Relationship Manager, Retirement Plans

Manulife Financial; Tennessee; Hybrid; USD 122,000 - 212,000; Full time

Job summary

Manulife Financial’s retirement solutions team seeks an experienced professional to develop and strengthen relationships with financial advisors, TPAs, and plan sponsors across assigned regions. You will lead with trusted expertise in retirement plans, drive retention and revenue growth, and position advanced tools to support service quality and plan design decisions.

The role emphasizes collaboration, strategic planning, and proactive solutions for advisor-focused growth while operating in a

Qualifications

• Three to five years of similar experience.
• Life insurance and variable licenses as determined for territory.
• FINRA Series 6 and 63; or ability to obtain within 6 months of hire.
• Industry designations such as AIF, APA, APR, ChFC, CLU, CEBS, CFA, CFP, QKA, QPA, QPFC, RIA are a plus.
• Passion for contributing to a team with a positive attitude.
• Driven by practical results and offering new ideas to assist others.

Responsibilities

• Develop strategic, mutually beneficial relationships with advisors, TPAs, plan sponsors and the JH team.
• Establish self as a retirement plan leader within the region and as a source of creative solutions for advisors.
• Maintain plan retention and contribute to profitable growth.
• Identify and position MJH tools/resources to support intermediaries’ service commitments to plan sponsors and employees.
• Work with intermediaries to ensure quality service related to plan design, investment selection, and ERISA compliance.
• Identify plans up for RFP or facing competitive threats and implement retention strategies.
• Implement asset maximization and retention strategies to increase participation and deferral rates.
• Solicit opportunities during interactions with advisors and set expectations for ongoing service.
• Conduct plan reviews and business planning meetings.
• Address advisor or sponsor concerns and take corrective actions.
• Create and implement a territory business plan to optimize retention and revenue growth.
• Help advisors grow their book of business.

Skills

Relationship building

Advisors network development

Strategic planning

Communication

Team collaboration

Education

Industry designations such as AIF, APA, APR, ChFC, CLU, CEBS, CFA, CFP, QKA, QPA, QPFC, RIA

FINRA Series 6 and 63; or ability to obtain within 6 months of hire

Job description

Position Responsibilities:

• Develop strategic, mutually beneficial relationships with advisors, TPAs, plan sponsors and the JH team
• Establish self as a retirement plan leader within the region and as a source of creative solutions for advisors
• Maintain plan retention and contribute to profitable growth
• Identify and position the best MJH tools/resources to support key intermediaries ongoing service commitments to plan sponsors and eligible employees
• Work with intermediaries to ensure quality ongoing service related to plan design, investment selection, and ERISA compliance
• Identify plans that are up for RFP, facing competitive threats, or have had issues in service quality and implement a retention strategy
• Implement asset maximization and retention strategies that influence greater participation, increased deferral rates, and account consolidation
• Solicit opportunities during interactions with advisors
• Set expectations for ongoing service and serve as a point of contact
• Conduct plan reviews and business planning meetings
• Identify and address advisor or sponsor concerns and take corrective actions
• Create, maintain, and implement a territory business plan that optimizes retention and revenue growth
• Help advisors grow their book of business
• Schedule time in accordance with annual business plan with high-value advisors to support them in achieving their goals

How will you create impact?

This position works as a key member of a regional team to achieve retirement plan retention, growth in revenue and assets through informed and loyal advisors, sponsors, and participants. The book of business is concentrated on clients between $15M and $50M in AUM (Corporate market, DC, DB, NQ). This role is "work from home" but covering Oklahoma, Arkansas, W. Tennessee, Mississippi, and Louisiana.

Required Qualifications:

• Three to five years of similar experience
• Life insurance and variable licenses as determined for territory
• Industry designations such as AIF, APA, APR, ChFC, CLU, CEBS, CFA, CFP, QKA, QPA, QPFC, RIA are a plus
• FINRA Series 6 and 63; or ability to obtain within 6 months of hire
• Passion for contributing to a team with a positive attitude
• Driven by practical results, opportunities to offer new ideas and methods, play a supporting role, and opportunities to assist others with intention
• Superior business insight related to retirement plan products, the industry and the competitive landscape preferred

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

The role being advertised is an existing vacancy.

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, Tennessee - Full Time Remote

Working Arrangement

Remote

Salary range is expected to be between

$122,325.00 USD - $212,030.00 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.

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