National Education Consultant

Manulife Insurance Malaysia; Waterloo; On-site; CAD 68,000 - 115,000; Full time

Job summary

A leading insurance provider seeks a National Education Consultant in Waterloo to manage client relationships and develop member education strategies. You will support clients in enhancing plan participation through effective communication initiatives. The role demands excellent relationship management, strong communication skills, and knowledge of group retirement products. This position offers a hybrid working arrangement with a competitive salary range of CAD 68,775 to CAD 114,625.

Benefits

Health insurance

Dental insurance

Retirement savings plans

Paid time off

Qualifications

• Excellent relationship management skills and service excellence focus.
• Outstanding verbal and written communication skills.
• Proven ability to present high-impact presentations.
• Strong planning and project management skills, with timely execution.
• Good knowledge of group retirement products and pension industry.

Responsibilities

• Manage client relationships and member experience.
• Develop education strategies and custom communications.
• Support client projects and assist in change management.
• Report on communication and education initiatives' success.

Skills

Relationship management

Communication skills

Project management

Analytical skills

Education

RPA designation or willingness to obtain

Job description

Overview

As a National Education Consultant, you will work with large or jumbo clients and take charge of leading sponsor relationships. Your role involves developing strategies for member education and planning and driving communication initiatives. This includes leading communications during transitions and sponsor onboarding, building educational and enrollment materials for new and existing members, addressing plan and fund changes, as well as crafting custom communications to improve plan participation and engagement.

Responsibilities

• Relationship management - Primary contact for the client when it comes to the member experience, from onboarding and enrolment to plan participation and engagement.


• Part of ongoing service team that meets regularly with the client to review member behavior and make recommendations around communications and education.


• Support client projects and assist in change management and in resolving any issues.


• If required, this role will participate in large case request for proposals and short-list presentations to support sales and retain existing business.


• Education consulting and communications development - Develop an education strategy and calendar based on member behavior.


• Analyze the member behavior vs benchmark and recommend education initiatives and custom communications to support the client’s objectives and target outcomes.


• Develop custom communications to support education strategy and client projects.


• Build and deploy email communications for the client and leverage multichannel technology to increase reach and impact.


• Project management and reporting - Work with client and project team to develop detailed action plan and work-back schedule for communication tasks. Ensure tasks are completed, timelines met, resources are available, and assist with eliminating any roadblocks.


• Provide regular project updates on progress and timeline, critical tasks and any outstanding issues and their status.


• Track and report success of the communication and education initiatives and adjust strategy, as needed.


• How will you create impact? - Reporting to the Director of Financial Education in Canada Retirement, this role serves as the expert on the member experience, supporting sales and retention by presenting at shortlists and client meetings. With a deep understanding of clients, the role involves recommending an education strategy based on data and analysis of member behavior. Planning and driving the communication calendar, deploying multichannel communications to boost plan participation, and measuring the success of various initiatives are key responsibilities. Adjustments and pivots are made as needed to maintain a strong focus on building member engagement.


• What we are looking for - See Qualifications for details below.

Qualifications

• Excellent relationship management skills. A motivated and enthusiastic individual with a focus on service excellence.


• Outstanding verbal and written communication skills. Attention to detail and the ability to translate product information into simple messages with clear call-to-action.


• Proven track record to present high impact presentations in formal settings (shortlist presentation, pension committee meetings for large clients / consulting community).


• Outstanding planning and project management skills with a shown ability to implement sophisticated projects with tight timeframes.


• Active listening and ability to be flexible, think on your feet and problem-solve.


• Good knowledge and understanding of the group retirement products and member retirement savings / investment tools, pension industry in Canada. RPA designation and / or willingness to obtain these designations.


• The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.

What we offer / Company context

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.

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 .

Equal Opportunity Employer

Manulife is an Equal Opportunity Employer. We embrace diversity and foster an inclusive work environment without discrimination on race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex, pregnancy, sexual orientation, gender identity, age, disability, or any other ground protected by applicable law. A Human Resources representative will assist applicants requesting reasonable accommodation during the application process. To request accommodation, contact .

Location and Compensation

Referenced Salary Location: Waterloo, Ontario. Working Arrangement: Hybrid. Salary range is expected to be between 68,775.00 CAD - $114,625.00 CAD. If applying outside the primary location, contact for the salary range for your location. Actual salary varies by market conditions, geography, and job-related factors. Eligible employees may participate in incentive programs.

Manulife offers a wide array of benefits including health, dental, mental health, vision, disability, life and AD&D insurance, retirement savings plans, and more. Generous paid time off and statutory leaves are provided. U.S. role details available on request.