Retirement Consultant - Spanish Bilingual

Location: Boston, Massachusetts

Time Type: Full-Time

Posted On: Published yesterday

Time Left to Apply: Date de fin : 26 octobre 2024 (Il reste 16 jours pour postuler)

Job Requisition ID: JR

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. This involves educating, guiding and helping terminating and retiring participants understand the variety of options available to them so they can make informed decisions. The RC works to understand the unique needs of our participants, educates them on the different options available to them and offers guidance as to all available options.

Responsibilities:

• Member of a unique award-winning phone-based team with U.S. Retirement focused on educating and helping 401(k) participants make good decisions about what to do with their retirement assets when leaving their employers.
• Education involves discussing the differences, nuances and advantages of the variety of distribution options and available products to help participants make informed decisions on what might be the best fit for their unique needs.
• Present options and offer solutions that are aligned with what the participant is looking to do in order for them to make an informed decision.
• Ability to quickly analyze and assess the unique needs of participants, present options and take action accordingly to help participants with their retirement decisions.
• Assist advisors from partner firms navigate through the distribution process; refer potential leads to plan advisors, as needed, per predetermined commitments to key business partners.
• Become 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 IRA.
• Become an expert on the various John Hancock investments options and different education-based and advice-based methodologies that are essential to facilitating a successful rollover into the IRA product that best meets the participant's needs.
• Assist 401k participants with opening or funding of a JH IRA account.
• Work directly with financial intermediaries and ultimately channel assets into John Hancock.
• Deliver a superior customer experience in a professional manner while assisting participants in their decision-making process.
• Review 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 offerings.
• Leverage investment tools and methodologies such as John Hancock's proprietary Fund Matching tool.
• Expected to achieve monthly activity and productivity targets.
• Adhere to the highest levels of integrity and professional conduct.
• Participate 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 functions.
• Share successful education and process improvement ideas in a team environment.
• Other duties as assigned.

Job Requirements:

• Fully bilingual in Spanish both written and verbal.
• Bachelor's degree preferred.
• 1-3 years of Financial Services experience, preferably in phone and/or sales type roles.
• Securities industry Essentials (SIE) Exam, Series 6, 63 required (and must obtain Series 65 within 6 months of hire).
• Passion for helping people on a one-on-one basis.
• Strong listening and customer service skills.
• Strong analytical and problem-solving skills.
• Excellent communication, presentation and negotiation skills.
• Strong understanding of policies and procedures.
• Ability to work independently as well as in a team environment to meet stated goals and targets.

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.

About Manulife and John Hancock

La Société Financière Manuvie est un chef de file mondial des services financiers qui aide les gens à prendre leurs décisions plus facilement et à vivre mieux. Pour en apprendre plus à notre sujet, rendez vous à l'adresse .