Relationship Manager, Retirement Plans

This is a fully remote position, open to applicants in Louisiana, +3 more states.

📋 Description

• Cultivate strategic, mutually advantageous relationships with advisors, TPAs, plan sponsors, and the John Hancock team.

• Establish yourself as a leader in retirement planning within the region and a source of innovative solutions for advisors.

• Ensure plan retention while contributing to profitable growth.

• Identify and utilize the optimal Manulife John Hancock tools and resources to aid intermediaries in their ongoing service commitments.

• Collaborate with intermediaries to guarantee high-quality ongoing service related to plan design, investment selection, and ERISA compliance.

• Recognize plans that are up for RFP, facing competitive challenges, or experiencing service-quality issues, and execute retention strategies.

• Implement asset maximization and retention tactics to enhance participation, deferral rates, and account consolidation.

• Seek opportunities during interactions with advisors.

• Set clear expectations for ongoing service and act as a primary point of contact.

• Conduct plan reviews and business planning sessions.

• Identify and resolve advisor or sponsor concerns and take necessary corrective actions.

• Develop, maintain, and execute a territory business plan focused on optimizing retention and revenue growth.

• Assist advisors in expanding their business portfolios.

• Schedule meetings with high-value advisors to support them in achieving their objectives.

• Serve as a vital member of a regional team to enhance retirement plan retention, revenue growth, and asset growth through informed and loyal advisors, sponsors, and participants.

• Manage a portfolio of clients with $15M–$50M in AUM across Corporate, DC, DB, and NQ markets.

⛳️ Requirements

• Three to five years of relevant experience.

• Life insurance and variable licenses as required for the territory.

• FINRA Series 6 and 63, or the ability to obtain them within 6 months of hire.

• Industry designations such as AIF, APA, APR, ChFC, CLU, CEBS, CFA, CFP, QKA, QPA, QPFC, or RIA are advantageous.

• Preferred superior business insight regarding retirement plan products, the industry, and the competitive landscape.

• A passion for contributing to a team with a positive attitude.

• Motivated by tangible results, opportunities to present new ideas and methods, a supportive role, and chances to assist others intentionally.

🏝️ Benefits

• Health insurance.

• Dental insurance.

• Mental health benefits.

• Vision insurance.

• Short- and long-term disability insurance.

• Life and AD&D insurance coverage.

• Adoption/surrogacy benefits.

• Wellness benefits.

• Employee/family assistance plans.

• Retirement savings plans, including pension/401(k) savings plans.

• Global share ownership plan with employer matching contributions.

• Financial education and counseling resources.

• Up to 11 paid holidays annually.

• 3 personal days annually.

• 150 hours of vacation annually.

• 40 hours of sick time annually, or more as required by law.

• Statutory leaves of absence.

• Flexible work environment.

• Learning and career growth support.

• Incentive programs and incentive compensation linked to business and individual performance.