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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in 401(k) and IRA products, providing tailored solutions to participants while ensuring compliance with industry regulations. Excels in customer service and communication, effectively guiding clients through their retirement asset decisions.
Highest-signal resume keywords
Financial Services ExperienceSecurities Industry Essentials (SIE) ExamSeries 6 CertificationSeries 63 CertificationKnowledge of 401(k) and IRA Regulations
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
401(k) PlansIRAsInvestment AnalysisFund Matching ToolProduct KnowledgeSales TechniquesProblem-SolvingPresentation SkillsNegotiation SkillsCustomer Experience Management
Soft Skills
Strong Listening SkillsCustomer Service OrientationEffective CommunicationDetail-OrientedAbility to Build Rapport
Tools & Technologies
John Hancock Investment ProductsJohn Hancock IRA Accounts
Certifications & Qualifications
Series 65 Certification (Must Obtain Within 90 Days)
Industry Keywords
Retirement AssetsDistribution OptionsFinancial IntermediariesInvestment LineupsPolicies and Procedures
About the role
Key responsibilities & impact- Educate and help 401(k) participants make informed decisions about retirement assets when terminating employment or retiring
- Explain distribution options, products, advantages, and nuances
- Present options and solutions aligned with participants’ needs
- Analyze participant needs and take appropriate action
- Assist partner-firm advisors through the distribution process
- Refer potential leads to plan advisors according to business-partner commitments
- Develop expertise in John Hancock 401(k), IRA, and investment products
- Assist participants with opening or funding John Hancock IRA accounts
- Work with financial intermediaries to channel assets into John Hancock
- Deliver a superior customer experience during participant decision-making
- Review and compare participants’ current 401(k) investment lineups with John Hancock IRA options
- Use investment tools and methodologies, including John Hancock’s proprietary Fund Matching tool
- Manage inbound and outbound call volumes
- Achieve monthly activity and productivity targets
- Participate in training and coaching programs
- Share education and process-improvement ideas with the team
- Perform other duties as assigned
Requirements
What you’ll need- Bachelor’s degree preferred
- 1-3 years of Financial Services experience, preferably in phone and/or sales-type roles
- Securities Industry Essentials (SIE) Exam, Series 6, and Series 63 required
- Must obtain Series 65 within 90 days of hire
- Strong knowledge and understanding of IRAs, 401(k) plans, and investments
- Thorough understanding of John Hancock’s story, products, pricing, services, and procedures
- Working understanding of 401(k) and IRA rules and regulations
- Strong listening, customer service, and communication skills
- Analytical with solid problem-solving ability
- Effective presentation and negotiation skills
- Knowledge of policies and procedures
- Ability to work independently and collaboratively to meet targets
- Customer-focused with ability to anticipate and exceed needs
- Ability to build rapport across diverse audiences
- Detail-oriented with strong prioritization and time management
- Ability to influence decisions and drive outcomes
- High integrity and professionalism
- Spanish language proficiency considered an asset
Benefits
Comp & perks- Flexible work environment
- Learning and career growth opportunities
- Training and coaching development programs
- Health insurance
- Dental insurance
- Mental health benefits
- Vision insurance
- Short- and long-term disability insurance
- Life and AD&D insurance
- Adoption/surrogacy benefits
- Wellness benefits
- Employee/family assistance plans
- Retirement savings plans, including 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
- 40 hours of sick time, or more where required by law
- Statutory leaves of absence
- Incentive compensation tied to business and individual performance