Regional Retirement Education Consultant

🔥 0 minutes ago

⛰️ Colorado – Remote

⛰️ Colorado – Remote

💵 $69.9k - $116.5k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💼 Consultant

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Manulife

WebsiteLinkedInAll Job Openings

10,000+ employees

🛡️ Insurance

💸 Finance

Insurance • Finance

Manulife is a multinational Canadian financial services company focused on insurance and wealth management. It describes itself as making decisions easier and lives better through life and health protection, retirement and investment solutions, and a global footprint including brands such as John Hancock in the U. S. ; the company emphasizes digital innovation, AI, sustainability and inclusive growth while offering career and customer services worldwide.

📋 Description

• Deliver on-site and virtual retirement plan enrollment and education meetings • Communicate retirement plan and investment concepts to employees, participants, and plan sponsors • Conduct website and mobile app demonstrations • Respond to questions about plan service features, products, and 401(k) retirement savings programs • Assist plan sponsors and intermediaries with on-site enrollment meetings • Represent John Hancock and support accurate use of enrollment and online account management tools • Collaborate with intermediaries and plan sponsors to improve participant outcomes • Provide support to internal and external partners • Build and maintain relationships with plan sponsors and Financial Representatives • Track client meeting activity in Salesforce CRM • Manage Travel & Expense reporting in the TREC/Concur system • Travel within an assigned territory

🎯 Requirements

• College degree or equivalent work experience in benefits education, particularly in the pension and/or defined contribution sector • 2+ years of experience in a similar role • Excellent presentation and communication skills • Strong understanding of investment and market principles • Ability to prioritize tasks with excellent time management and organization skills • Ability to work independently and collaboratively • Ability to communicate complex information to audiences with differing levels of sophistication • Tech savvy and able to use multimedia tools and techniques • Excellent problem-solving skills and resourcefulness • NASD Series 6 and 63 are an asset but not required • Life insurance and variable license as determined for territory coverage, or ability to obtain as part of training • Spanish and English proficiency is a significant asset but not required

🏖️ Benefits

• Flexible work environment • Learning and career growth opportunities • Well-being and inclusion support • Health insurance • Dental insurance • Mental health benefits • Vision insurance • Short- and long-term disability insurance • Life and AD&D insurance coverage • Adoption/surrogacy benefits • Wellness benefits • Employee/family assistance plans • Pension/401(k) savings plans • Global share ownership plan with employer matching contributions • Financial education and counseling resources • Up to 11 paid holidays • 3 personal days • 150 hours of vacation annually • 40 hours of sick time annually, or more where required by law • Statutory leaves of absence • Incentive programs and incentive compensation tied to business and individual performance