Retirement Consultant
Core
Educate and guide 401(k) participants terminating or retiring to make informed decisions about their retirement assets, including rollovers into John Hancock IRAs.
Role type
Senior IC Retirement Consultant (Financial Services)
Builds
Rollover flows and asset retention for John Hancock 401(k) and IRA products
Domain
Financial Services / Retirement Planning
Deliverable
client delivery
Required skills
IRA and 401(k) product expertise, financial regulations knowledge, client education, solution presentation, needs analysis, investment tool utilization
Preferred skills
Spanish language proficiency
Technologies
John Hancock proprietary Fund Matching tool
Responsibilities
Educate participants on distribution options and John Hancock IRA products; analyze participant 401(k) line-ups and compare with IRA offerings; assist with opening or funding JH IRA accounts; refer potential leads to plan advisors; achieve monthly activity and productivity targets.
Seniority
Mid-level, hands-on IC