National Account Director

Manulife•Usa, MA
•Remote

About The Position

The National Account Director supports John Hancock’s sales growth by expanding and deepening distribution relationships. Working with National Account Vice Presidents, the role identifies customer needs, promising opportunities, and distributor relationships aligned with company priorities. The director also works with key national-account contacts to increase awareness of John Hancock solutions and coordinates with Life Insurance business-unit teams to facilitate and accelerate sales. The role combines account research and performance analysis, relationship management, sales and pipeline monitoring, and development of strategies for delivering John Hancock solutions to BGAs. It includes contributing to promotional activities and events, preparing market-share and business-intelligence analyses, delivering educational presentations and webinars, and onboarding new IMO and BGA members. Some business travel may be required.

Requirements

  • At least 5 years leading business marketing functions, with progressively increasing responsibility.
  • At least 5 years of experience in financial services or a similar business-to-business wholesale role.
  • Required licenses: FINRA SIE, Series 6, Series 63, and Life & Health.
  • Some business travel may be required.

Nice To Haves

  • Distributor relationship-management experience.
  • Strong analytical and critical-thinking skills.
  • Passion for identifying new producer prospects.
  • Ability to work autonomously and excel in a team-based environment.
  • Use experience and judgment to plan and accomplish sales goals.
  • Exceptional written, oral, and presentation communication abilities.
  • Ability to work efficiently and effectively, leverage time, and achieve maximum effectiveness.
  • Strong sales acumen and an analytical mindset, including the ability to identify business trends, opportunities, and risk or exposure.
  • Be a team player, thought leader, and contributor to company initiatives.
  • CLU, ChFC, CFP, CLTC, or LUTCF designation; these designations are not required.

Responsibilities

  • Assist the Channel Head and National Account VP team with research and analysis of internal and external factors affecting account performance, including firm penetration rates and carrier share of shelf.
  • Participate in strategic discussions to align company resources, including the wholesale team, with high-value growth opportunities.
  • Use relationship-management techniques to ensure John Hancock teams deliver on commitments, including teams in underwriting, new business, licensing, compensation, and policyholder service.
  • Support and facilitate promotional activities before and after client conferences and national activation events, coordinating company messaging, meeting spend, follow-up, and wholesale-team engagement.
  • Prepare and develop proficiency in market-share analysis for designated National Accounts.
  • Monitor and review NPS scores, recommend areas for improvement, and share feedback and trends with the National Account VP and Channel Head.
  • Monitor sales and pipeline trends against key performance indicators; alert management to milestones and trends and recommend actions to improve performance.
  • Develop strategies to deliver John Hancock solutions to BGAs and support the company’s growth strategy.
  • Present on illustrations, product applications, product features, and educational topics at national and BGA levels.
  • Develop and adopt procedures to automate communications across client-hierarchy roles, supporting mass marketing and personalized communications.
  • Respond to ad hoc business-intelligence requests, identify trends, and prepare summaries for stakeholders on account-oversight and growth initiatives.
  • Conduct national webinars and local meeting presentations, moderating or presenting on portfolio or service topics.
  • Play a key role in onboarding new IMO and BGA members to the John Hancock relationship.

Benefits

  • Customizable health, dental, mental health, and vision benefits.
  • Short- and long-term disability insurance.
  • Life and AD&D insurance coverage.
  • Adoption and surrogacy benefits.
  • Wellness benefits and employee/family assistance plans.
  • Retirement savings plans, including pension and 401(k) plans, and a global share ownership plan with employer matching contributions.
  • Financial education and counseling resources.
  • U.S. paid time off includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time each year, or more where required by law.
  • Statutory leaves of absence.
  • Opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.
  • Flexible environment supporting well-being and inclusion.
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