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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 Other duties as assigned 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 #LI-JH #LI-Hybrid #LI-WAM 關於宏利和恒康 宏利金融公司是一家業界領先的國際金融服務商，致力於幫助人們實現「輕鬆投資理財，樂享豐盛人生」。若要進一步了解我們，請瀏覽 . 宏利是平等機會僱主 在宏利／恒康，我們擁抱多元。我們致力於吸引、培養及挽留和所服務客戶同樣多元的員工，並從而營造包容的工作環境，接納文化和個體差異。我們矢志維持公平的招聘、挽留、晉升及薪酬制度，我們管理的所有實踐及項目不會因種族、血統、原籍地、膚色、族裔、國籍、宗教或宗教信仰、信仰、性別（包括懷孕及其相關情況）、性取向、遺傳特徵、退伍軍人身份、性別認同、性別表達、年齡、婚姻狀況、家庭狀況、殘疾或受適用法律保護的任何其他因素而區別對待。 我們的首要任務是消除障礙，為員工提供平等就業機會。人力資源部代表將盡力為應徵過程中提出要求的申請人提供合理協助。申請人要求提供協助所分享的信息將會按照適用法律及宏利／恒康政策儲存及使用。應徵過程中如需協助，請聯絡 。 Working Arrangement 混合式 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. Please contact for additional information. 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. Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify I Pay Transparency Company: John Hancock Life Insurance Company (U.S.A.) #J-18808-Ljbffr