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

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
• 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.

#LI-JH

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 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 [email protected].

Hybrid

Salary will vary depending on 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 earn incentive compensation tied to business and individual performance. Please contact [email protected] for additional information.

Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence.

Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify I Pay Transparency

Company: John Hancock Life Insurance Company (U.S.A.)