Retention Sales Director

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Manulife

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

• 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

🎯 Requirements

• 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

🏖️ 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 • Learning and career growth opportunities • Inclusion and well-being support

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