John Hancock · 1 day ago
Enrollment Specialist
Boston, MA
Full-time
Hybrid
New Grad, Entry LevelJohn Hancock is a leading international financial services provider that helps people make their decisions easier and lives better. The Enrollment Specialist will assist participants in deciding whether to join their employer’s John Hancock 401(k) plan, providing education and support throughout the enrollment process.
Financial ServicesMedicalSecurity
Responsibilities
Establish and maintain relationships with participants throughout the enrollment process
Develop customized retirement savings plan for the participant based on an individual’s needs
Become proficient in JH’s product offerings as well as all retirement products (SIMPLEs, 401(k), Individual IRAs, Cash Balance plans, DB plans, non-qualified, etc.) and current laws
Assist participants, advisors and relationship managers with all options available to enroll participants into their plan
Deliver outstanding service in a professional manner while always putting the participant first
Effectively explain investment strategies and discuss the plan investment line-up in order to help the participant accurately invest based on their individual preferences
Participate in training and mentoring development programs to improve your skills and provide opportunities for advancement within PFS and other firm wide sales, marketing, and management related functions
Meet monthly production and activity targets
Qualification
Required
Bachelor's Degree with a preference on Business and or Finance
A commitment to attain the Series 6 and 63 plus state insurance and variable licenses within 6 months of hire
Passion for assisting participants on a one on one basis
Versatility to use multiple tools and systems to efficiently research and ensure it is in the participants best interest as well as within the plans specification
Excellent understanding of retirement plans, retirement plan marketplace, and retirement vehicles
Thorough understanding of John Hancock story, products, services and procedures
Strong understanding of investments and portfolio analysis
Comprehensive knowledge of the regulatory environment and its influence on business and the plan documents
Ability to exceed customer needs, wants and expectations
Quickly recover from adversity
Ability to effectively communicate, build rapport and relate well to all kinds of people
Ability to manage time and multiple task to achieve desired outcomes
Benefits
Health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and 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
Generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year
Full range of statutory leaves of absence
Company
John Hancock
John Hancock provides financial solutions, including life insurance, mutual funds, and long-term care insurance.
Founded in 1862
10001+ employees
H1B Sponsorship
John Hancock has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (42)
2024 (53)
2023 (44)
2022 (53)
2021 (45)
2020 (58)
Funding
Current Stage
Late StageLeadership Team
H
Hector Martinez
Head of Insurance
Recent News
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2025-11-13
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