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Job Title :
Rollover Education Specialist
Job ID :
Category :
Business Operations
Location :
Boston, MA US
Job Type :
Full Time
Posted On :
Job Description :

Are you looking for unlimited opportunities to develop and succeed?  With work that challenges and makes a difference and a flexible and supportive environment, we can help our customers achieve their dreams and aspirations.
Here is your opportunity to be a part of a new role in one of John Hancock’s fastest growing businesses; John Hancock Personal Financial Services.  We are looking for a highly motivated individual to work in tandem with internal and external business partners as well as 401K participants.  This position is ideal for someone who is looking to expand their skillset and grow their career in the financial Industry. Compensation includes a generous salary and performance based incentive.
Key Focus/Scope
  • Educating 401(k) participants on distribution options when leaving service due to job change or retirement
  • When applicable, assist participants in the account opening process, via a self directed IRA

Major Responsibilities

  • Member of in-bound/out-bound phone-based team focused on educating 401k participants on their distribution options
  • Promote John Hancock Rollover Product, the rollover process, the features and benefits to existing John Hancock 401(k) participants, Third Party Administrators and Financial Advisors.
  • Educate the JH 401(k) Participants on available rollover product(s) and available funds (including Lifestyle & Lifecycle) at Net Asset Value (NAV)
  • When applicable, help participant by opening an IRA in real-time and facilitate the distribution process
  • Deliver outstanding customer service in a professional manner to assist client’s decision-making process
  • Additional duties as assigned


  • Bachelor Degree preferred
  • 1-3 years financial services industry experience
  • Knowledge of 401(k) rules and regulations

Knowledge & Skills

  • Series 6 & 63
  • Strong industry knowledge
  • Outstanding communication and organizational skills
  • Ability to work independently and as a team with a customer focus

Key Differentiator

  • Strong product/market knowledge
  • Understand and adhere to policies and procédures

This job description is intended to describe the general nature and level of the work being performed by employees in this job.  It is not intended to be a complete list of all responsibilities, duties and skills required for this job classification.



About John Hancock Financial and Manulife
John Hancock is a division of Manulife Financial Corporation, a leading international financial services group that helps people achieve their dreams and aspirations by putting customers’ needs first and providing the right advice and solutions. We operate primarily as John Hancock in the United States, and Manulife elsewhere. We provide financial advice, insurance and wealth and asset management solutions for individuals, groups and institutions. Assets under management and administration by Manulife and its subsidiaries were over $1 trillion (US$806 billion) as of September 30, 2017. Manulife Financial Corporation trades as MFC on the TSX, NYSE, and PSE, and under 945 on the SEHK. Manulife can be found at
One of the largest life insurers in the United States, John Hancock supports approximately 10 million Americans with a broad range of financial products, including life insurance, annuities, investments, 401(k) plans, and college savings plans. We also offer advice through Signator, a network of independent financial advisors. Additional information about John Hancock may be found at
Agency submissions and contacts are by invitation only and must be initiated by John Hancock's Recruiting Department only.  Unsolicited agency submissions will not be honored.



Business Operations
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