Relationship Manager (Retirement Plans)

Relationship Manager (Retirement Plans)

The full job description covers all associated skills, previous experience, and any qualifications that applicants are expected to have.

Please note this is a field based role - candidate must reside within the territory

The Opportunity

The Relationship Manager is an advocate for the Customer, an industry expert and contributes in meaningful ways to the broader Strategic Relationship Management & Consulting team and John Hancock organization.

Responsibilities :

• Develop strategic, mutually beneficial relationships with advisors, TPAs, plan sponsors and the JH team
• Maintain the highest standard of excellence in advisor service by attending to inquiries / requests
• Train advisors and their support staff in the use of JH tools and resources
• Establish self as a retirement plan leader within the region and as a source of creative solutions for advisors
• Maintain plan retention and contribute to profitable growth
• Identify and position the best JH tools / resources to support key intermediaries ongoing service commitments to plan sponsors and eligible employees
• Work with intermediaries to ensure quality ongoing service related to plan design, investment selection, and ERISA compliance
• Identify plans that are up for RFP, facing competitive threats, or have had issues in service quality and implement a retention strategy
• Implement asset maximization and retention strategies that influence greater participation, increased deferral rates, and account consolidation
• Solicit opportunities during interactions with advisors
• Set expectations for ongoing service and serve as a point of contact
• Conduct plan reviews and business planning meetings
• Identify and address advisor or sponsor concerns and take corrective actions
• Create, maintain, and implement a territory business plan that optimizes retention and revenue growth
• Help advisors grow their book of business
• Schedule time in accordance with annual business plan with high-value advisors to support them in achieving their goals

What we are looking for :

• Three to five years of similar experience
• Life insurance and variable licenses as determined for territory
• Industry designations such as AIF, APA, APR, ChFC, CLU, CEBS, CFA, CFP, QKA, QPA, QPFC, RIA are a plus
• FINRA Series 6 and 63; or ability to obtain within 6 months of hire
• Passion for contributing to a team with a positive attitude
• Driven by practical results, opportunities to offer new ideas and methods, play a supporting role, and opportunities to assist others with intention
• Superior business insight related to retirement plan products, the industry and the competitive landscape preferred

Working Arrangement

Remote

Salary & Benefits

Salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education / training.

Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

Manulife / John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption / surrogacy and wellness benefits, and employee / family assistance plans.

To learn more about us, visit https : / / www.manulife.com / en / about / our-story.html .

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