Hybrid Retirement Plan Enrollment Specialist

Manulife; Boston (MA); Hybrid; USD 40,000 - 66,000; Full time

Benefits offered by this job

Health/dental/vision insurance

Disability and life insurance

401(k) with employer matching

Paid time off and holidays

Wellness programs

Job summary

Manulife/John Hancock seeks an Enrollment Specialist in Massachusetts to educate participants on employer retirement plans, tailor savings strategies, and guide enrollment with a participant-first approach.

The role supports licensing progression (Series 6/63 and state insurance licenses) and offers a hybrid working arrangement with salary range disclosed for MA. Expect collaboration with advisors and relationship managers.

Qualifications

• Bachelor's Degree with a preference on Business and/or Finance.
• Thorough understanding of retirement plans, marketplace, and vehicles.
• Comprehensive knowledge of regulatory environment and plan documents.
• Ability to explain plan options and recommend aligned solutions.

Responsibilities

• Establish and maintain relationships with participants throughout enrollment.
• Develop customized retirement savings plans based on individual needs.
• Become proficient in John Hancock product offerings and retirement products.
• Help participants enroll and deliver professional service while keeping participant best interest.
• Explain investment strategies and plan lineup to aid participant decisions.
• Participate in training programs and strive for advancement.
• Meet monthly production and activity targets.

Skills

Client relationship management

Retirement planning knowledge

Investments & portfolio analysis

Strong communication skills

Time management

Regulatory knowledge

Discretion & judgment

Adaptability & resilience

Sales-oriented / target driven

Education

Bachelor's degree in Business or Finance

Job description

Manulife/John Hancock seeks an Enrollment Specialist in Massachusetts to educate participants on employer retirement plans, tailor savings strategies, and guide enrollment with a participant-first approach.

The role supports licensing progression (Series 6/63 and state insurance licenses) and offers a hybrid working arrangement with salary range disclosed for MA. Expect collaboration with advisors and relationship managers.