Remote Retirement Plan Relationship Manager

Manulife Financial; Lobelville (TN); Hybrid; USD 122,000 - 212,000; Full time

Job summary

Manulife Financial is seeking a remote retirement plan specialist to build advisor relationships, lead regional growth, and optimize client retention across multiple states. The role targets mid‑sized DC/DB/NQ plans and requires licensure, designations, and FINRA registrations.

Join a national team with flexibility and inclusive benefits; remote work is available and salary ranges are defined by market conditions and geographic scope.

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.

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

Skills

Life insurance lic.

Variable licenses

FINRA Series 6 & 63

Team player

Client relationship

Strategic advisor

Industry knowledge

Education

Industry designations (AIF, APA, APR, ChFC, CLU, CEBS, CFA, CFP, QKA, QPA, QPFC, RIA)

Job description

Manulife Financial is seeking a remote retirement plan specialist to build advisor relationships, lead regional growth, and optimize client retention across multiple states. The role targets mid‑sized DC/DB/NQ plans and requires licensure, designations, and FINRA registrations.

Join a national team with flexibility and inclusive benefits; remote work is available and salary ranges are defined by market conditions and geographic scope.