Relationship Manager, Retirement Plans

🕒 September 14

⚜️ Louisiana, Oklahoma, +2 more states – Remote

⚜️ Louisiana – Remote 🌪️ Oklahoma – Remote 🎸 Mississippi – Remote 🎸 Tennessee – Remote

💵 $122.3k - $212k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Manulife

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1887

🏥 Healthcare

💸 Finance

🛡️ Insurance

💰 $1.2G Post-IPO Debt on 2023-03

Healthcare • Finance • 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 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