Job Description

We are seeking a passionate and strategic Onboarding Education Consultant (OEC) to join our Participant Outcomes team, supporting the US Retirement business. This role is instrumental in delivering an outstanding first impression for new clients, setting the tone for a successful long-term relationship. As a strategic partner in the onboarding process, the OEC ensures the Manulife John Hancock participant experience is effectively introduced and aligned with each plan’s unique goals and needs. This position requires a blend of critical thinking, project management, and relationship-building skills to deliver outstanding onboarding experiences that nurture long-term engagement and retirement readiness. Key Responsibilities Strategic Consultation: Partner with Sales Teams, Plan Implementation Managers (PIMs), and Relationship Managers (SRMs and NRMs) to assess client needs and recommend customized onboarding and education solutions. Discovery & Research: Conduct in-depth interviews with internal partners and advisors, and perform active research to understand plan objectives, participant profiles, and communication preferences. CRM Management: Maintain accurate and timely documentation of onboarding activities and client interactions in Salesforce, ensuring data integrity and visibility across teams. Advisor Collaboration: Work closely with Financial Representatives to identify the most effective communication methods and media for engaging newly eligible employees and supporting ongoing education efforts. Logistics Coordination: Coordinate the setup and delivery of onboarding resources, education materials, educator scheduling, and resource center configuration. Communication & Alignment: Act as a primary contact for onboarding training, guaranteeing coherent and uniform communication among both internal and external collaborators. Training & Enablement: Support training initiatives for internal teams and external partners to improve understanding and utilization of John Hancock’s enrollment and education tools. Best Practices Development: Identify and share insights and best practices to help external partners optimize their service models using John Hancock’s education solutions. Job Requirements Bachelor’s degree preferred, or equivalent professional experience in a related field. 2–4 years of experience in financial services, preferably within retirement plans or employee benefits. Experience in call center or client-facing environments with a strong focus on sales, education, or influencing decision-making. Exceptional organizational skills with the ability to lead multiple priorities and deadlines in a fast-paced environment. Strong interpersonal and relationship management skills, with a proven ability to build trust and collaborate effectively with diverse partners. Proficiency in CRM systems (Salesforce preferred) and Microsoft Office Suite. Excellent verbal and written communication skills, with a keen ability to tailor messaging to different audiences. 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. 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. #J-18808-Ljbffr Manulife

Job Tags

Similar Jobs