Relationship Manager (Retirement Plans)

Company: Manulife Insurance Malaysia
Location: San Francisco
Posted on: November 6, 2024

Job Description:

Relationship Manager (Retirement Plans)
****** Please note this is a field based role - candidate must reside within the territory ******
The Opportunity
The Relationship Manager is an advocate for the Customer, an industry expert and contributes in meaningful ways to the broader Strategic Relationship Management & Consulting team and John Hancock organization.
Responsibilities:

• 
  
• Develop strategic, mutually beneficial relationships with advisors, TPAs, plan sponsors and the JH team
  
• Maintain the highest standard of excellence in advisor service by attending to inquiries/requests
  
• Train advisors and their support staff in the use of JH tools and resources
  
• 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 JH 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
  
  What we are looking for:
  
  • 
    
  • 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
    
    Working Arrangement
    Remote
    Salary & Benefits
    Salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.
    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.
    To learn more about us, visit https://www.manulife.com/en/about/our-story.html.
    
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Keywords: Manulife Insurance Malaysia, Mountain View , Relationship Manager (Retirement Plans), Executive , San Francisco, California