Consolidation Coordinator

Manulife • Boston, MA

4d • Hybrid

About The Position

The Consolidation Coordinator is a dynamic and pivotal role within our bustling inbound/outbound phone center, dedicated to transforming participants' retirement experiences by seamlessly consolidating their external retirement accounts into John Hancock 401ks. As a Consolidation Coordinator, you will be the trusted guide for John Hancock participants, expertly navigating them through the consolidation process to ensure effortless asset management in a single, streamlined account. This thrilling opportunity is perfect for anyone eager to launch an exciting career in the retirement industry. Our enthusiastic team will champion your quest to obtain FINRA licenses and provide you with comprehensive education in the ever-evolving retirement plan industry. Join us and be part of a transformative journey! This is a hybrid role based out of our Boston office

Requirements

• Bachelor’s Degree with a focus on Business and/or Finance
• FINRA Series 6 and 63 required within 6 months of hire
• Some financial services industry experience preferred
• Ability to efficiently promote the benefits of the program and the services we provide
• Strong service and overall communication/negotiation skills
• Ability to consult with all customers
• Ability to succeed in a team environment
• Being able to work independently toward mutual goals/targets
• Detail oriented with the ability to prioritize and remain organized in a multiple task environment

Responsibilities

• Member of an in-bound/out-bound phone-based team focused on driving new roll-in assets for John Hancock
• Educate and help 401(k) participants to better understand the benefits of consolidating their retirement assets into their JH 401(k)
• Assist new and existing 401(k) participants throughout the roll-in process. This would generally include obtaining authorization on rollover paperwork and contacting plan providers, plan administrators, and third-party administrators
• Qualify opportunities and help follow-up on outstanding cases
• Work directly with financial intermediaries (Plan Consultants (TPAs) and Financial Advisors) and ultimately channel roll-in business into the JH 401(k) plan
• Deliver superior service in a professional manner
• Enter and prioritize workflows necessary to track potential roll-in opportunities
• Share successful education and process improvement ideas in a team environment
• Proactively share knowledge to ensure team objectives are met
• Other duties as assigned
• Contributing to team goals
• Taking inbound calls as necessary
• Handling smaller, segmented cases

Benefits

• Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.
• Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans.
• We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources.
• Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees