Relationship Development Manager
2 weeks ago
The Relationship Manager is a key position within our organization, responsible for building and maintaining strong relationships with advisors, TPAs, plan sponsors, and the JH team. This role requires a high level of expertise in retirement plan products, industry knowledge, and the competitive landscape.
Key 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 oneself 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.
- 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.
Remote
Salary & BenefitsSalary 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.
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