Summary:
The Consolidation Coordinator plays a key role within our inbound and outbound phone-based team, helping John Hancock 401(k) participants consolidate external retirement accounts into one streamlined account. As a trusted guide, the Consolidation Coordinator supports participants throughout the roll-in process, making it easier for them to manage their retirement assets.
This opportunity is ideal for someone looking to build a career in the retirement industry. The team will support the successful candidate in obtaining required FINRA licenses and developing comprehensive knowledge of the retirement plan industry.
Position Responsibilities:
• Serve as a member of an inbound and outbound phone-based team focused on driving new roll-in assets for John Hancock.
• Educate 401(k) participants on the benefits of consolidating their retirement assets into their John Hancock 401(k) account.
• Support new and existing 401(k) participants throughout the roll-in process, including obtaining authorization on rollover paperwork and contacting plan providers, plan administrators, and third-party administrators.
• Qualify opportunities and follow up on outstanding cases.
• Work directly with financial intermediaries, including plan consultants, third-party administrators, and financial advisors, to channel roll-in business into John Hancock 401(k) plans.
• Deliver superior service in a professional manner.
• Enter, manage, and prioritize workflows to track potential roll-in opportunities.
• Share successful education approaches and process-improvement ideas within the team.
• Proactively share knowledge to help ensure team objectives are achieved.
• Contribute to team goals.
• Take inbound calls as required.
• Handle smaller, segmented cases.
Required Qualifications:
• Bachelor’s degree with a focus in Business, Finance, or a related field.
• Ability to obtain FINRA Series 6 and Series 63 licenses within six months of hire.
• Strong customer service, communication, and negotiation skills.
• Ability to clearly communicate and promote the benefits of the program and services provided.
• Ability to consult effectively with customers and financial intermediaries.
• Ability to succeed in a collaborative team environment.
• Strong attention to detail, with the ability to prioritize and remain organized in a multi-task environment.
• Ability to work independently while contributing toward shared goals and targets.
Preferred Qualifications:
• Previous experience in the financial services industry.
• Experience in a phone-based customer service, contact centre, or sales environment.
• Knowledge of retirement plans, 401(k) accounts, rollovers, or asset-consolidation processes.
• Experience working with plan providers, plan administrators, third-party administrators, or financial advisors.
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.
The role being advertised is an existing vacancy.
About Manulife and John Hancock
Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html .
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…