Retirement Service Specialist

Retirement Services Specialist

As a Retirement Services Specialist (RSS), you'll be part of a unique and collaborative award-winning phone-based team responsible for supporting over $3.5 billion in annual asset retention, including IRA rollover flows. Your role focuses on helping 401(k) participants who are retiring or leaving their employer make informed decisions about their retirement assets. You'll proactively contact existing John Hancock participants to follow up on key deadlines and previously shared materials, guiding them through their options and ensuring they feel confident about their financial future. As a subject matter expert in John Hancock's 401(k) and IRA productsincluding the JH Mutual Fund IRA and JH Managed IRA, the RSS uses good judgment and discretion to deliver outstanding service. Collaborating closely with the Personal Financial Services team, the RSS manages a high volume of both inbound and outbound calls, ensuring timely and effective support for all participant needs.

Position Responsibilities :

• Make outbound calls to existing 401(k) plan participants
• Respond to inbound participant inquiries regarding the status of 401k distributions
• Work with 401(k) Participants, Advisors, Plan Sponsors and Third Party Administrators (TPA's) in an effort to assist in the facilitation of the 401(k) distribution process
• Respond and assist with internal inquiries regarding JH IRA accounts
• Ability to work independently and as a team with a customer focus
• Become well versed in John Hancock's 401(k) products as well as John Hancock's IRA product offerings
• Deliver an outstanding customer experience in a professional manner while assisting participants in their decision-making process
• Proactively share knowledge to ensure team objectives are met
• Encouraged to achieve monthly activity and efficiency targets
• Adhere to the highest levels of integrity and professional conduct
• Participate in training and coaching development programs crafted to improve skills and provide opportunities for advancement within the RSS role and other firm-wide sales, marketing and management-related functions
• Share successful education and process improvement ideas in a team environment

Required Qualifications :

Preferred Qualifications :

When you join our team :

Manulife Financial Corporation is an important international provider of financial services that helps people make decisions in an easier way and live better. For more information about us, visit http : / / www.manulife.com.

Manulife is an employer that offers equal opportunities. In Manulife / John Hancock, we value our diversity. We strive to attract, train and retain a workforce as diverse as the clients we serve, and to foster an inclusive work environment in which the strengths of cultures and people are leveraged. We are committed to equity in hiring, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, color, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other aspect protected by applicable law. Our priority is to eliminate barriers to ensure equal access to employment. A human resources representative will work with applicants who require reasonable accommodation during the application process. All information that has been shared during the application process for reasonable accommodation will be stored and used in a manner consistent with Manulife / John Hancock's applicable laws and policies. To request a reasonable accommodation in the application process, please send us a message at recruitment@manulife.com.

Hybrid Work Modalities

Salary and benefits will vary based 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 obtain incentive compensation linked to business and individual performance. Contact recruitment@manulife.com for more information.

Manulife / John Hancock offers eligible employees a wide variety of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and accidental death and dismemberment insurance, adoption / surrogacy, and wellness, and employee / family assistance plans. We also offer eligible employees various retirement savings plans (including 401(k) or pension savings plans and a global stock ownership plan with employer matching contributions) and financial counseling and education resources. Our generous U.S. paid time off program includes up to 11 holidays, 3 personal days, 150 vacation hours, and 40 sick hours (or more where required by law) per year, and we offer all types of leave contemplated by law. Company : John Hancock Life Insurance Company (U.S.A.)