Regional Vice President, Mid-Large Segment (Midwest)

Manulife Financial; Illinois; Hybrid; USD 100,000 - 175,000; Full time

Job summary

Manulife John Hancock is seeking a Regional Vice President (RVP) of Retirement Sales for the Mid-Large Market to own and grow a Midwest retirement franchise across corporate and advisor channels. You will act as a strategic quarterback for advisor relationships, RFP execution, and market leadership, with a focus on $50M+ assets and comprehensive retirement solutions.

Responsibilities include territory leadership, elite advisor segmentation, executive storytelling, and collaboration with internal

Qualifications

• Bachelor’s degree required.
• 10+ years of experience in retirement plans or financial services.
• 10+ years of proven success in external retirement plan sales, relationship management, ERISA consulting, or related areas.
• Active life insurance and Series 6 (or equivalent) licenses.
• Ability to travel up to 80%.

Responsibilities

• Own and lead the Mid-Large Market retirement franchise across the Midwest, with emphasis on corporate plans $50M+ in assets.
• Deliver a best-in-class consultative sales experience by understanding advisor business models, objectives, and client needs.
• Build, execute, and maintain an Elite Advisor Segmentation strategy focused on top retirement plan advisors in the territory.
• Maintain deep expertise in ERISA, DC/DB/non-qualified plan design, and investments/pricing structures; stay current on industry trends.
• Lead RFP, finalist presentations, and deal execution including opportunity prioritization, competitive analysis, and executive storytelling.
• Collaborate with internal and external centers of influence (advisors, TPAs, DCIOs, leadership, sales desk, operations, marketing).
• Execute with strong organization and leverage Salesforce and other tools to manage pipeline and advisor intelligence.

Skills

Executive leadership

Sales strategy

Advisor relationship management

Education

Bachelor’s degree

Job description

The Regional Vice President (RVP), Retirement Sales (Mid-Large Market) is a senior, outward-facing sales leader responsible for owning and growing a Mid-Large Market retirement franchise across the Midwest. This role serves as the strategic quarterback for advisor relationships, opportunity prioritization, and Manulife John Hancock’s reputation in the $50M+ retirement plan segment.

Covering a defined Midwest territory, the RVP partners with top-tier retirement plan advisors, consultants, and third-party administrators to deliver consultative, ERISA-focused solutions across defined contribution, defined benefit, and non-qualified plans. The RVP drives new business through disciplined territory management, elite advisor segmentation, consistent RFP and finalist execution, and executive-level storytelling.

This role offers meaningful impact, broad visibility, and the opportunity to build a market-leading retirement franchise while advancing Manulife John Hancock’s mission of helping people confidently save and invest for retirement.

Key Responsibilities:

Territory & Business Leadership

• Own and lead the Mid-Large Market retirement franchise across the Midwest, including Idaho, Montana, Wyoming, North Dakota, South Dakota, Minnesota, Iowa, Wisconsin, Illinois, Indiana, and Michigan, with a primary focus on corporate plans $50M+ in assets.

• Develop and execute a comprehensive territory strategy aligned to new sales growth, advisor prioritization, and long-term franchise value.

Consultative & Advisor-Centric Selling

• Deliver a best-in-class consultative sales experience by deeply understanding advisor business models, growth objectives, competitive preferences, and client needs.

• Translate advisor insight and competitive intelligence into tailored retirement solutions that differentiate Manulife John Hancock’s products, people, and platform.

Elite Advisor Segmentation & Relationship Management

• Build, execute, and maintain an Elite Advisor Segmentation strategy focused on the Top retirement plan advisors in the territory

• Drive consistent recency, relevance, and relationship depth through intentional in-person meetings, virtual meetings, and live calls.

• Establish executive presence and credibility with advisors, plan sponsors, trustees, and investment committees.

Industry, Product, & Competitive Expertise

• Maintain deep, current expertise in:

  • ERISA and fiduciary considerations

  • DC, DB, and non-qualified plan design

  • Investments and pricing structures

• Act as a student of the business, staying current on industry trends, regulatory developments, and competitor positioning to proactively create opportunity.

