Relationship Manager, Retirement Plans

Manulife • Usa, TN

7d • Remote

About The Position

The Relationship Manager is an advocate for the Customer, an industry expert and contributes in meaningful ways to the broader Strategic Relationship Management team and Manulife John Hancock organization. This position works as a key member of a regional team to achieve retirement plan retention, growth in revenue and assets through informed and loyal advisors, sponsors, and participants. The book of business is concentrated on clients between $15M and $50M in AUM (Corporate market, DC, DB, NQ). This role is "work from home" but covering Oklahoma, Arkansas, W. Tennessee, Mississippi, and Louisiana.

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
• Passion for contributing to a team with a positive attitude
• Driven by practical results, opportunities to offer new ideas and methods, play a supporting role, and opportunities to assist others with intention

Nice To Haves

• Industry designations such as AIF, APA, APR, ChFC, CLU, CEBS, CFA, CFP, QKA, QPA, QPFC, RIA are a plus
• Superior business insight related to retirement plan products, the industry and the competitive landscape preferred

Responsibilities

• Develop strategic, mutually beneficial relationships with advisors, TPAs, plan sponsors and the JH team
• Establish self as a retirement plan leader within the region and as a source of creative solutions for advisors
• Maintain plan retention and contribute to profitable growth
• Identify and position the best MJH tools/resources to support key intermediaries ongoing service commitments to plan sponsors and eligible employees
• Work with intermediaries to ensure quality ongoing service related to plan design, investment selection, and ERISA compliance
• Identify plans that are up for RFP, facing competitive threats, or have had issues in service quality and implement a retention strategy
• Implement asset maximization and retention strategies that influence greater participation, increased 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 that optimizes retention and revenue growth
• Help advisors grow their book of business
• Schedule time in accordance with annual business plan with high-value advisors to support them in achieving their goals

Benefits

• health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage
• adoption/surrogacy and 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
• up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year
• full range of statutory leaves of absence

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed