Enrollment Specialist
John Hancock Life Insurance Company (U.S.A.)
About the role
The Enrollment Specialist is part of an inbound/outbound phone-based team that educates and assists participants in deciding whether to join their employer’s John Hancock 401(k) plan. Specialists are knowledgeable about John Hancock products, asset classes, and investment options. Using discretion and judgment, they assess participants’ retirement goals, explain plan details, and recommend solutions aligned with their best interests.
This role provides the opportunity to obtain Series 6 and 63 registrations, as well as state insurance and variable licenses.
Responsibilities
- Establish and maintain relationships with participants throughout the enrollment process
- Develop customized retirement savings plans based on an individual’s needs
- Become proficient in John Hancock’s product offerings as well as all retirement products (SIMPLEs, 401(k), Individual IRAs, Cash Balance plans, DB plans, non-qualified, etc.) and current laws
- Assist participants, advisors, and relationship managers with all options available to enroll participants into their plan
- Deliver outstanding service in a professional manner while always putting the participant first
- Effectively explain investment strategies and discuss the plan investment line-up to help participants invest based on their individual preferences
- Participate in training and mentoring development programs to improve skills and provide opportunities for advancement within PFS and other firm-wide sales, marketing, and management-related functions
- Meet monthly production and activity targets
Requirements
- Bachelor's Degree with a preference for Business and/or Finance
- Passion for assisting participants on a one-on-one basis
- Versatility to use multiple tools and systems to efficiently research and ensure decisions are in the participant’s best interest and within the plan’s specifications
- Excellent understanding of retirement plans, the retirement plan marketplace, and retirement vehicles
- Thorough understanding of John Hancock’s story, products, services, and procedures
- Strong understanding of investments and portfolio analysis
- Comprehensive knowledge of the regulatory environment and its influence on business and plan documents
- Ability to exceed customer needs, wants, and expectations
- Ability to quickly recover from adversity
- Ability to effectively communicate, build rapport, and relate well to all kinds of people
- Ability to manage time and multiple tasks to achieve desired outcomes
Benefits
- Health, dental, mental health, vision, short- and long-term disability, life, and AD&D insurance coverage
- Adoption/surrogacy and wellness benefits
- Employee/family assistance plans
- Various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions)
- Financial education and counseling resources
- Generous paid time off program in the U.S., including up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year
- Full range of statutory leaves of absence
Pay
Salary range is expected to be between $39,500.00 USD - $65,800.00 USD. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography, and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training.
Schedule
Hybrid
Location
Atlanta, Georgia