John Hancock · 13 hours ago
Consolidation Coordinator
Boston, MA
Full-time
Hybrid
New Grad, Entry Level
$32K/yr - $53K/yrJohn 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.
Financial ServicesMedicalSecurity
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
Qualification
Required
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
Preferred
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
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
Longevity.Technology - Latest News, Opinions, Analysis and Research
2025-12-13
2025-11-19
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