RFP, Finalist, & Deal Execution Excellence

• Lead full sales preparation and execution for RFPs and finalist presentations, including:

  • Opportunity prioritization

  • Competitive and plan-level analysis

  • Win strategy development

  • Executive-level finalist storytelling

• Deliver consistent, high-impact finalist presentations that clearly articulate Manulife John Hancock’s differentiated value—globally, strategically, and deal-specifically.

• Negotiate effectively, holding margin and using pricing levers appropriately to arrive at a mutually beneficial decision.

Collaboration & Centers of Influence

• Partner closely with internal and external centers of influence, including retirement plan advisors, TPAs, DCIOs, internal leadership, Relationship Managers, Sales Desk, Operations, Implementation, Marketing, and Communications

Operational Discipline & Technology

• Execute with strong organization, preparation, and follow-through, leveraging Salesforce and other tools to manage pipeline, track advisor intelligence, and drive outcomes.

Required Qualifications

• Bachelor’s degree

• 10+ years of experience in retirement plans or financial services

• 10+ years of proven success in one or more of the following:

  • External retirement plan sales

  • Relationship management

  • ERISA consulting

  • Communications, operations, or implementation

• Active and maintained licenses (Life Insurance and Series 6 or equivalent)

• Ability to travel up to 80%

Preferred Qualifications

• Deep knowledge of ERISA regulations and qualified (DC/DB) and non-qualified plan design

• Strong financial acumen applied to pricing strategy and value-based selling

• Demonstrated success selling in complex, multi-decision-maker environments

• Executive-level presentation, storytelling, and finalist leadership capabilities

• Advanced analytical and problem-solving skills, including interpretation of plan documents, SPDs, and disclosures

• Proven ability to influence across advisors, consultants, plan sponsors, committees, and internal partners

• Track record of disciplined territory management and repeat advisor business

• Commitment to building a culture of trust, accountability, and elite performance

What Success Looks Like

• Consistent RFP and finalist presentation activity with top-tier advisors

• New plan wins and repeat business from elite advisors year over year

• Strong advisor loyalty and advocacy

• Reputation as a best-in-class finalist presenter and consultative partner

• Long-term franchise growth and market credibility in the Midwest

When You Join Our Team

• We’ll empower you to learn and grow the career you want.

• We’ll support flexibility, well-being, and inclusion—backed by action.

• As part of our global team, you’ll help shape the future of retirement.

The role being advertised is an existing vacancy.

關於宏利和恒康

宏利金融公司是一家業界領先的國際金融服務商，致力於幫助人們實現「輕鬆投資理財，樂享豐盛人生」。若要進一步了解我們，請瀏覽 https://www.manulifeim.com/institutional/tw/en。

宏利是平等機會僱主

在宏利／恒康，我們擁抱多元。我們致力於吸引、培養及挽留和所服務客戶同樣多元的員工，並從而營造包容的工作環境，接納文化和個體差異。我們矢志維持公平的招聘、挽留、晉升及薪酬制度，我們管理的所有實踐及項目不會因種族、血統、原籍地、膚色、族裔、國籍、宗教或宗教信仰、信仰、性別（包括懷孕及其相關情況）、性取向、遺傳特徵、退伍軍人身份、性別認同、性別表達、年齡、婚姻狀況、家庭狀況、殘疾或受適用法律保護的任何其他因素而區別對待。

我們的首要任務是消除障礙，為員工提供平等就業機會。人力資源部代表將盡力為應徵過程中提出要求的申請人提供合理協助。申請人要求提供協助所分享的信息將會按照適用法律及宏利／恒康政策儲存及使用。應徵過程中如需協助，請聯絡 [e-mail]。

Referenced Salary Location

美國,- 伊利諾州 全職遠端工作

Working Arrangement

遠端工作

Salary range is expected to be between

$100,000.00 USD - $175,000.00 USD

Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact [e-mail] for the salary range for your location.

Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence.

We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.

Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify

Company: John Hancock Life Insurance Company (U.S.A.)