Relationship Manager, Retirement Plans
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Job Description
Relationship Manager retaining and growing retirement-plan business for Manulife John Hancock. Building advisor relationships, improving plan participation, and driving regional revenue and asset growth remotely.
Responsibilities:
- Develop strategic, mutually beneficial relationships with advisors, TPAs, plan sponsors, and the John Hancock team
- Establish yourself as a retirement plan leader within the region and a source of creative solutions for advisors
- Maintain plan retention and contribute to profitable growth
- Identify and position the best Manulife John Hancock tools and resources to support intermediaries’ ongoing service commitments
- Work with intermediaries to ensure quality ongoing service related to plan design, investment selection, and ERISA compliance
- Identify plans up for RFP, facing competitive threats, or experiencing service-quality issues, and implement retention strategies
- Implement asset maximization and retention strategies to increase participation, 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 optimizing retention and revenue growth
- Help advisors grow their book of business
- Schedule time with high-value advisors to support achievement of their goals
- Work as a key member of a regional team to achieve retirement plan retention, revenue growth, and asset growth through informed and loyal advisors, sponsors, and participants
- Cover a book of business concentrated on clients with $15M–$50M in AUM across Corporate, DC, DB, and NQ markets
Requirements:
- Three to five years of similar experience
- Life insurance and variable licenses as determined for the territory
- FINRA Series 6 and 63, or ability to obtain within 6 months of hire
- Industry designations such as AIF, APA, APR, ChFC, CLU, CEBS, CFA, CFP, QKA, QPA, QPFC, or RIA are a plus
- Superior business insight related to retirement plan products, the industry, and the competitive landscape preferred
- Passion for contributing to a team with a positive attitude
- Driven by practical results, opportunities to offer new ideas and methods, a supporting role, and opportunities to assist others with intention
Benefits:
- Health insurance
- Dental insurance
- Mental health benefits
- Vision insurance
- Short- and long-term disability insurance
- Life and AD&D insurance coverage
- Adoption/surrogacy benefits
- Wellness benefits
- Employee/family assistance plans
- Retirement savings plans, including pension/401(k) savings plans
- Global share ownership plan with employer matching contributions
- Financial education and counseling resources
- Up to 11 paid holidays annually
- 3 personal days annually
- 150 hours of vacation annually
- 40 hours of sick time annually, or more where required by law
- Statutory leaves of absence
- Flexible work environment
- Learning and career growth support
- Incentive programs and incentive compensation tied to business and individual performance
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