Consolidation Coordinator

John Hancock is a leading financial services provider dedicated to transforming participants' retirement experiences. The Consolidation Coordinator will guide participants through the process of consolidating their retirement accounts into John Hancock 401ks, ensuring seamless asset management. Responsibilities Member of an in-bound/out-bound phone-based team focused on driving new roll-in assets for John Hancock Educate and help 401(k) participants to 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. This would generally include 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 (TPAs) 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 Skills Bachelor's Degree with a focus on Business and/or Finance FINRA Series 6 and 63 required within 6 months of hire 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 Some financial services industry experience preferred Benefits Health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage Adoption/surrogacy and wellness benefits Employee/family assistance plans Various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) Financial education and counseling resources Up to 11 paid holidays 3 personal days 150 hours of vacation 40 hours of sick time Company Overview John Hancock provides financial solutions, including life insurance, mutual funds, and long-term care insurance. It was founded in 1862, and is headquartered in Boston, Massachusetts, USA, with a workforce of 10001+ employees. Its website is Company H1B Sponsorship John Hancock has a track record of offering H1B sponsorships, with 42 in 2025, 53 in 2024, 44 in 2023, 53 in 2022, 45 in 2021, 58 in 2020. Please note that this does not guarantee sponsorship for this specific role.