John Hancock · 1 day ago
Retirement Consultant
Boston, MA
Full-time
Hybrid
Entry Level
1+ years expJohn Hancock is a leading international financial services provider, and they are seeking a Retirement Consultant to join their team. The role involves educating and assisting 401(k) participants in making informed decisions regarding their retirement assets, while also collaborating with financial advisors and delivering exceptional customer experiences.
Financial ServicesMedicalSecurity
Responsibilities
Education involves discussing the differences, nuances and advantages of the variety of distribution options and available products to help participants make informed decisions on what might be the best fit for their unique needs
Present options and offer solutions that are aligned with what the participant is looking to do in order for them to make an informed decision
Ability to quickly analyze and assess the unique needs of participants, present options and take action accordingly to help participants with their retirement decisions
Assist advisors from partner firms navigate through the distribution process; refer potential leads to plan advisors, as needed, per predetermined commitments to key business partners
Become well versed in John Hancock’s 401(k) products as well as John Hancock’s IRA product offerings
Become an expert on the various John Hancock investments options and different education-based and advice-based methodologies
Assist 401k participants with opening or funding of a JH IRA account
Work directly with financial intermediaries and ultimately channel assets into John Hancock
Deliver a superior customer experience in a professional manner while assisting participants in their decision-making process
Review the investment line-up of a participant’s current 401(k), and analyze and compare it to the various options within the JH IRA product offerings
Leverage investment tools and methodologies such as John Hancock’s proprietary Fund Matching tool
Encouraged to achieve monthly activity and efficiency targets
Adhere to the highest levels of integrity and professional conduct
Participate in training and mentor development programs designed to enhance skills and provide opportunities for advancement within the RES role and other firm-wide sales-, marketing- and management-related functions
Share successful education and process improvement ideas in a team environment
Qualification
Required
1-3 years of Financial Services experience, preferably in phone and/or sales type roles
Securities industry Essentials (SIE) Exam, Series 6, 63 required (and must obtain Series 65 within 6 months of hire)
Passion for helping people on a one-on-one basis
Strong listening and customer service skills
Strong analytical and problem-solving skills
Excellent communication, presentation and negotiation skills
Strong understanding of policies and procedures
Ability to work independently as well as in a team environment to meet stated goals and targets
Preferred
Bachelor's degree preferred
Spanish-speaking is a plus
Benefits
Health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans
Various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions)
Financial education and counseling resources
Up to 11 paid holidays
3 personal days
150 hours of vacation
40 hours of sick time (or more where required by law)
Company
John Hancock
John Hancock provides financial solutions, including life insurance, mutual funds, and long-term care insurance.
10001+ employees
H1B Sponsorship
John Hancock has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (42)
2024 (53)
2023 (44)
2022 (53)
2021 (45)
2020 (58)
Funding
Current Stage
Late StageLeadership Team
H
Hector Martinez
Head of Insurance
Recent News
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