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Rollover Education SpecialistJohn Hancock Financial - Boston, MARollover Education Specialist-0901881 Description Key member of in-bound/out-bound phone-based team focused on retaining JH 401(k) assets in IRAs Promote JH Rollover Product, the rollover process, the features and benefits to existing JH 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) Retain assets from in-bound calls using active guidance as a ay to determine participants choices Open IRAs in real-time and facilitate the distribution process Deliver outstanding customer service in a professional manner to assist client's decision-making process Share successful education, asset retention and process simplification ideas in a team environment... See job listing >21 days ago from Jobfox - Save - Block - Flag - More Tools...
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John Hancock Financial
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Headquarters:
200 Clarendon St
Boston, MA 02116
Phone: 617-572-6000
http://www.jhancock.com - Line of Business: Holding Company For Insurance Company
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Key Numbers:
Company Type Private Company Revenue $500M+ Company Size More than 5000 employees -
Job Location:
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