Relationship Manager, Retirement Plans at Manulife in Full Time Remote, TN

Job description

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. Position 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 How will you create impact? 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. Required Qualifications: Three to five years of similar experience Life insurance and variable licenses as determined for territory Industry designations such as AIF, APA, APR, ChFC, CLU, CEBS, CFA, CFP, QKA, QPA, QPFC, RIA are a plus 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 Superior business insight related to retirement plan products, the industry and the competitive landscape preferred When you join our team: We’ll empower you to learn and grow the career you want. We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words. As part of our global team, we’ll support you in shaping the future you want to see The role being advertised is an existing vacancy. About Manulife and John Hancock Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html . Manulife is an Equal Opportunity Employer At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disabil