Regional Vice President, Mid-Large Segment – Pacific

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Manulife

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

• Own and lead the Mid-Large Market retirement franchise across the Pacific, including Washington, Oregon, Nevada and California, with a primary focus on corporate plans of $50M+ in assets. • Develop and execute a comprehensive territory strategy aligned to new sales growth, advisor prioritization, and long-term franchise value. • Deliver a best-in-class consultative sales experience by deeply understanding advisor business models, growth objectives, competitive preferences, and client needs. • Build, execute, and maintain an Elite Advisor Segmentation strategy focused on the Top retirement plan advisors in the territory. • Lead full sales preparation and execution for RFPs and finalist presentations, including opportunity prioritization, competitive and plan-level analysis, and executive-level finalist storytelling. • Partner closely with internal and external centers of influence, including retirement plan advisors, TPAs, DCIOs, internal leadership, Relationship Managers, Sales Desk, Operations, Implementation, Marketing, and Communications.

🎯 Requirements

• Bachelor’s degree • 10+ years of experience in retirement plans or financial services • 10+ years of proven success in one or more of the following: External retirement plan sales, Relationship management, ERISA consulting, Communications, operations, or implementation • Active and maintained licenses (Life Insurance and Series 6 or equivalent) • Ability to travel up to 80%

🏖️ Benefits

• Health insurance • Dental insurance • Mental health benefits • Vision insurance • Short- and long-term disability • Life insurance • AD&D insurance coverage • Adoption/surrogacy benefits • Wellness benefits • Employee/family assistance plans • Various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) • Financial education and counseling resources • Generous paid time off program (includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time)

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