Relationship Manager – Core Market

🕒 May 28

🗽 New York, Massachusetts – Remote

🗽 New York – Remote 🍂 Massachusetts – Remote

💵 $82k - $142k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

🦅 H1B Visa Sponsor

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Manulife

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1887

💸 Finance

⚕️ Healthcare Insurance

💰 $1.2G Post-IPO Debt on 2023-03

Finance • Insurance • Healthcare Insurance

Manulife is a leading international financial services group based in Canada, offering a range of insurance and wealth management products to customers across North America, Asia, and Europe. The company is dedicated to helping people with their financial and healthcare needs through innovative solutions in insurance, investment, and retirement planning. Manulife is notable for its commitment to sustainability, diversity, equity, and inclusion. It has been recognized as one of Canada’s Top 100 Employers, demonstrating its dedication to creating a supportive and diverse workplace. With operations spanning numerous countries, Manulife is committed to delivering strong financial performance and customer satisfaction.

📋 Description

• Develop and maintain effective relationships with Customers • Exhibit strategic relationship management and consultative selling • Optimize Customer satisfaction and loyalty by aligning Customer objectives with Manulife John Hancock business targets • Serve as an advocate for the Customer and act as an industry expert • Contribute in meaningful ways to the broader Strategic Relationship Management team and the John Hancock organization • Achieve all annual metrics – retention, customer profitability, and engagement • Learn Manulife John Hancock Retirement products, features, and services and apply as appropriate • Effectively manage internal and external customer relationships and 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 strategically 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

🎯 Requirements

• Valid Driver’s License • FINRA Series 6 or 7, and 63 or 66, State Insurance licensing, or ability to obtain required licenses within 6 months • Experience in retirement, financial services, or institutional relationship management • Proven track record managing strategic or complex customer accounts • Experience influencing senior-level customer and internal stakeholders • Understanding of retirement plan design and employee financial wellness strategies • Ability to develop strategy, set goals, and pivot effectively in dynamic environments • Demonstrated initiative, motivation, accountability, and resilience in a changing environment • Strong consultative selling and negotiation skills • Ability to analyze complex customer relationships and execute against strategic goals • Strong business acumen, executive presence, and communication skills • Proven ability to build rapport and partner effectively with internal and external stakeholders.

🏖️ Benefits

• Health insurance • Dental insurance • Mental health benefits • Vision insurance • Short- and long-term disability • Life and AD&D insurance coverage • Adoption/surrogacy and 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 • 3 personal days • 150 hours of vacation • 40 hours of sick time • Flexible working hours