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Consolidation Coordinator at Manulife - ApplyBlast

Consolidation Coordinator

Manulife

3 months ago

3.9 on Glassdoor

Boston, Massachusetts, United States

Hybrid

Full Time

Junior

0 applicants

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About this role

The Consolidation Coordinator serves as a trusted guide for John Hancock participants, helping them consolidate external retirement accounts into 401(k) plans. This role involves educating clients on asset management benefits, processing rollover paperwork, and collaborating with financial intermediaries to drive new assets. The position offers comprehensive education and support to obtain FINRA licenses within the first six months.

Responsibilities

Educate participants on consolidating retirement assets into 401(k) plans
Process rollover paperwork and contact plan administrators
Collaborate with financial intermediaries to channel roll-in business
Qualify opportunities and follow up on outstanding cases
Enter and prioritize workflows to track potential roll-in opportunities

Skills

Qualifications

Bachelor's Degree in Business or FinanceFINRA Series 6 LicenseFINRA Series 63 License

About Manulife

manulife.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

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Manulife is a leading financial services group. We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions.