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)
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
LatPro - 4 years ago
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