Retention Sales Director

🔥 vor 20 Stunden

🗣️🇺🇸🇬🇧 Englisch erforderlich

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Manulife

10.000+ Mitarbeiter

🛡️ Versicherung

💸 Finanzen

Insurance • Finance

Manulife ist ein multinationales kanadisches Finanzdienstleistungsunternehmen, das sich auf Versicherungen und Vermögensverwaltung konzentriert. Es beschreibt sich selbst als Entscheidungserleichterer und Lebensverbesserer durch Lebens- und Gesundheitsschutz, Altersvorsorge- und Investitionslösungen sowie eine globale Präsenz, einschließlich Marken wie John Hancock in den USA. Das Unternehmen betont digitale Innovation, KI, Nachhaltigkeit und integratives Wachstum und bietet weltweit Karriere- und Kundendienste an.

Beschreibung

• Own and execute retention strategy for Mid-Large Corporate and Taft-Hartley clients • Identify, quantify, and manage retention risk through a forward-looking pipeline of at-risk and due diligence relationships • Develop sponsor-level action plans with Relationship Management to protect assets, strengthen relationships, and uncover growth opportunities • Lead RFI/RFP strategy, response execution, finalist presentations, and contract negotiations • Design and implement loyalty and engagement programs to enhance client experience and reduce systemic retention risk • Partner with Relationship Management and internal stakeholders on complex retention efforts • Drive asset retention, revenue durability, and long-term franchise value • Strengthen client loyalty through value-driven engagement • Establish credibility as an executive-level advisor across clients, consultants, and internal partners

🎯 Anforderungen

• Bachelor’s degree • 10+ years of experience in the retirement plan industry • Experience with 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 • Experience with pricing and competitive positioning • Active and maintained Life Insurance license • Active and maintained Series 6 license or equivalent • Ability to travel up to 40% • Preferred: Deep knowledge of ERISA regulations and plan design across DC, DB, and non-qualified plans • Preferred: Strong financial acumen applied to pricing strategy and value-based decision making • Preferred: Executive-level presentation, storytelling, and consultative selling capabilities • Preferred: Ability to influence advisors, consultants, plan sponsors, and internal stakeholders • Preferred: Experience driving cross-functional collaboration in complex, fast-paced environments

🏖️ Vorteile

• Incentive programs and incentive compensation tied to business and individual performance • 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 • 3 personal days • 150 hours of vacation • 40 hours of sick time, or more where required by law • Statutory leaves of absence • Flexible work environment • Learning and career growth opportunities • Inclusion and well-being support

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