Consolidation Coordinator

Consolidation Coordinator

The Consolidation Coordinator is a dynamic and pivotal role within our lively 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!

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.

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. Detail oriented with the ability to prioritize and remain organized in a multiple task environment. Being able to work independently toward mutual goals / targets.

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.

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 where 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 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 applicable law. Our priority is to remove 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 accommodation request process will be stored and used in a manner consistent with the applicable Manulife / John Hancock 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, life insurance and accidental death and dismemberment insurance, adoption / surrogacy, and employee / family assistance plans, and 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 leave required by law.