Retirement Consultant Job in Boston, MA | John Hancock
Overview
You will own retention of $3.5B in annual assets by guiding terminating and retiring 401(k) participants through rollover decisions. You will educate participants on 401(k) and IRA options, including JH Mutual Fund IRA, JH Managed IRA, and JH GIFL, using John Hancock proprietary tools like the Fund Matching tool. Collaborate with the Personal Financial Services team to balance inbound and outbound calls. This phone-based role blends financial expertise with customer advocacy, offering pathways into broader sales and management roles.
What You'll Do10
- 1Educate terminating and retiring 401(k) participants on distribution options, including IRA rollovers, to guide informed decisions.
- 2Assess each participant's unique needs and recommend suitable solutions from John Hancock's IRA lineup, including JH Mutual Fund IRA and JH Managed IRA.
- 3Handle a high volume of inbound and outbound calls to assist participants and meet monthly activity targets.
- 4Support advisors from partner firms through the distribution process and refer leads per business partner agreements.
- 5Master John Hancock's 401(k) and IRA products, including JH GIFL, and become an expert on investment options.
- 6Use the Fund Matching tool to compare a participant's current 401(k) investments with JH IRA offerings.
- 7Help participants open and fund JH IRA accounts, ensuring a smooth rollover experience.
- 8Deliver a superior customer experience while maintaining integrity and professionalism.
- 9Contribute to team success by sharing education and process improvement ideas.
- 10Participate in training and coaching to enhance skills and support career advancement.
Requirements10
- 11-3 years of financial services experience, preferably in phone or sales roles.
- 2Securities Industry Essentials (SIE) Exam, Series 6, and Series 63 required; must obtain Series 65 within 90 days of hire.
- 3Bachelor's degree preferred.
- 4Strong knowledge of IRA, 401(k), and investments in general.
- 5Thorough understanding of John Hancock products, pricing, and procedures.
- 6Working knowledge of 401(k) and IRA rules and regulations.
- 7Passion for one-on-one client support with excellent listening and communication skills.
- 8Analytical and problem-solving skills to assess participant needs.
- 9Effective presentation and negotiation abilities.
- 10Customer-focused with the ability to anticipate and exceed needs.
Salary Insight
Salary not disclosed in listing
Location
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