This position is available in Manulife John Hancock's Mid/Large corporate segment and while a regional approach and coverage is preferred, the ideal candidate should be flexible to travel outside of their region as well. The position will focus on achieving retirement plan retention, growth in revenue and assets through informed and loyal advisors, sponsors, and participants. The preferred candidate will have strong investment industry and product knowledge and experience integrating these solutions into existing relationships.
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. In addition to defined contribution plans, experience with non-qualified deferred compensation and defined benefit plans is preferred.
The book of business will be focused on clients greater than $50M in AUM. Depending on experience, client size could be up to $1B in AUM.
Key Accountabilities: - Achieve all annual metrics - retention, revenue, customer engagement
- Learn Manulife John Hancock Retirement products, features and services and apply as appropriate with a strong focus on investment products
- Effectively manage internal and external customer relationships, leverage available resources
- Exhibit consultative selling and negotiation skills, optimize product features, plan design and employee retirement readiness
- Demonstrate executive presence and subject matter expertise to instill confidence and influence outcomes that align Customer and Manulife John Hancock objectives
- Follow all company and department level processes and procedures, including meeting materials preparation and presentation format, travel and expense, CRM documentation and data integrity
- Support new sales and market development initiatives
Job Requirements:- Bachelors Degree in related field preferred
- 7-10 years of Financial Services industry experience
- Demonstrate initiative, motivation and accountability
- Expert consultative selling and negotiation skills
- Ability to analyze complex relationships and complete goals
- Strong business insight and presence
- Ability to clearly communicate, build rapport and effectively partner with internal and external business partners.
- Demonstrate flexibility and resilience in a changing environment
- Develop strategy, goals and display the capability to adjust, regardless of obstacles or circumstances
License Requirements- Successful completion of SIE
- Hold FINRA Series 6 or 7, 63 or 66
- State Insurance license
When you join our team:- We'll empower you to learn and grow the career you want.
- We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
- As part of our global team, we'll support you in shaping the future you want to see
#LI-JH
The role being advertised is an existing vacancy.
Referenced Salary LocationUSA, Georgia - Full Time Remote
Working ArrangementRemote
Salary range is expected to be between$122,325.00 USD - $212,030.00 USD
Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact [redacted] for the salary range for your location.
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. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence.
