This position is available in Manulife John Hancock’s Mid/Large corporate segment and while a regional approach and coverage is preferred, the ideal candidate should be flexible to travel outside of their region as well. The position will focus on achieving retirement plan retention, growth in revenue and assets through informed and loyal advisors, sponsors, and participants. The preferred candidate will have strong investment industry and product knowledge and experience integrating these solutions into existing relationships.
This 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. In addition to defined contribution plans, experience with non-qualified deferred compensation and defined benefit plans is preferred.
The book of business will be focused on clients greater than $50M in AUM. Depending on experience, client size could be up to $1B in AUM.
Key Accountabilities
Achieve all annual metrics – retention, revenue, customer engagement
Learn Manulife John Hancock Retirement products, features and services and apply as appropriate with a strong focus on investment products
Effectively manage internal and external customer relationships, leverage available resources
Exhibit consultative selling and negotiation skills, optimize product features, plan design and employee retirement readiness
Demonstrate executive presence and subject matter expertise to instill confidence and influence outcomes that align Customer and Manulife John Hancock objectives
Follow all company and department level processes and procedures, including meeting materials preparation and presentation format, travel and expense, CRM documentation and data integrity
Support new sales and market development initiatives
Job Requirements
Bachelors Degree in related field preferred
7-10 years of Financial Services industry experience
Demonstrate initiative, motivation and accountability
Expert consultative selling and negotiation skills
Ability to analyze complex relationships and complete goals
Strong business insight and presence
Ability to clearly communicate, build rapport and effectively partner with internal and external business partners.
Demonstrate flexibility and resilience in a changing environment
Develop strategy, goals and display the capability to adjust, regardless of obstacles or circumstances
License Requirements
Successful completion of SIE
Hold FINRA Series 6 or 7, 63 or 66
State Insurance license
When you join our team
We’ll empower you to learn and grow the career you want.
We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
As part of our global team, we’ll support you in shaping the future you want to see
Referenced Salary Location: 美國,- 喬治亞州 全職遠端工作
Working Arrangement
遠端工作
Salary range is expected to be between
$122,325.00 USD - $212,030.00 USD
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. If you are applying for this role outside of the primary location, please contact hr@manulife.com for the salary range for your location.
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. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. 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, and we offer the full range of statutory leaves of absence.
We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.
關於宏利和恒康
宏利金融公司是一家業界領先的國際金融服務商,致力於幫助人們實現「輕鬆投資理財,樂享豐盛人生」。若要進一步了解我們,請瀏覽 https://www.manulifeim.com/institutional/tw/en。
宏利是平等機會僱主
在宏利/恒康,我們擁抱多元。我們致力於吸引、培養及挽留和所服務客戶同樣多元的員工,並從而營造包容的工作環境,接納文化和個體差異。我們矢志維持公平的招聘、挽留、晉升及薪酬制度,我們管理的所有實踐及項目不會因種族、血統、原籍地、膚色、族裔、國籍、宗教或宗教信仰、信仰、性別(包括懷孕及其相關情況)、性取向、遺傳特徵、退伍軍人身份、性別認同、性別表達、年齡、婚姻狀況、家庭狀況、殘疾或受適用法律保護的任何其他因素而區別對待。
我們的首要任務是消除障礙,為員工提供平等就業機會。人力資源部代表將盡力為應徵過程中提出要求的申請人提供合理協助。申請人要求提供協助所分享的信息將會按照適用法律及宏利/恒康政策儲存及使用。應徵過程中如需協助,請聯絡 hr@manulife.com。
Company: John Hancock Life Insurance Company (U.S.A.)
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Relationship Manager
Manulife Financial · New York, NY, USA ·
- Pay:
- 150.000 - 200.000
- Job type:
- Full Time