Regional Retirement Education Consultant

As a Regional Education Consultant at Manulife John Hancock, you will have the opportunity to work with a diverse range of clients and contribute to the success of our retirement plan and investment initiatives. You will be responsible for delivering on-site enrollment/education services, ensuring dynamic communication of retirement plan and investment concepts to engage and inspire employees, participants, and plan sponsors. Additionally, you will participate in virtual enrollment/education meetings, delivering remote presentations, and providing support to internal and external partners. This is a remote work arrangement with required travel within an assigned territory.  

Through a deep understanding of the company and its retirement products, you will build and maintain John Hancock's relationships with plan sponsors and Financial Representatives. You are excited and capable of working both independently and collaboratively, and you’ll rely on your excellent presentation skills to effectively communicate complex information to various audience levels via multimedia tools to help participants establish confidence and improve outcomes. 

Position Responsibilities:  

• Collaborate with intermediaries to schedule and conduct on-site and virtual enrollment/education meetings and website/mobile app demonstrations tailored to meet the needs of employees/participants and plan sponsors. 

• Respond promptly and expertly to questions and concerns regarding plan service features, products, and 401(k) retirement savings programs. 

• Assist plan sponsors and intermediaries in conducting on-site enrollment meetings, ensuring the effective representation of John Hancock and the accurate utilization of enrollment and online account management tools. 

• Work closely with intermediaries and plan sponsors to influence positive participant outcomes through successful employee education and enrollment initiatives. 

• Track client meeting activity in the Salesforce CRM system and effectively manage Travel & Expense reporting in the TREC/Concur system 

Required Qualifications:  

• 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 

Preferred Qualifications  

• NASD Series 6 and 63 an asset but not required. 

• Life insurance and variable license as determined for territory coverage or can be obtained as part of training 

• Spanish and English language proficiency is a significant asset but not required. 

Core Competencies 

• Passion for serving the education needs of qualified retirement plan participants 

• Thorough understanding of John Hancock’s relationship with intermediary partners 

• Strong understanding of investment and market principles 

• Ability to prioritize tasks, excellent time management and organization skills 

• Ability to work both independently and collaboratively in a team environment 

• Excellent communication and presentation skills; able to demonstrate professional poise and confidence   

• Ability to effectively communicate complex information to differing levels of audience sophistication 

• Tech savviness; ability to effectively use multimedia tools and techniques  

• Excellent problem-solving skills and resourcefulness 

• Resourcefulness; ability to adjust plans with short notice 

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 U.S. Participant Outcomes team, we’ll support you in shaping the future you want to see. 

LI-Remote

The role being advertised is an existing vacancy.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact hr@manulife.com.

Referenced Salary Location

Salary range is expected to be between

Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact hr@manulife.com for the salary range for your location.

Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence.

We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.

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