Job Information
Manulife National Education Consultant in Waterloo, Ontario
The opportunity
In this role you will be part of the Client Relations team in Canada Retirement and the primary contact for our large / jumbo clients when it comes to member education and engagement in their retirement program.
As a National Education Consultant, you will be assigned to large / jumbo clients and will be responsible for managing the sponsor relationship, developing the strategy around member education, and planning and executing on communication initiatives. This includes but is not limited to managing communications at transition and sponsor onboarding, new hire enrolment material and education, plan and fund changes, and custom communications to increase plan participation and engagement.
Responsibilities
Relationship management
Primary contact for the client when it 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, Financial Education in Canada Retirement, you are the expert on the member experience and support sales and retention by presenting at shortlists and client meetings. You know your clients and recommend an education strategy based on data and analysis of the member behavior. You plan and execute on the communication calendar and deploy multichannel communications to increase plan participation. You measure the success of the various initiatives, adjust and pivot as needed, and continue to focus on building member engagement.
What motivates you?
You obsess about customers, listen, engage and act for their benefit.
You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.
You thrive in teams and enjoy getting things done together.
You take ownership and build solutions, focusing on what matters.
You do what is right, work with integrity and speak up.
You share your humanity, helping us build a diverse and inclusive work environment for everyone.
What we are looking for
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 ability to present high impact presentations in formal settings (shortlist presentation, pension committee meetings for large clients / consulting community).
Superior planning and project management skills with a proven ability to execute large/complex 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.
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.
Acerca de Manulife y John Hancock
Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite http://www.manulife.com .
Manulife es un empleador que ofrece igualdad de oportunidades
En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.
Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a recruitment@manulife.com .
Primary Location
Waterloo, Ontario
Modalidades de Trabajo
Híbrido
Salary range is expected to be between
$68,775.00 CAD - $114,625.00 CAD
Si se está postulando para este puesto fuera de la ubicación principal, póngase en contacto con recruitment@manulife.com para conocer el rango salarial de su ubicación. El salario real variará según las condiciones locales del mercado, la geografía y los factores relacionados con el trabajo pertinentes, como conocimiento, habilidades, calificaciones, experiencia y educación/capacitación. Los empleados también tienen la oportunidad de participar en programas de incentivos y obtener una compensación de incentivos vinculada al desempeño comercial e individual.
Manulife ofrece a los empleados aptos una amplia variedad de beneficios personalizables, entre ellos, beneficios de salud, odontológicos, de salud mental, oftalmológicos, por discapacidad a corto y a largo plazo, cobertura de seguro de vida y por muerte accidental y desmembramiento, adopción/subrogación y bienestar, y planes de asistencia al empleado/familiar. También ofrecemos a los empleados admisibles varios planes de ahorro para la jubilación (incluidos planes de pensiones y un plan mundial de propiedad de acciones con contribuciones equivalentes del empleador) y recursos de asesoramiento y educación financiera. Nuestro generoso programa de tiempo libre remunerado en Canadá incluye feriados, vacaciones, días personales y días por enfermedad, y ofrecemos la gama completa de ausencia laboral reglamentaria. Si se está postulando para este puesto en los EE. UU., póngase en contacto con recruitment@manulife.com para obtener más información sobre las disposiciones relativas al tiempo libre remunerado específicas de EE. UU.