Summary 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.
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
Member of in-bound/out-bound phone-based team focused on educating 401k participants on their
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
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
Ability to work independently and as a team with a customer focus
Strong product / market knowledge
Understand and adhere to policies and
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