Manulife Financial
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 *
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
Key Shared Responsibilities
Contributing to team goals
Taking inbound calls as necessary
Handling smaller, segmented cases
Required Qualifications
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
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.
Working Arrangement Hybrid work
Salary & Benefits Salary will vary depending on local market conditions, geography and relevant job‑related factors such as knowledge, skills, qualifications, experience and education/training. 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.
Manulife and John Hancock マニュライフ・ファイナンシャル・コーポレーションは、「あなたの未来に、わかりやすさを」を提供する、国際的な大手金融サービスプロバイダーです。当社について詳しくは、 https://www.manulife.co.jp/ をご覧ください。
マニュライフは機会均等を是とする雇用主です。マニュライフ/ジョン・ハンコックでは、多様性を受け入れます。私たちは、サービス提供先であるお客さまと同様に、多様な人材を引きつけ、育成し、定着させ、文化や個人の力を受け入れる包括的な職場環境を促進するよう努めています。当社は公正な採用、定着、昇進、報酬に努めています。当社のすべての慣行とプログラムは、人種、祖先、出身地、肌の色、民族的出自、市民権、宗教または宗教的信念、信条、性別（妊娠および妊娠関連の状態を含む）、性的指向、遺伝的特徴、退役軍人としての地位、性自認、性に関する表明、年齢、婚姻状況、家族状況、障害、または適用法で保護されるその他の要因に対する一切の差別を行うことなく管理されます。
雇用への平等なアクセスを提供するために、障壁を取り除くことが当社の優先事項です。人事担当者は、応募者が応募プロセス中に合理的配慮を要求する場合に協力します。配慮要求のプロセス中に共有されるすべての情報は、適用される法律およびマニュライフ/ジョン・ハンコックのポリシーに準拠した方法で保存および使用されます。申請プロセスにおいて合理的配慮を要求するには、 recruitment@manulife.com までご連絡をお願いします。
Company: John Hancock Life Insurance Company (U.S.A.)
#J-18808-Ljbffr
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 *
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
Key Shared Responsibilities
Contributing to team goals
Taking inbound calls as necessary
Handling smaller, segmented cases
Required Qualifications
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
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.
Working Arrangement Hybrid work
Salary & Benefits Salary will vary depending on local market conditions, geography and relevant job‑related factors such as knowledge, skills, qualifications, experience and education/training. 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.
Manulife and John Hancock マニュライフ・ファイナンシャル・コーポレーションは、「あなたの未来に、わかりやすさを」を提供する、国際的な大手金融サービスプロバイダーです。当社について詳しくは、 https://www.manulife.co.jp/ をご覧ください。
マニュライフは機会均等を是とする雇用主です。マニュライフ/ジョン・ハンコックでは、多様性を受け入れます。私たちは、サービス提供先であるお客さまと同様に、多様な人材を引きつけ、育成し、定着させ、文化や個人の力を受け入れる包括的な職場環境を促進するよう努めています。当社は公正な採用、定着、昇進、報酬に努めています。当社のすべての慣行とプログラムは、人種、祖先、出身地、肌の色、民族的出自、市民権、宗教または宗教的信念、信条、性別（妊娠および妊娠関連の状態を含む）、性的指向、遺伝的特徴、退役軍人としての地位、性自認、性に関する表明、年齢、婚姻状況、家族状況、障害、または適用法で保護されるその他の要因に対する一切の差別を行うことなく管理されます。
雇用への平等なアクセスを提供するために、障壁を取り除くことが当社の優先事項です。人事担当者は、応募者が応募プロセス中に合理的配慮を要求する場合に協力します。配慮要求のプロセス中に共有されるすべての情報は、適用される法律およびマニュライフ/ジョン・ハンコックのポリシーに準拠した方法で保存および使用されます。申請プロセスにおいて合理的配慮を要求するには、 recruitment@manulife.com までご連絡をお願いします。
Company: John Hancock Life Insurance Company (U.S.A.)
#J-18808-Ljbffr