Enrollment Specialist

Manulife Insurance Malaysia; Atlanta (GA); Hybrid; USD 40,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Disability insurance

Life insurance

AD&D insurance

Employee assistance program

Paid time off

Public holidays

Job summary

Manulife/John Hancock in Atlanta is seeking an Enrollment Specialist to educate participants on joining the employer's 401(k) plan. You will explain plan details, recommend retirement solutions, and maintain participant relationships through the enrollment process.

The role involves training to obtain Series 6/63 registrations and state licenses, and offers a hybrid work arrangement. A Bachelor's degree in business or finance is preferred, with a strong customer-service mindset.

Qualifications

• Bachelor's degree with a preference on Business and/or Finance.
• Strong understanding of retirement plans and retirement vehicles.
• Ability to use multiple tools and systems to research and act in the participant's best interest.

Responsibilities

• Educate participants about enrollment in the 401(k) plan.
• Develop customized retirement savings plans based on individual needs.
• Explain investment strategies and plan line-up to help participants invest appropriately.
• Establish and maintain relationships with participants throughout enrollment.

Skills

Customer service

Communication

Relationship building

Time management

Regulatory knowledge

Education

Bachelor's degree in Business or Finance

Job description

The Enrollment Specialist is a part of an inbound/outbound phone based team that educates and assists participants in deciding whether to join their employer’s John Hancock 401(k) plan. They are knowledgeable about John Hancock products, asset classes, and investment options. Using discretion and judgment, they assess participants’ retirement goals, explain plan details, and recommend solutions aligned with their best interests.Responsibilities:Establish and maintain relationships with participants throughout the enrollment processDevelop customized retirement savings plan for the participant based on an individual’s needsBecome proficient in JH’s product offerings as well as all retirement products (SIMPLEs, 401(k), Individual IRAs, Cash Balance plans, DB plans, non-qualified, etc.) and current laws.Assist participants, advisors and relationship managers with all options available to enroll participants into their planDeliver outstanding service in a professional manner while always putting the participant firstEffectively explain investment strategies and discuss the plan investment line-up in order to help the participant accurately invest based on their individual preferencesParticipate in training and mentoring development programs to improve your skills and provide opportunities for advancement within PFS and other firm wide sales, marketing, and management related functionsMeet monthly production and activity targetsRequirements:Bachelor's Degree with a preference on Business and or FinancePassion for assisting participants on a one on one basisVersatility to use multiple tools and systems to efficiently research and ensure it is in the participants best interest as well as within the plans specificationExcellent understanding of retirement plans, retirement plan marketplace, and retirement vehiclesThorough understanding of John Hancock story, products, services and proceduresStrong understanding of investments and portfolio analysisComprehensive knowledge of the regulatory environment and its influence on business and the plan documentsAbility to exceed customer needs, wants and expectationsQuickly recover from adversityAbility to effectively communicate, build rapport and relate well to all kinds of peopleAbility to manage time and multiple task to achieve desired outcomesThis role provides the opportunity to obtain your Series 6 and 63 registrations, as well as state insurance and variable licenses.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 aremore than just words.As part of our global team, we’ll support you in shaping the future you want to seeThe role being advertised is an existing vacancy.About Manulife and John HancockManulife 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 EmployerAt 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 [e-mail] .Referenced Salary LocationAtlanta, GeorgiaWorking ArrangementHybridSalary range is expected to be between$39,500.00 USD - $65,800.00 USDEmployees 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 [e-mail] 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 .Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-VerifyCompany: John Hancock Life Insurance Company (U.S.A.)