Retirement Consultant
Manulife(1 month ago)
About this role
The Retirement Consultant (RC) is part of a collaborative team focused on asset retention for over $3.5B in annual flows, helping 401(k) participants make informed decisions about their retirement assets. This role involves leveraging expertise in John Hancock investment options, facilitating IRA rollovers, and ensuring a positive customer experience through effective communication and support.
Required Skills
- Customer Service
- Financial Analysis
- Retirement Planning
- Investment Knowledge
Qualifications
- Bachelor’s Degree
- Series 6
- Series 63
- Series 65 (must obtain within 6 months)
About Manulife
manulife.comManulife is a leading financial services group. We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions.
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