Remote Retirement Plans Relationship Leader

Manulife/John Hancock; Arizona; Ibrido; USD 122.000 - 212.000; Tempo pieno

Descrizione del lavoro

Manulife/John Hancock is seeking a retirement plan professional in the United States (Arizona) to develop strategic relationships with advisors and sponsors, and to lead regional retirement plan initiatives. The role focuses on retention, growth, and delivering creative solutions through MJH tools and services.

You will drive ongoing service, plan design excellence, ERISA compliance, and asset maximization while expanding your advisory book and achieving revenue targets.

Competenze

• 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.

Mansioni

• Develop strategic, mutually beneficial relationships with advisors, TPAs, plan sponsors and the MJH 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.

Conoscenze

Relationship building

Advisors partnerships

Strategic planning

Sales orientation

Client service excellence

Descrizione del lavoro

Manulife/John Hancock is seeking a retirement plan professional in the United States (Arizona) to develop strategic relationships with advisors and sponsors, and to lead regional retirement plan initiatives. The role focuses on retention, growth, and delivering creative solutions through MJH tools and services.

You will drive ongoing service, plan design excellence, ERISA compliance, and asset maximization while expanding your advisory book and achieving revenue targets.