Relationship Manager (Retirement Plans)
****** 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.
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