Retirement Consultant

John Hancock Life Insurance Company (U.S.A.)

Atlanta, Georgia, USA
Base: $40,000.00 usd - $66,700.00 usd; bonus/equit...
Hybrid
Ira rollover facilitation
401(k) participant education
John hancock product expertise
The Retirement Consultant is responsible for educating and helping 401(k) participants make informed decisions about their retirement assets, facilitating rollovers into John Hancock IRAs

Job Summary

  • The Retirement Consultant is responsible for educating and helping 401(k) participants make informed decisions about their retirement assets, facilitating rollovers into John Hancock IRAs.
  • Responsibilities include analyzing participant needs, presenting options, assisting advisors from partner firms, and becoming an expert on John Hancock's retirement products and investment options.
  • The role offers opportunities for learning and growth, a flexible environment, and a comprehensive benefits package including health, retirement savings plans, and generous paid time off.

Matching Summary

The Retirement Consultant is responsible for educating and helping 401(k) participants make informed decisions about their retirement assets, facilitating rollovers into John Hancock IRAs.

Salary

Base: $40,000.00 USD - $66,700.00 USD; Bonus/Equity: Incentive compensation tied to performance; Benefits: Health, dental, mental health, vision, disability, life insurance, retirement savings plans, paid time off

Skills & Requirements

Must-have

  • IRA rollover facilitation
  • 401(k) participant education
  • John Hancock product expertise
  • Customer experience management
  • Inbound/outbound call management

Nice-to-have

  • Charisma and relationship building
  • Team collaboration and idea sharing
  • Spanish-speaking ability

Key Requirements

  • 1-3 years Financial Services experience
  • SIE, Series 6, 63 required
  • Series 65 within 6 months
  • Bachelor's degree preferred

Work Rights

Not specified

Tailored Resume

Cover Letter