What are the responsibilities and job description for the Consolidation Coordinator position at Manulife and Careers?
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
#LI-JH
#LI-Hybrid
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 recruitment@manulife.com .
Working Arrangement
Salary & Benefits
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 recruitment@manulife.com 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.
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Company: John Hancock Life Insurance Company (U.S.A.)