À propos de Manuvie et de John Hancock
La Société Financière Manuvie est un chef de file mondial des services financiers qui aide les gens à prendre leurs décisions plus facilement et à vivre mieux. Pour en apprendre plus à notre sujet, rendez vous à l'adresse ***.
Position Responsibilities:
Working with intermediaries to schedule and conduct effective enrollment/education meetings (in both English and Spanish (if applicable)) that communicate retirement plan and investment concepts as appropriate to meet the employee/participant and plan sponsor needs.
Respond to questions/concerns regarding John Hancock investments, products and the use of 401(k) retirement savings programs.
Assist plan sponsors and intermediaries who wish to conduct on-site enrollment meetings to ensure that John Hancock is appropriately represented and that enrollment tools are used effectively.
Work closely with intermediaries and plan sponsors to grow assets under management through effective employee education and enrollment initiatives.
Coordinate the delivery of materials (as determine vital) for use in on-site enrollment/education meetings.
Participation in virtual enrollment/education meeting delivery:
Facilitate and deliver remote presentations including group enrollment/education meetings and the ordering of materials as required.
Support delivery of website demonstrations for internal and external partners.
Job Requirements:
College degree (or equivalent work experience in education or the pension and/or defined contribution sector).
Two to three years of similar experience.
Life insurance and variable license as determined for territory coverage within 3-6 mos. of hire.
FINRA SIE and/or Series 7 or 6 and 63 within 6 months of hire.
Industry designations such as APA, APR ChFC etc. a plus.
Spanish bilingual skills (Must have).
Preferred Qualifications:
Good understanding of qualified retirement plan participant education needs.
Thorough understanding of John Hancock's relationship with intermediary partners.
Strong understanding of investment and market principles.
Strong ability to prioritize tasks, excellent time management and organization skills.
Ability to work both independently and collaboratively in a team environment.
Working Conditions:
Work from home position.
Extensive travel within assigned territories, and cross time zones.
When you join our team:
We'll empower you to learn and grow the career you want.
We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
As part of our global team, we'll support you in shaping the future you want to see.
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