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Consolidation Coordinator at Manulife - ApplyBlast

Consolidation Coordinator

Manulife

10 days ago

3.9 on Glassdoor

Atlanta, Georgia, United States

Hybrid

Full Time

Junior

0 applicants

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About this role

The Consolidation Coordinator supports John Hancock 401(k) participants in consolidating external retirement accounts into a single streamlined account. This role involves guiding participants through the roll-in process, educating them on the benefits of consolidation, and collaborating with financial intermediaries to drive new roll-in assets. The position offers an opportunity to build a career in the retirement industry with support for obtaining required FINRA licenses.

Responsibilities

Drive new roll-in assets for John Hancock 401(k) plans
Educate participants on consolidating retirement assets
Support participants throughout the roll-in process

Skills

Qualifications

Bachelor's degree with a focus in Business, Finance, or a related fieldFINRA 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.