Associate Director

This is a fully remote position, open to applicants in Massachusetts.

📋 Description

• Collaborate with the RVP to foster ownership and drive growth of the Mid-Large Market retirement franchise within a designated territory.

• Play a key role in developing territory strategies that focus on new sales growth, advisor prioritization, and enhancing long-term franchise value.

• Exhibit an ownership mentality regarding territory results by managing opportunities and prioritizing advisor engagement.

• Provide a consultative sales experience to advisors by comprehensively understanding their business models, service offerings, and client requirements.

• Effectively convey how Manulife John Hancock Retirement products fit within advisor and consultant frameworks.

• Utilize a discovery-driven approach to identify and uncover potential opportunities.

• Establish credibility and build robust working relationships with retirement plan advisors and consultants.

• Maintain an in-depth understanding of ERISA, DC/DB/NQ plan design, and pricing structures.

• Oversee the qualification and analysis of opportunities to ensure alignment with organizational capabilities and strengths.

⛳️ Requirements

• Bachelor’s degree.

• Over 4 years of experience in retirement plans or financial services.

• More than 4 years of demonstrated success in internal or external retirement plan sales.

• Expertise in relationship management.

• Experience in ERISA consulting.

• Background in communications, operations, or implementation.

• Active maintenance of Life Insurance and Series 6 licenses.

🏝️ Benefits

• Health insurance.

• Dental insurance.

• Mental health benefits.

• Vision insurance.

• Short- and long-term disability insurance.

• 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.

• 40 hours of sick time.