Remote Core Retirement Plan Wholesaler

Manulife Insurance Malaysia; Houston (TX); On-site; USD 100,000 - 175,000; Full time

Job summary

Manulife/John Hancock is seeking an experienced external wholesaler for the Houston area to drive retirement plan product sales with financial advisors and third party administrators. You will leverage Series 6/63 licenses and Life & Annuity expertise to position core and ancillary features and respond to RFPs.

The role requires up to 80% travel, a Bachelor’s degree, and 3+ years in ERISA or external retirement plan sales.

Qualifications

• Active Series 6, 63 and Life & Annuity licenses required.
• Bachelor’s degree and 3+ years in retirement plan sales or ERISA.
• Willingness to travel up to 80% of the time.
• Strong written and verbal communication, presentation and negotiation skills.

Responsibilities

• Sell retirement plan products through financial advisors and TPAs.
• Prepare RFPs and provide ERISA consultative sales support.
• Position value drivers and recordkeeping features to clients.
• Collaborate with internal teams to service commercial opportunities.
• Stay current on plan design developments and provider offerings.

Skills

Communication skills

Negotiation skills

Presentation skills

Organizational skills

Team selling

Travel up to 80%

Education

Bachelor's Degree

Job description

Manulife/John Hancock is seeking an experienced external wholesaler for the Houston area to drive retirement plan product sales with financial advisors and third party administrators. You will leverage Series 6/63 licenses and Life & Annuity expertise to position core and ancillary features and respond to RFPs.

The role requires up to 80% travel, a Bachelor’s degree, and 3+ years in ERISA or external retirement plan sales.