Consolidation Coordinator

The Consolidation Coordinator is a dynamic and pivotal role within our bustling inbound/outbound phone center, dedicated to transforming participants' retirement experiences by seamlessly consolidating their external retirement accounts into John Hancock 401(k) s.

• Member of an inbound/outbound phone-based team focused on driving new roll-in assets for John Hancock.
• Educate and help 401(k) participants better understand the benefits of consolidating their retirement assets into their JH 401(k).
• Assist 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 help follow up on outstanding cases.
• Work directly with financial intermediaries (Plan Consultants, Treasury Providers, and Financial Advisors) and ultimately channel roll‑in business into the JH 401(k) plan.
• Deliver superior service in a professional manner.
• Enter and prioritize workflows necessary to track potential roll-in opportunities.
• Share successful education and process improvement ideas in a team environment.
• Proactively share knowledge to ensure team objectives are met.

• Contributing to team goals.
• Taking inbound calls as necessary.
• Handling smaller, segmented cases.

• Bachelor’s Degree with a focus on Business and/or Finance.
• FINRA Series 6 and 63 required within 6 months of hire.
• Some financial services industry experience preferred.
• Ability to efficiently promote the benefits of the program and the services we provide.
• Strong service and overall communication/negotiation skills.
• Ability to consult with all customers.
• Ability to succeed in a team environment.
• Being able to work independently toward mutual goals/targets.
• Detail oriented with the ability to prioritize and remain organized in a multiple task environment.

• 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.

• Salary range for Massachusetts: $32,000 – $53,300 USD.
• Incentive programs tied to business and individual performance.
• Hybrid work arrangement based out of Boston office.

Manulife is an Equal Opportunity Employer. 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.