Relationship Manager – Retirement Plans

🔥 19 hours ago

⚜️ 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

👻 Ghost score 0%

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Manulife

WebsiteLinkedInAll Job Openings

10,000+ employees

🛡️ Insurance

💸 Finance

Insurance • Finance

Manulife is a multinational Canadian financial services company focused on insurance and wealth management. It describes itself as making decisions easier and lives better through life and health protection, retirement and investment solutions, and a global footprint including brands such as John Hancock in the U. S. ; the company emphasizes digital innovation, AI, sustainability and inclusive growth while offering career and customer services worldwide.

📋 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 Manulife John Hancock tools and resources to support intermediaries' ongoing service commitments • Work with intermediaries on plan design, investment selection, and ERISA compliance service • Identify plans facing RFPs, competitive threats, or service-quality issues and implement retention strategies • Implement asset maximization and retention strategies to increase participation, deferral rates, and account consolidation • Solicit opportunities during advisor interactions • 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 drive retirement-plan retention, revenue growth, and asset growth through advisors, sponsors, and participants • Manage 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 territory • FINRA Series 6 and 63, or ability to obtain within 6 months of hire • Superior business insight related to retirement plan products, the industry, and the competitive landscape preferred • Industry designations such as AIF, APA, APR, ChFC, CLU, CEBS, CFA, CFP, QKA, QPA, QPFC, and RIA are a plus • Passion for contributing to a team with a positive attitude • Driven by practical results and opportunities to offer new ideas and methods, play a supporting role, and assist others • Work from home while covering Oklahoma, Arkansas, western Tennessee, Mississippi, and Louisiana

🏖️ Benefits

• 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 • Career learning and growth opportunities • Reasonable accommodation during the application process