Regional Retirement Education Consultant

This is a fully remote position, open to applicants in Colorado, +1 more state.

📋 Description

• Provide on-site enrollment and educational services related to retirement plans and investments.

• Facilitate virtual enrollment sessions and educational meetings, delivering presentations remotely.

• Offer assistance to both internal and external partners.

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

• Collaborate with intermediaries to organize and conduct both on-site and virtual meetings.

• Showcase websites and mobile applications designed for employees, participants, and plan sponsors.

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

• Support plan sponsors and intermediaries during on-site enrollment meetings.

• Ensure accurate utilization of enrollment and online account management tools.

• Drive positive participant results through educational initiatives and enrollment efforts.

• Monitor client meeting activities using Salesforce CRM.

• Oversee Travel & Expense reporting through TREC/Concur.

• Establish and nurture relationships with plan sponsors and Financial Representatives at John Hancock.

⛳️ Requirements

• Bachelor's degree or equivalent professional experience in benefits education, particularly in the pension and/or defined contribution field.

• A minimum of 2 years of experience in a comparable position.

• Exceptional presentation and communication abilities.

• NASD Series 6 and 63 certifications are advantageous but not mandatory.

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

• Proficiency in both Spanish and English is a notable asset but not essential.

• Comprehensive understanding of John Hancock's relationship with intermediary partners.

• Strong grasp of investment and market principles.

• Capability to prioritize tasks effectively.

• Superior time management and organizational abilities.

• Capacity to work both independently and as part of a team.

• Ability to convey complex information to audiences with varying levels of understanding.

• Technological proficiency and the capacity to utilize multimedia tools and techniques.

• Strong problem-solving skills and resourcefulness.

• Flexibility to adjust plans on short notice.

🏝️ Benefits

• Flexible work environment.

• Support for well-being and inclusion.

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

• Health insurance coverage.

• Dental insurance benefits.

• Mental health support.

• Vision insurance coverage.

• Short- and long-term disability insurance.

• Life and AD&D insurance protection.

• Benefits for adoption and surrogacy.

• Wellness initiatives.

• Employee and family assistance programs.

• Retirement savings options, including pension and 401(k) 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 leave.

• 40 hours of sick leave, or more if mandated by law.

• Statutory leaves of absence.

• Support for learning and career development.