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Consolidation Coordinator - Entry Level

Consolidation Coordinator - Entry Level

Consolidation Coordinator - Entry Level

John Hancock
Boston, MA

Job details

Job Type


Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You’ve come to the right place. We’re looking for ambitious people who share our values and want to make every day better for people around the world. If this sounds like you, and the career below sounds exciting, we’d like to hear from you.

Working Arrangement


Job Description


Assist retirement plan participants on consolidating their retirement assets into their company retirement plan.

Individual Accountabilities:

• 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 Accountabilities:

• Contributing to team goal; taking inbound calls as necessary; handling smaller, segmented cases.

Job Requirements:

• Bachelor’s Degree with a Focus on Business and or Finance
  • FINRA Series 6 and 63 required within 4 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 towards mutual goals/targets
  • Detail oriented with the ability to prioritize and remain organized in a multiple task environment

Every career at Manulife/John Hancock provides the opportunity to learn new skills and move your career forward. Ready to make an impact somewhere? What are you waiting for? Apply today.

About John Hancock and Manulife

John Hancock is a unit of Manulife Financial Corporation, a leading international financial services group that helps people make their decisions easier and lives better. We operate primarily as John Hancock in the United States, and Manulife globally, including Canada, Asia and Europe. We provide financial advice, insurance and wealth and asset management solutions for individuals, groups and institutions. Assets under management and administration by Manulife and its subsidiaries were CAD$1.3 trillion (US$1.1 trillion) as of June 30, 2021. Manulife Financial Corporation trades as MFC on the TSX, NYSE, and PSE, and under 945 on the SEHK. Manulife can be found at .

One of the largest life insurers in the United States, John Hancock supports more than 10 million Americans with a broad range of financial products, including life insurance , annuities , investments , 401(k) plans , and education savings plans . Additional information about John Hancock may be found at .

Manulife is an Equal Opportunity Employer

At Manulife /John Hancock , we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour , ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process . All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies . To request a reasonable accommodation in the application process, contact .

E EO is the Law I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify I Pay Transparency

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• Location: NA

• Post ID: 21491421

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