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.

• Position 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.

• Recognize and promote Manulife John Hancock tools and resources to aid intermediaries in their ongoing service commitments.

• Collaborate with intermediaries on plan design, investment selection, and ERISA compliance services.

• Identify plans that face RFPs, competitive challenges, or service quality issues, and implement strategies for retention.

• Execute asset maximization and retention strategies to enhance participation, deferral rates, and account consolidation.

• Seek opportunities during interactions with advisors.

• Establish expectations for ongoing service and act as a primary contact.

• Conduct plan reviews and business planning meetings.

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

• Develop, maintain, and implement a territory business plan that optimizes retention and revenue growth.

• Assist advisors in expanding their business portfolios.

• Schedule meetings with high-value advisors to support their goal achievements.

• Collaborate as an essential member of a regional team focused on driving retirement plan retention, revenue growth, and asset accumulation through advisors, sponsors, and participants.

• Manage a portfolio concentrated on 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 six months of hire.

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

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

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

• Motivated by tangible results and opportunities to introduce new ideas and methods, while playing a supporting role and assisting others.

• Ability to work from home while covering Oklahoma, Arkansas, western Tennessee, Mississippi, and Louisiana.

🏝️ Benefits

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

• 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 programs.

• 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.

• 3 personal days.

• 150 hours of vacation.

• 40 hours of sick leave, or more as mandated by law.

• Statutory leaves of absence.

• Flexible work environment.

• Opportunities for career learning and growth.

• Reasonable accommodations during the application process.