Rps Consolidation Coordinator

Manulife/John Hancock

Atlanta, Georgia, US
Base: $32,000.00 - $53,300.00 usd; bonus/equity: i...
Hybrid
Inbound and outbound phone communication
401(k) participant education and guidance
Rollover paperwork authorization processing
The role focuses on guiding John Hancock participants through the seamless consolidation of external retirement accounts into a single streamlined 401(k)

Job Summary

  • The role focuses on guiding John Hancock participants through the seamless consolidation of external retirement accounts into a single streamlined 401(k).
  • Candidates will receive comprehensive support to obtain FINRA licenses and gain education in the evolving retirement plan industry.
  • The position offers a hybrid work arrangement in Atlanta, Georgia, with a salary range between $32,000.00 and $53,300.00 USD plus incentive compensation.

Matching Summary

The role focuses on guiding John Hancock participants through the seamless consolidation of external retirement accounts into a single streamlined 401(k).

Salary

Base: $32,000.00 - $53,300.00 USD; Bonus/Equity: Incentive programs tied to performance; Benefits: Health, dental, vision, 401(k), PTO

Skills & Requirements

Must-have

  • Inbound and outbound phone communication
  • 401(k) participant education and guidance
  • Rollover paperwork authorization processing
  • Collaboration with plan consultants and administrators
  • Workflow prioritization and tracking

Nice-to-have

  • Strong negotiation and consulting skills
  • Proactive knowledge sharing in team environment
  • Ability to work independently toward targets
  • Detail-oriented organization in multi-task settings

Key Requirements

  • Bachelor's Degree in Business or Finance
  • FINRA Series 6 and 63 required within 6 months
  • Some financial services industry experience preferred

Work Rights

Not specified

Tailored Resume

Cover Letter