Regional Retirement Education Consultant

This is a fully remote position, open to applicants in Colorado.

📋 Description

• Conduct both on-site and virtual meetings for retirement plan enrollment and education.

• Explain retirement plan and investment concepts to employees, participants, and plan sponsors.

• Facilitate demonstrations for websites and mobile applications.

• Address inquiries regarding plan service features, products, and 401(k) retirement savings options.

• Assist plan sponsors and intermediaries during on-site enrollment sessions.

• Represent John Hancock and ensure the accurate use of enrollment and online account management tools.

• Collaborate with intermediaries and plan sponsors to enhance participant outcomes.

• Provide support to both internal and external partners.

• Establish and nurture relationships with plan sponsors and Financial Representatives.

• Document client meeting activities using Salesforce CRM.

• Oversee Travel & Expense reporting through the TREC/Concur system.

• Travel within a designated territory.

⛳️ Requirements

• A college degree or equivalent professional experience in benefits education, especially in the pension and/or defined contribution field.

• Minimum of 2 years of experience in a comparable position.

• Outstanding presentation and communication abilities.

• Strong grasp of investment and market principles.

• Capacity to prioritize tasks with excellent time management and organizational skills.

• Ability to work both independently and in a team-oriented environment.

• Skill in conveying complex information to audiences with varying levels of expertise.

• Proficient with technology and capable of utilizing multimedia tools and techniques.

• Exceptional problem-solving abilities and resourcefulness.

• NASD Series 6 and 63 licenses are beneficial but not mandatory.

• Life insurance and variable license as required for territory coverage, or the ability to obtain as part of training.

• Proficiency in Spanish and English is a significant advantage but not required.

🏝️ Benefits

• Flexible work environment.

• Opportunities for learning and career advancement.

• Support for well-being and inclusion.

• Health insurance coverage.

• Dental insurance coverage.

• Mental health benefits.

• Vision insurance coverage.

• Short- and long-term disability insurance.

• Life and AD&D insurance coverage.

• Adoption and surrogacy benefits.

• Wellness benefits.

• Employee and family assistance programs.

• Pension/401(k) savings plans.

• Global share ownership plan with employer matching contributions.

• Resources for financial education and counseling.

• Up to 11 paid holidays.

• 3 personal days.

• 150 hours of vacation annually.

• 40 hours of sick leave annually, or more as required by law.

• Statutory leaves of absence.

• Incentive programs and compensation linked to business and individual performance.