist

The Enrollment Specialist works on a broader team responsible for educating and helping our participants at a critical decision point when deciding whether to join their employer’s 401(k) with John Hancock 401(k).

The successful Enrollment Specialist is well versed in John Hancock 401(k) products and their underlying asset classes and investment options. Using discretion and judgement, the Enrollment Specialist assesses participants’ unique retirement goals, educates them on the specifics of their John Hancock 401(k) plan, and then offers solutions that are aligned with participants’ best interests. This involves establishing individual retirement goals, setting a deferral rate, thoroughly explaining the plan’s investment options and 401(k) plan specifics and details.  While assessing the participants retirement and investment acumen, the enrollment specialist utilizes a suite of John Hancock educational tools to assist the participant in developing a customized strategy aimed to reach their individual goals, including the assisting and guiding participants to make investment selections that are in line with their specific goals. Enrollment Specialists also identify account consolidations opportunities during the enrollment process, and collaborate Consolidation Specialists to facilitate related asset gathering activities.

Position Responsibilities:

• Member of inbound/outbound phone-based team focused on educating and help participants at a critical decision point when determining whether to join their employers 401(k) plan

• Establish and maintain relationships with participants throughout the enrollment process

• Develop a customized retirement savings plan for the participant based on an individual’s needs 

• Discover if the individual has prior retirement savings that may be available to combine into their new 401(k); collaborate with Consolidation Specialists to extend the service proposition

• Educate participants on the rules and regulations of their specific plan and how to best utilize it to meet their retirement needs   

• Become well versed 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

• Recommend a deferral amount based on information attained when consulting with the participant based on their individual goals and situation

• Educate participants on all the investment options available to them in the plan

• Deliver superior 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 properly invest based on their individual preferences

• Participate in training and coaching development programs to enhance skills and provide opportunities for advancement within PFS and other firm wide sales, marketing, and management related functions

• Adhere to the highest levels of integrity and professional conduct

• Meet monthly production and activity targets

Required Qualifications:

• Fluency in both Spanish and English is required

• Bachelor’s Degree with a preference on Business and or Finance or equivalent years’ experience

• A commitment to attain the Series 6 and 63 plus state insurance and variable licenses within 6 months of hire

• 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

Preferred Qualifications:

• An 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

• Strong understanding of regulatory environment and its impact on business and the plan documents

• Ability to anticipate, meet and/or exceed customer needs, wants and expectations

• Ability to 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

• Ability to affect other’s actions, decisions, opinions or thinking

• Ability to hold oneself accountable for personal actions

• Exhibit high levels of integrity and professional conduct

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

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].

Hybrid

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. Please contact [email protected] for additional information.

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.

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