Enrollment Specialist
Manulife — 2 Locations
Posted 2026-08-07
The Enrollment Specialist is a 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. They 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. Responsibilities: Establish and maintain relationships with participants throughout the enrollment process Develop customized retirement savings plan for the participant based on an individual’s needs Become proficient in JH’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 in order to help the participant accurately invest based on their individual prefer