Relationship Manager

John Hancock; Massachusetts; Remote; USD 120,000 - 218,000; Full time

Job summary

A leading financial services company seeks a Relationship Manager to drive retirement plan retention and revenue growth. The ideal candidate will possess strong investment knowledge and excel in consultative selling and relationship management, focusing on clients with significant assets under management.

Benefits

Health Insurance

Dental Insurance

Mental Health Benefits

Vision Insurance

Life Insurance

401(k) Savings Plan

Paid Time Off

Qualifications

• 7-10 years of Financial Services industry experience.
• Ability to analyze complex relationships and complete goals.

Responsibilities

• Achieve annual metrics – retention, revenue, customer engagement.
• Effectively manage internal and external customer relationships.

Skills

Consultative Selling

Negotiation

Business Insight

Communication

Education

Bachelor's Degree

Job description

This position is available in Manulife John Hancock’s Mid/Large corporate segment and while a regional approach and coverage is preferred, the ideal candidate should be flexible to travel outside of their region as well. The position will focus on achieving retirement plan retention, growth in revenue and assets through informed and loyal advisors, sponsors, and participants. The preferred candidate will have strong investment industry and product knowledge and experience integrating these solutions into existing relationships.

The Relationship Manager is an advocate for the Customer, an industry expert and contributes in meaningful ways to the broader Strategic Relationship Management & Consulting team and John Hancock organization. In addition to defined contribution plans, experience with non-qualified deferred compensation and defined benefit plans is preferred.

The book of business will be focused on clients greater than $50M in AUM. Depending on experience, client size could be up to $1B in AUM.

Key Accountabilities

• Achieve all annual metrics – retention, revenue, customer engagement
• Learn Manulife John Hancock Retirement products, features and services and apply as appropriate with a strong focus on investment products
• Effectively manage internal and external customer relationships, leverage available resources
• Exhibit consultative selling and negotiation skills, optimize product features, plan design and employee retirement readiness
• Demonstrate executive presence and subject matter expertise to instill confidence and influence outcomes that align Customer and Manulife John Hancock objectives
• Follow all company and department level processes and procedures, including meeting materials preparation and presentation format, travel and expense, CRM documentation and data integrity
• Support new sales and market development initiatives
  
  

Job Requirements

• Bachelors Degree in related field preferred
• 7-10 years of Financial Services industry experience
• Demonstrate initiative, motivation and accountability
• Expert consultative selling and negotiation skills
• Ability to analyze complex relationships and complete goals
• Strong business insight and presence
• Ability to clearly communicate, build rapport and effectively partner with internal and external business partners.
• Demonstrate flexibility and resilience in a changing environment
• Develop strategy, goals and display the capability to adjust, regardless of obstacles or circumstances
  
  

License Requirements

• Successful completion of SIE
• Hold FINRA Series 6 or 7, 63 or 66
• State Insurance license
  
  

When You Join Our Team

• We’ll empower you to learn and grow the career you want.
• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
• As part of our global team, we’ll support you in shaping the future you want to see
  
  

About Manulife And John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [e-mail].

Referenced Salary Location

USA, Massachusetts - Full Time Remote

Working Arrangement

Remote

Salary range is expected to be between

$120,750.00 USD - $217,350.00 USD

If you are applying for this role outside of the primary location, please contact [e-mail] for the salary range for your location. 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. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

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.

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

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