Retirement Consultant Job Opening at Boston, MA

Are you someone who’s passionate about helping people make important financial decisions, especially as they approach retirement? If you’re searching for a supportive workplace with inspiring leaders and opportunities for growth, this might be the right fit for you. We are looking for ambitious, driven individuals to join a dynamic team as Retirement Consultants.

As a Retirement Consultant at John Hancock, you will play a crucial role in guiding 401(k) participants who are either retiring or leaving their jobs. Your main responsibility will be to educate them on their retirement asset options, such as rolling over into an IRA. This is a position for someone who enjoys making an impact on others’ lives, helping them make sound decisions about their financial futures.

Summary

• Schedule: Full time
• End Date: October 26, 2024 (8 days left to apply)
• Location: Boston, MA
• Company Hiring: John Hancock, Boston, MA

Full Job Description

Are you in search of a collaborative and supportive workplace with a positive culture and leaders who inspire? If this is you, and you’re interested in helping others make key financial decisions, we want to hear from you. We’re looking for individuals who are eager to contribute to a broader mission—making life easier for people across the world.

The Retirement Consultant (RC) is a part of a team responsible for managing over $3.5 billion in annual asset retention. This includes helping 401(k) participants who are retiring or terminating employment. As a Retirement Consultant, you will educate, guide, and assist participants in understanding the various options available to them, ensuring they make informed decisions that align with their financial goals.

The RC will be an expert in John Hancock’s 401(k) and IRA product offerings, including:

• JH Mutual Fund IRA
• JH Managed IRA
• JH Guaranteed Income for Life Variable Annuity IRA (GIFL)

This role also requires a deep understanding of the investment options available and the advice-based methodologies that support successful rollovers into John Hancock IRAs. The position is both dynamic and rewarding for individuals who enjoy working with customers and solving financial challenges.

Key Responsibilities

• Be part of a phone-based team focused on helping 401(k) participants make decisions regarding their retirement assets when they leave their employers.
• Educate participants on their distribution options, providing clear, tailored guidance to help them make informed decisions.
• Quickly assess the needs of participants and present the best available options based on their financial situation.
• Collaborate with financial advisors, referring leads as necessary to key business partners.
• Become well-versed in John Hancock’s retirement product offerings and investment tools such as the proprietary Fund Matching Tool.
• Assist participants with the opening and funding of John Hancock IRA accounts.
• Deliver exceptional customer service while guiding participants through the decision-making process.
• Achieve monthly activity targets and participate in training to enhance skills.

Job Requirements

• A bachelor’s degree is preferred.
• 1-3 years of experience in financial services, especially in phone-based or sales roles.
• Must have passed the Securities Industry Essentials (SIE) exam, Series 6 and 63 exams (Series 65 must be obtained within six months of hire).
• Excellent communication, problem-solving, and analytical skills.
• Passion for helping individuals make personalized financial decisions.

Benefits

When you join the team at John Hancock, you’ll be empowered to grow your career in a flexible, inclusive environment. You’ll have access to a variety of customizable benefits, including:

• Pulled from the full job description
• 401(k)
• AD&D insurance
• Dental Insurance
• Disability insurance
• Health insurance
• Life insurance
• Opportunities for advancement
• Paid holidays
• Paid time off
• Vision insurance

How to Apply

John Hancock is committed to diversity, inclusion, and providing equal opportunities for all applicants. If any accommodations are required during the application process, please get on this link to apply now.

Take this opportunity to be a part of a team that makes a global impact by helping people plan for their future financial security!

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