Retirement Roll-In Specialist - Hybrid, Boston

Manulife; Boston (MA); Hybrid; USD 32,000 - 53,000; Full time

Benefits offered by this job

Health benefits

Dental benefits

Vision benefits

Disability insurance

Life insurance

AD&D

Retirement savings plans

Paid time off

Holidays

Personal days

Sick time

Leaves of absence

Job summary

Manulife is seeking a Consolidation Coordinator to guide participants through consolidating their retirement accounts into the John Hancock 401(k). This hybrid role based in Boston involves educating clients, coordinating with plan providers, and driving roll-in assets while pursuing FINRA licenses and continued industry education.

You will join a dynamic team focused on excellent service, regulatory readiness, and collaborative growth within the retirement plan industry.

Qualifications

• Bachelor’s degree in Business and/or Finance required.
• FINRA Series 6 and 63 licenses required within 6 months of hire.
• Some financial services industry experience preferred.
• Strong communication and negotiation skills.
• Ability to work independently and in a team.
• Detail oriented and organized in a multi-task environment.

Responsibilities

• Member of an inbound/outbound phone-based team driving new roll-in assets for John Hancock.
• Educate 401(k) participants on consolidating assets into their JH 401(k).
• Assist participants through the roll-in process including rollover paperwork.
• Qualify opportunities and follow up on cases.
• Collaborate with Plan Consultants and Financial Advisors to channel roll-in business.
• Deliver professional service and prioritize workflows for opportunities.
• Share knowledge and ideas to meet team objectives.
• Take inbound calls as needed.

Skills

FINRA Series 6

FINRA Series 63

Customer service

Communication

Consultation

Teamwork

Independent work

Detail oriented

Education

Bachelor’s Degree in Business/Finance

Job description

Manulife is seeking a Consolidation Coordinator to guide participants through consolidating their retirement accounts into the John Hancock 401(k). This hybrid role based in Boston involves educating clients, coordinating with plan providers, and driving roll-in assets while pursuing FINRA licenses and continued industry education.

You will join a dynamic team focused on excellent service, regulatory readiness, and collaborative growth within the retirement plan industry.