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Retirement Consultant at Manulife - ApplyBlast

Retirement Consultant

Manulife

4 months ago

3.9 on Glassdoor

Boston, Massachusetts

Hybrid

Full Time

Junior

0 applicants

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About this role

A Retirement Consultant at John Hancock educates 401(k) participants on retirement distribution options to facilitate strategic IRA rollovers. This role involves analyzing unique client needs, presenting tailored solutions, and collaborating with advisors to channel assets into the firm. Located in Boston, the position operates in a hybrid environment and is vital for maintaining over $3.5 billion in annual assets.

Responsibilities

Educate participants on distribution options and investment products
Analyze client needs to facilitate strategic IRA rollovers
Assist advisors and financial intermediaries with distribution processes
Review current 401(k) line-ups against IRA product offerings
Collaborate with teams to meet efficiency and activity targets

Skills

Qualifications

Bachelor's degree preferredSeries 6 license requiredSeries 63 license requiredSeries 65 license required within 6 months

About Manulife

manulife.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

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Manulife is a leading financial services group. We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions.