Relationship Manager – Retirement Plans

🔥 51 minutes ago

🌵 Arizona, California, +1 more states – Remote

🌵 Arizona – Remote 🏄 California – Remote 🌶️ New Mexico – Remote

💵 $122.3k - $212k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.Why this score:

• Just posted.
• Jobs at this company usually fill in 21 days.

Apply Now

Find Similar Remote Jobs

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 Manulife 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 • 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 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 to optimize 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 and growth in revenue and assets

🎯 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 competitive landscape preferred • Industry designations such as AIF, APA, APR, ChFC, CLU, CEBS, CFA, CFP, QKA, QPA, QPFC, or RIA are a plus • 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 and 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 • Incentive compensation tied to business and individual performance

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume