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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 and guides 401(k) participants through retirement transitions, focusing on asset retention over $3.5B annually. The role involves analyzing participant needs to recommend optimal distribution options, facilitate IRA rollovers, and deliver superior customer experiences using company-specific investment tools. Consultants collaborate with financial intermediaries and internal teams to ensure participants make informed decisions about their retirement assets.

Responsibilities

Educate participants on retirement asset distribution options
Facilitate rollovers from 401(k) plans to John Hancock IRAs
Analyze participant investment lineups and recommend solutions
Collaborate with advisors to navigate distribution processes
Achieve monthly activity and productivity targets

Skills

Qualifications

Series 6 LicenseSeries 63 LicenseSeries 65 LicenseSIE ExamBachelor’s Degree

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.