Relationship Manager – Core Market

This is a fully remote position, open to applicants in New York, +1 more state.

📋 Description

• Cultivate and sustain strong relationships with Customers.

• Demonstrate strategic relationship management and consultative selling techniques.

• Enhance Customer satisfaction and loyalty by aligning their objectives with the business targets of Manulife John Hancock.

• Act as a Customer advocate and serve as an industry authority.

• Contribute significantly to the wider Strategic Relationship Management team and the John Hancock organization.

• Meet all annual performance metrics, including retention, customer profitability, and engagement.

• Acquire knowledge about Manulife John Hancock Retirement products, features, and services and apply this knowledge as necessary.

• Manage both internal and external customer relationships effectively while utilizing available resources.

• Utilize consultative selling and negotiation skills to enhance product features, plan design, and employee retirement readiness.

• Exhibit executive presence and subject matter expertise to build confidence and strategically influence outcomes that align with both Customer and Manulife John Hancock objectives.

• Adhere to all company and departmental processes and protocols, including preparation of meeting materials, presentation formats, travel and expense management, CRM documentation, and data integrity.

• Assist in new sales and market development initiatives.

⛳️ Requirements

• A valid Driver’s License is required.

• Possession of FINRA Series 6 or 7, and 63 or 66, along with State Insurance licensing, or the capability to obtain the necessary licenses within 6 months.

• Experience in retirement planning, financial services, or institutional relationship management.

• Demonstrated success in managing strategic or complex customer accounts.

• Proven experience in influencing senior-level customers and internal stakeholders.

• Knowledge of retirement plan design and employee financial wellness strategies.

• Capacity to formulate strategies, establish goals, and adapt effectively in dynamic environments.

• Demonstrated initiative, motivation, accountability, and resilience in changing conditions.

• Strong consultative selling and negotiation abilities.

• Ability to analyze intricate customer relationships and implement strategies to achieve goals.

• Solid business acumen, executive presence, and communication skills.

• Proven track record of building rapport and collaborating effectively with both internal and external stakeholders.

🏝️ Benefits

• Health insurance.

• Dental insurance.

• Mental health benefits.

• Vision insurance.

• Short- and long-term disability coverage.

• Life and AD&D insurance coverage.

• Benefits for adoption/surrogacy and wellness initiatives.

• Employee and family assistance programs.

• 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 time.

• 40 hours of sick leave.

• Flexible working hours.