Are you looking for unlimited opportunities to develop and succeed? With work that challenges and makes a difference, within a flexible and supportive environment, we can help our customers achieve their dreams and aspirations. Job DescriptionJob Summary: The Rollover Education Specialist (RES) works as a member of a broader team responsible for over $1.5B in annual 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. This involves educating, guiding, and helping participants understand the variety of options available to them. The RES works to understand the unique needs of our participants, educates them on the different options available to them, and offers solutions that are aligned with the participant's unique retirement goals. The RES is well versed in John Hancock 401(k) products as well as John Hancock's IRA product offerings, which include the JH Mutual Fund IRA, JH Managed IRA and JH Guaranteed Income for Life Variable Annuity IRA (GIFL). The RES also needs to display expertise in the various John Hancock investment options and the education-based methodologies that are essential to facilitating an IRA rollover into the product that best meets the participant's unique needs. Using discretion and judgement, the RES will collaborate with other key roles within the Personal Financial Services team and strategically manage the volumes of inbound and outbound calls necessary to assist all participants with their retirement needs in a timely manner.Individual Responsibilities:Member of inbound/outbound phone-based team focused on educating and helping 401(k) participants make good decisions about what to do with their retirement assets when leaving their employersEducation involves discussing the differences, nuances and advantages of the variety of distribution options and available products to help participants determine which options may be best meet their needs based on an assessment of their unique situationOffer solutions that are aligned with the participant's goals. Ability to quickly analyze and assess the unique needs of participants, present options and take action accordingly to help participants with their retirement decisionsAssist advisors from partner firms navigate through the distribution process; refer potential leads to plan advisors, as needed, per predetermined commitments to key business partnersBecome well versed in John Hancock's 401(k) products as well as John Hancock's IRA product offerings, which includes the JH Mutual Fund IRA, JH Managed IRA and JH GIFL IRABecome an expert on the various John Hancock investments options and education-based methodologies that are essential to facilitating a successful rollover into the IRA product that best meets the participant's needsAssist 401k participants with opening or funding of a JH IRA accountWork directly with financial intermediaries and ultimately channel assets into John HancockDeliver a superior customer experience in a professional manner while assisting participants in their decision-making processReview the investment line-up of a participant's current 401(k), and analyze and compare it to the various options within the JH IRA product offeringsLeverage investment tools and methodologiesExpected to achieve monthly activity and productivity targetsAdhere to the highest levels of integrity and professional conductParticipate in training and coaching development programs designed to enhance skills and provide opportunities for advancement within the RES role and other firm-wide sales-, marketing- and management-related functionsShare successful education and process improvement ideas in a team environmentOther duties as assignedJob Requirements:Bachelor's degree preferred1-3 years of Financial Services experience, preferably in phone and/or sales type roles.Series 6, 63 and 65 requiredSpanish-speaking strongly preferredPassion for helping people on a one on one basisStrong listening and customer service skillsStrong analytical and problem-solving skillsExcellent communication, presentation and negotiation skillsStrong understanding of policies and proceduresAbility to work independently as well as in a team environment to meet stated goals and targets #LI-JH If you are ready to unleash your potential, it's time to start your career with Manulife/John Hancock. About Manulife Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Canada, Asia, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2019, we had more than 35,000 employees, over 98,000 agents, and thousands of distribution partners, serving almost 30 million customers. As of March 31, 2020, we had $1.2 trillion (US$0.8 trillion) in assets under management and administration, and in the previous 12 months we made $30.4 billion in payments to our customers. Our principal operations are in Asia, Canada and the United States where we have served customers for more than 155 years. We trade as 'MFC' on the Toronto, New York, and the Philippine stock exchanges and under '945' in Hong Kong.Manulife is an equal opportunity employer. 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 and advancement and we administer all of our practices and programs based on qualification and performance and without discrimination on any protected ground. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will consult with applicants contacted to participate at any stage of the recruitment process who request any accommodation. Information received regarding the accommodation needs of applicants will be addressed confidentially.
Location/Region: Boston, MA