RPS Consolidation Coordinator
Core
Guide 401(k) participants through the process of consolidating external retirement accounts into John Hancock plans via inbound and outbound phone calls.
Role type
Inbound/Outbound Financial Services Coordinator
Builds
Roll-in assets for John Hancock 401(k) plans
Domain
Retirement planning and asset consolidation
Deliverable
client delivery
Required skills
Customer service, communication, negotiation, consulting, attention to detail, prioritization, organization
Preferred skills
Financial services experience, phone-based contact center experience, knowledge of retirement plans and rollovers, experience with plan administrators
Technologies
None stated
Responsibilities
Educate participants on consolidation benefits, obtain authorization on rollover paperwork, contact plan providers and administrators, qualify and follow up on opportunities, work with financial intermediaries, manage workflows, handle segmented cases
Seniority
Entry-level, license-track