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Rollover Education Consultant

John Hancock Retirement Plan Services

in Boston, MA



Job Title: Rollover Education Specialist I

Department: Personal Financial Services

Division: Wealth Management

Here is your opportunity to be a part of a new role in one of John Hancock’s fastest growing businesses; John Hancock Personal Financial Services.  We are looking for a highly motivated individual to work in tandem with internal and external business partners as well as 401K participants.  This position is ideal for someone who is looking to expand their skillset and grow their career in the financial Industry. Compensation includes a generous salary and performance based incentive.

Key Focus/Scope

  • Educating 401(k) participants on distribution options when leaving service due to job change or retirement
  • When applicable, assist participants in the account opening process, via a self directed IRA

Major Responsibilities

  • Member of in-bound/out-bound phone-based team focused on educating 401k participants on their distribution options
  • Promote John Hancock Rollover Product, the rollover process, the features and benefits to existing John Hancock 401(k) participants, Third Party Administrators and Financial Advisors.
  • Educate the JH 401(k) Participants on available rollover product(s) and available funds (including Lifestyle & Lifecycle) at Net Asset Value (NAV)
  • When applicable, help participant by opening an IRA in real-time and facilitate the distribution process
  • Deliver outstanding customer service in a professional manner to assist client’s decision-making process
  • Additional duties as assigned


  • Bachelor Degree preferred
  • 1-3 years financial services industry experience
  • Knowledge of 401(k) rules and regulations

Knowledge & Skills

  • Series 6 & 63 / 65 or 66
  • Strong industry knowledge
  • Outstanding communication and organizational skills
  • Ability to work independently and as a team with a customer focus

Key Differentiator

  • Strong product / market knowledge
  • Understand and adhere to policies and procedures

This job description is intended to describe the general nature and level of the work being performed by employees in this job.  It is not intended to be a complete list of all responsibilities, duties and skills required for this job classification.

To be completed by Compensation Department: Updated: 7/9/2014
Job Level/Grade: 12
Job Code: 010971
FLSA Status: Exempt

How to Apply

E-mail resume:

This ad has been viewed 637 times. It expires on 6/30/2017.

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