Enrollment Specialist

Talentify; Boston (MA); Hybrid; USD 40,000 - 66,000; Full time

Benefits offered by this job

Health/dental/vision insurance

Disability and life insurance

401(k) with employer matching

Paid time off and holidays

Wellness programs

Job summary

Manulife/John Hancock seeks an Enrollment Specialist in Massachusetts to educate participants on employer retirement plans, tailor savings strategies, and guide enrollment with a participant-first approach.

The role supports licensing progression (Series 6/63 and state insurance licenses) and offers a hybrid working arrangement with salary range disclosed for MA. Expect collaboration with advisors and relationship managers.

Qualifications

• Bachelor's Degree with a preference on Business and/or Finance.
• Thorough understanding of retirement plans, marketplace, and vehicles.
• Comprehensive knowledge of regulatory environment and plan documents.
• Ability to explain plan options and recommend aligned solutions.

Responsibilities

• Establish and maintain relationships with participants throughout enrollment.
• Develop customized retirement savings plans based on individual needs.
• Become proficient in John Hancock product offerings and retirement products.
• Help participants enroll and deliver professional service while keeping participant best interest.
• Explain investment strategies and plan lineup to aid participant decisions.
• Participate in training programs and strive for advancement.
• Meet monthly production and activity targets.

Skills

Client relationship management

Retirement planning knowledge

Investments & portfolio analysis

Strong communication skills

Time management

Regulatory knowledge

Discretion & judgment

Adaptability & resilience

Sales-oriented / target driven

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 process
• Develop customized retirement savings plan for the participant based on an individual’s needs
• Become 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 plan
• Deliver outstanding service in a professional manner while always putting the participant first
• Effectively explain investment strategies and discuss the plan investment line‑up in order to help the participant accurately invest based on their individual preferences
• Participate 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 functions
• Meet monthly production and activity targets

Requirements:

• Bachelor's Degree with a preference on Business and or Finance
• Passion for assisting participants on a one on one basis
• Versatility to use multiple tools and systems to efficiently research and ensure it is in the participants best interest as well as within the plans specification
• Excellent understanding of retirement plans, retirement plan marketplace, and retirement vehicles
• Thorough understanding of John Hancock story, products, services and procedures
• Strong understanding of investments and portfolio analysis
• Comprehensive knowledge of the regulatory environment and its influence on business and the plan documents
• Ability to exceed customer needs, wants and expectations
• Quickly recover from adversity
• Ability to effectively communicate, build rapport and relate well to all kinds of people
• Ability to manage time and multiple task to achieve desired outcomes

This 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 are
• more than just words.
• As part of our global team, we’ll support you in shaping the future you want to see

If you are applying to this role in Massachusetts, please note the salary range is $39,500.00 - $65,800.00 USD

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 [e-mail].

Referenced Salary Location

Atlanta, Georgia

Working Arrangement

Hybrid

Salary range is expected to be between

$39,500.00 USD - $65,800.00 USD

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 [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-Verify

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