Retention Sales Director
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Job Description
Retention Sales Director responsible for protecting and growing Manulife’s Mid-Large retirement plan business. Focus on retention strategies, risk management, and complex due diligence processes.
Responsibilities:
- Own and execute the retention strategy for Mid-Large Corporate and Taft-Hartley clients
- Proactively identify, quantify, and manage retention risk
- Develop and execute sponsor-level action plans in partnership with Relationship Management
- Lead all aspects of due diligence events, including RFI/RFP strategy, response execution, finalist presentations, and contract negotiations
- Design and implement loyalty and engagement programs
Requirements:
- Bachelor’s degree
- 10+ years of experience in the retirement plan industry (Defined Contribution, Defined Benefit, and Non-Qualified plans)
- Demonstrated success in retention, sales, or relationship management within the Mid-Large retirement market
- Proven ability to lead complex, multi-stakeholder negotiations and renewal cycles
- Strong analytical and strategic decision-making capabilities, including pricing and competitive positioning
- Active and maintained licenses (Life Insurance and Series 6 or equivalent)
- Ability to travel up to 40%
Benefits:
- Health insurance
- Dental insurance
- Mental health benefits
- Vision insurance
- Short- and long-term disability coverage
- Life and AD&D insurance coverage
- Adoption/surrogacy and wellness benefits
- Employee/family assistance plans
- Retirement savings plans (including pension/401(k) savings)
- Global share ownership plan with employer matching contributions
- Generous paid time off program (up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time)
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