Hybrid 401(k) Roll-In Specialist

Manulife/John Hancock; Atlanta (GA); Ibrido; USD 32.000 - 53.000; Tempo pieno

Descrizione del lavoro

Manulife/John Hancock is seeking a Consolidation Coordinator in Atlanta to support 401(k) roll-ins and educate participants on consolidating retirement assets. You will collaborate with financial intermediaries to channel new roll-in business while assisting participants through the paperwork and rollout process.

The role emphasizes strong customer service and communication skills, with opportunities to pursue FINRA Series 6 and 63 licenses within six months, in a hybrid work setting.

Competenze

• Bachelor’s degree in Business, Finance, or 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 consult effectively with customers and financial intermediaries.

Mansioni

• 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 consolidating retirement assets into their John Hancock 401(k) account.
• Support participants through the roll-in process, including rollover paperwork and contacting plan providers and administrators.
• Qualify opportunities and follow up on outstanding cases.
• Work with plan consultants, third-party administrators, and financial advisors to channel roll-in business into John Hancock plans.
• Deliver superior service in a professional manner.

Conoscenze

Customer service

Communication

Negotiation

FINRA licensing

Formazione

Bachelor’s degree in Business/Finance

Descrizione del lavoro

Manulife/John Hancock is seeking a Consolidation Coordinator in Atlanta to support 401(k) roll-ins and educate participants on consolidating retirement assets. You will collaborate with financial intermediaries to channel new roll-in business while assisting participants through the paperwork and rollout process.

The role emphasizes strong customer service and communication skills, with opportunities to pursue FINRA Series 6 and 63 licenses within six months, in a hybrid work setting.