The Participant Onboarding Education Consultant role is responsible for communicating with internal (including RVP; ISC; SRM; NRM; Operations (PIM)) and external partners (Financial advisers; TPAs; and, Plan Sponsors) to determine the most effective method for onboarding newly eligible employees. The role will work in a call center environment focusing on delivery of the most efficient solution. This role is considered the central point of contact for all “non-standard” segmentation enrollment/education planning for new and existing clients. The role will participate in outbound planning calls; internal task creation, assignment and reporting; and, the transition from new business to ongoing.
- Handle the communications with both internal and external partners of the solution details
- Work with designated TPA to secure accurate Plan highlights when required
- Handle CRM (Salesforce) input
- Training and development needs including the education of internal and external partners concerning the John Hancock suite of enrollment/education solutions
- Handling the external partner experience (FA, TPA, Plan Sponsor)
- Handling the participant experience
- Develop Best Practices to strengthen Financial Adviser’s and TPAs existing service model using the John Hancock suite of solutions
Job Requirements
- College degree (preferred) and/or equivalent work experience
- 2-4 years’ experience in financial services – retirement plan experience a plus
- Call center experience in sales and influencing decisions
- Experience in handling multiple priorities
- Experience in managing both internal and external relationships (i.e. financial advisers, plan sponsors)