Regional Vice President, Retirement Sales
Manulife Financial, New York, NY, United States
The Regional Vice President, Retirement Sales is an external wholesaling role focused on driving core market retirement plan sales. The role supports plans starting at inception and growing to $30 million in assets. This role partners closely with financial advisors and third‑party administrators to distribute John Hancock’s Signature and Enterprise retirement products. The opportunity offers exposure to complex retirement solutions, strong internal collaboration, and the ability to make a meaningful impact by helping clients improve retirement readiness.
Position Responsibilities:
Drive retirement plan sales growth, focusing on core market plans from start‑up through $30M in assets
Act as a consultative sales partner to financial advisors, consultants, and TPAs by providing ERISA‑focused and technical retirement expertise
Demonstrate deep proficiency in John Hancock RPS products, service models, Core/Signature offerings, and ancillary benefits, as well as competitor products
Collaborate closely with key internal stakeholders including Core and Mid/Large Market RVPs, sales desks, SRMs, DVPs, National Accounts, SMEs, and cross‑functional teams
Participate in the full sales preparation process, including prospecting, plan analysis, RFP support, plan design recommendations, and interpretation of plan documents and SPDs
Required Qualifications:
10 years of industry experience in retirement plans or financial services
Bachelor’s degree or equivalent experience
Active and maintained required licenses: Series 6, 63 and Life and Annuity Life Insurance
Ability to travel up to 80%
Preferred Qualifications:
Strong understanding of qualified retirement plan design and current legal and regulatory developments
Exceptional communication, presentation, organizational, and negotiation skills
Demonstrated ability to succeed in a team‑selling environment and manage multiple priorities with deadlines
Advanced analytical and problem‑solving skills with skill in evaluating plan operations and recommending improvements
Experience working cross‑functionally with Sales, Operations, Implementation, Benefits Consulting, Marketing, and Communications teams
Benefits: Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job‑related factors such as knowledge, skills, qualifications, experience, and education/training. Eligible employees enjoy 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. The paid time off program includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, with full statutory leaves of absence.
Equal Opportunity Employer Manulife/John Hancock embraces diversity and is committed to providing equal employment opportunities. The company actively recruits, develops, and retains a workforce that reflects the diversity of its customers and fosters an inclusive environment. All employment practices are administered without discrimination based on race, ancestry, place of origin, colour, ethnic origin, citizenship, religion, creed, sex (including pregnancy and pregnancy‑related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other protected ground.
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Position Responsibilities:
Drive retirement plan sales growth, focusing on core market plans from start‑up through $30M in assets
Act as a consultative sales partner to financial advisors, consultants, and TPAs by providing ERISA‑focused and technical retirement expertise
Demonstrate deep proficiency in John Hancock RPS products, service models, Core/Signature offerings, and ancillary benefits, as well as competitor products
Collaborate closely with key internal stakeholders including Core and Mid/Large Market RVPs, sales desks, SRMs, DVPs, National Accounts, SMEs, and cross‑functional teams
Participate in the full sales preparation process, including prospecting, plan analysis, RFP support, plan design recommendations, and interpretation of plan documents and SPDs
Required Qualifications:
10 years of industry experience in retirement plans or financial services
Bachelor’s degree or equivalent experience
Active and maintained required licenses: Series 6, 63 and Life and Annuity Life Insurance
Ability to travel up to 80%
Preferred Qualifications:
Strong understanding of qualified retirement plan design and current legal and regulatory developments
Exceptional communication, presentation, organizational, and negotiation skills
Demonstrated ability to succeed in a team‑selling environment and manage multiple priorities with deadlines
Advanced analytical and problem‑solving skills with skill in evaluating plan operations and recommending improvements
Experience working cross‑functionally with Sales, Operations, Implementation, Benefits Consulting, Marketing, and Communications teams
Benefits: Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job‑related factors such as knowledge, skills, qualifications, experience, and education/training. Eligible employees enjoy 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. The paid time off program includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, with full statutory leaves of absence.
Equal Opportunity Employer Manulife/John Hancock embraces diversity and is committed to providing equal employment opportunities. The company actively recruits, develops, and retains a workforce that reflects the diversity of its customers and fosters an inclusive environment. All employment practices are administered without discrimination based on race, ancestry, place of origin, colour, ethnic origin, citizenship, religion, creed, sex (including pregnancy and pregnancy‑related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other protected ground.
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