Enrollment Specialist - 401K at John Hancock in Boston, Massachusetts

Posted in General Business 19 days ago.

This job brought to you by eQuest

Type: Full-Time

Job Description:

Are you looking for unlimited opportunities to develop and succeed?  With work that challenges and makes a difference, within a flexible and supportive environment, we can help our customers achieve their dreams and aspirations.

Job Description

Work with new 401(k) participants through the steps of enrolling into the John Hancock 401(k) plan. Assist new 401(k) participants throughout the enrollment process.  This generally includes assisting participants with defining their retirement goals, determining how much to contribute to align to these goals, and choosing investment options.

Individual Responsibilities:

Member of an in-bound/out-bound phone-based team focused on enrolling new participants into their John Hancock 401(k) plan.
Educate and help 401(k) participants to better understand the benefits of contributing to their JH 401(k).
Ability to engage and capture interest of participant.
Ability to put the customer first while assisting them through the enrollment process Work directly with financial intermediaries (Plan Sponsors, Plan Consultants (TPAs) and Financial Advisors) and ultimately streamline the enrollment process into the JH 401(k) plan.
Deliver superior service in a professional manner to assist participants in their decision-making process.
Enter and prioritize workflows necessary to complete participant enrollments.
Additional duties as assigned

Key Shared Responsibilities:

Share successful education and process improvement ideas in a team environment.
Proactively share knowledge to ensure team objectives are met.

Job Requirements:

Bachelor Degree preferred
1-3 years financial services industry experience
Knowledge of retirement plans including 401(k) rules and regulations
Some sales experience preferred
Knowledge of retirement plans with a focus on 401(k) plans
Ability to efficiently promote the benefits of 401(k) plans and the services we provide
Outstanding service and overall communication/negotiation skills
Strong interpersonal skills
Ability to communicate complex investment concepts in simple terms
Ability to consult with all customers
Ability to succeed in a team environment as well as being able to work independently towards mutual and individual goals/targets
Detail oriented with the ability to prioritize and remain organized in a multiple task environment
Spanish an asset


If you are ready to unleash your potential its time to start your career with Manulife/John Hancock.

About Manulife

Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Canada, Asia, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2019, we had more than 35,000 employees, over 98,000 agents, and thousands of distribution partners, serving almost 30 million customers. As of December 31, 2019, we had $1.2 trillion (US$0.9 trillion) in assets under management and administration, and in the previous 12 months we made $29.7 billion in payments to our customers.

Our principal operations are in Asia, Canada and the United States where we have served customers for more than 100 years. We trade as 'MFC' on the Toronto, New York, and the Philippine stock exchanges and under '945' in Hong Kong.

Manulife is an equal opportunity employer.   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 and advancement and we administer all of our practices and programs based on qualification and performance and without discrimination on any protected ground.

It is our priority to remove barriers to provide equal access to employment.  A Human Resources representative will consult with applicants contacted to participate at any stage of the recruitment process who request any accommodation. Information received regarding the accommodation needs of applicants will be addressed confidentially.