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 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].

Referenced Salary Location

Salary range is expected to be between

Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location.

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.

We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.

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