Remote Retirement Plan Relationship Leader

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

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