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Job Title :
Operations Coordinator - Entry level
Job ID :
Category :
Sales Group
Location :
Atlanta, GA 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.
Key Focus/Scope
  • Help Identify and work with 401(k) participant to consolidate their other retirement accounts
  • Assist 401(k) participants on how to consolidate their retirements assets into their JH 401(k)
Major 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
  • Ability to work independently as well as in a team environment in an effort to meet mutually stated roll-in targets
  • 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 to assist clients in their decision-making process
  • 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
  • Additional duties as assigned
  • Bachelor Degree preferred
  • 1-3 years financial services industry experience
  • FINRA Series 6 and 63 required
  • Knowledge of retirement plans including 401(k) rules and regulations
  • Some sales experience preferred

Knowledge & Skills

  • Knowledge of retirement plans with a particular focus on 401(k) plans
  • Ability to efficiently promote the benefits of asset consolidation and the services we provide
  • Outstanding service and overall communication/negotiation skills
  • Ability to consult with all customers
  • Ability to succeed in a team environment as well as being able to work independently towards mutual goals/targets
  • Detail oriented with the ability to prioritize and remain organized in a multiple task environment
  • Spanish an asset
Key Differentiator
  • Working knowledge of 401(k) plans
  • Understand and adhere to policies and procedures
  • Prospecting/communication skills
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 $1.04 trillion (US$829.4 billion) as of December 31, 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 10.7 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.

Sales Group
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