John Hancock Consolidation Specialist in Boston, Massachusetts
Are you looking for unlimited opportunities to develop and succeed? With work that challenges and makes a difference and a flexible and supportive environment, we can help our customers achieve their dreams and aspirations.
As the Consolidation Coordinator, your focus is to assist 401(k) participants in the consolidation of their retirement assets into their John Hancock 401(k).
As a key member of an inbound/outbound phone-based team, your focus is on driving new roll-in assets for John Hancock
You will educate and help 401(k) participants to better understand the benefits of consolidating their retirement assets into a John Hancock 401(k)
You will assist new and existing 401(k) participants throughout the roll-in process, which includes obtaining authorization on rollover paperwork and contacting plan providers, plan administrators, and third-party administrators
You will qualify opportunities and help follow-up on open cases
You will work directly with financial intermediaries (Plan Consultants, TPAs and Financial Advisors) to channel roll-in business into the John Hancock 401(k) plan
You will deliver skilled customer service in a professional manner
You will enter and prioritize workflows necessary to track potential roll-in opportunities
You will share successful education and operational improvement ideas within a collaborative team environment
You will enthusiastically share knowledge to ensure the team objectives are met
You have a Bachelor's Degree, ideally with a focus on Business and/or Finance
You already have the FINRA Series 63, 6 and Life Insurance licenses
If you have financial services industry experience it's ideal
Knowledge and Skills:
You have the ability to expertly promote the benefits of the program and the services we provide
You have strong customer service skills and overall your communication and negotiation skills are highly sought after
You take a consultative approach with customers and are solution-oriented
You thrive within a collaborative team environment, yet are also able to work independently toward mutual goals and targets
You are detail-oriented and have the ability to prioritize and remain organized in a busy environment
Bilingual – Spanish preferred
Proven track record of performance
Knowledge of, or work experience in, Investments
About John Hancock Financial and Manulife
John Hancock is a division of Manulife Financial Corporation, a leading international financial services group that helps people make their decisions easier and lives better. We operate primarily as John Hancock in the United States, and Manulife elsewhere. We provide financial advice, insurance and wealth and asset management solutions for individuals, groups and institutions. Assets under management and administration by Manulife and its subsidiaries were over $1.1 trillion (US$850 billion) as of March 31, 2018. Manulife Financial Corporation trades as MFC on the TSX, NYSE, and PSE, and under 945 on the SEHK. Manulife can be found at manulife.com.
One of the largest life insurers in the United States, John Hancock supports approximately 10.7 million Americans with a broad range of financial products, including life insurance, annuities, investments, 401(k) plans, and college savings plans. We also offer advice through Signator, a network of independent
financial advisors. Additional information about John Hancock may be found at johnhancock.com.
Agency submissions and contacts are by invitation only and must be initiated by John Hancock's Recruiting Department only. Unsolicited agency submissions will not be honored.
JOHN HANCOCK IS AN EQUAL OPPORTUNITY EMPLOYER - AA/F/M/D/V
Job: *Sales Group
Organization: *JH RPS
Title: Consolidation Specialist
Requisition ID: 1807109