Consolidation Specialist

3 weeks ago

MA United States Manulife and John Hancock Full time
Job Summary

We are seeking a highly motivated and detail-oriented Consolidation Specialist to join our team at Manulife and John Hancock. As a key member of our team, you will play a critical role in assisting retirement plan participants in consolidating their retirement assets into their company retirement plan.

Responsibilities
  • Assist retirement plan participants in consolidating their retirement assets into their company retirement plan.
  • Educate and help 401(k) participants 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, including 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 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 Responsibilities
  • Contributing to team goals.
  • Taking inbound calls as necessary.
  • Handling smaller, segmented cases.
What Motivates You?
  • You obsess about customers, listen, engage, and act for their benefit.
  • You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.
  • You thrive in teams and enjoy getting things done together.
  • You take ownership and build solutions, focusing on what matters.
  • You do what is right, work with integrity, and speak up.
  • You share your humanity, helping us build a diverse and inclusive work environment for everyone.
What We Are Looking For
  • 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.
  • Being able to work independently toward mutual goals/targets.
  • Detail-oriented with the ability to prioritize and remain organized in a multiple task environment.
What Can We Offer You?
  • A competitive salary and flexible benefits package.
  • A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.
  • A focus on career growth and learning.
  • Flexible work policies and strong work-life balance.
  • Professional development and leadership opportunities.
Our Commitment to You
  • Values-first culture - We lead with our Values every day and bring them to life together.
  • Boundless opportunity - We create opportunities to learn and grow at every stage of your career.
  • Continuous innovation - We invite you to help redefine the future of financial services.
  • Delivering the promise of Diversity, Equity and Inclusion - We foster an inclusive workplace where everyone thrives.
  • Championing Corporate Citizenship - We build a business that benefits all stakeholders and has a positive social and environmental impact.

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