Enrollment Specialist

Enrollment Specialist

The Enrollment Specialist is part of an inbound / outbound phone-based team that educates and assists participants in deciding whether to join their employer's John Hancock 401(k) plan. They are knowledgeable about John Hancock products, asset classes, and investment options. Using discretion and judgment, they assess participants' retirement goals, explain plan details, and recommend solutions aligned with their best interests.

Responsibilities :

• Establish and maintain relationships with participants throughout the enrollment process
• Develop customized retirement savings plan for the participant based on an individual's needs
• Become proficient in JH's product offerings as well as all retirement products (SIMPLEs, 401(k), Individual IRAs, Cash Balance plans, DB plans, non-qualified, etc.) and current laws.
• Assist participants, advisors, and relationship managers with all options available to enroll participants into their plan
• Deliver outstanding service in a professional manner while always putting the participant first
• Effectively explain investment strategies and discuss the plan investment line-up in order to help the participant accurately invest based on their individual preferences
• Participate in training and mentoring development programs to improve your skills and provide opportunities for advancement within PFS and other firm wide sales, marketing, and management related functions
• Meet monthly production and activity targets

Requirements :

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 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 our practices and programs without discrimination based on 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 current law. Our priority is to eliminate barriers to ensure equal access to employment. A human resources representative will work with applicants who require a reasonable accommodation during the application process. All information shared during the application process for accommodation will be stored and used in a manner consistent with Manulife / John Hancock's corresponding laws and policies. To request a reasonable accommodation in the application process, please send us a message at recruitment@manulife.com.

Work modalities : Hybrid

Salary and benefits : The salary will vary according to 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 commercial 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 coverage, 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 plans and a global stock ownership plan with employer matching contributions) and financial counseling and education resources. Our generous paid time off program in the U.S. includes up to 11 holidays, 3 personal days, 150 vacation hours, and 40 sick hours (or more when required by law) per year, and we offer all types of legally contemplated leave.