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    Relationship Manager - Houston, United States - Manulife

    Manulife
    Manulife Houston, United States

    2 weeks ago

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    Description


    We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world.

    From our environmental initiatives to our community investments, we lead with values throughout our business.

    To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive.

    Discover how you can grow your career, make impact and drive real change with our Winning Team today.

    Working Arrangement

    Remote

    Job Description

    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 inquires/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

    How will you create impact?


    This position works as a key member of a regional team to achieve retirement plan retention, growth in revenue and assets through informed and loyal advisors, sponsors, and participants.

    The book of business is concentrated on clients between $10M and $50M in AUM.

    What motivates you?

    You obsess about customers, listen, engage and act for their benefit.

    You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.

    You thrive in teams and enjoy getting things done together.

    You take ownership and build solutions, focusing on what matters.

    You do what is right, work with integrity and speak up.

    You share your humanity, helping us build a diverse and inclusive work environment for everyone


    What we are looking for:
    University degree (or equivalent work experience with retirement plans)

    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; 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

    What can we offer you?

    A competitive salary and benefits packages.

    A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.

    A focus on growing your career path with us.

    Flexible work policies and strong work-life balance.

    Professional development and leadership opportunities.

    Our commitment to you

    Values-first cultureWe lead with our Values every day and bring them to life together.

    Boundless opportunityWe create opportunities to learn and grow at every stage of your career.

    Continuous innovationWe invite you to help redefine the future of financial services.

    Delivering the promise of Diversity, Equity and InclusionWe foster an inclusive workplace where everyone thrives.

    Championing Corporate CitizenshipWe build a business that benefits all stakeholders and has a positive social and environmental impact.

    #LI-JH

    About Manulife and John Hancock


    Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better.

    With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States.

    We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions.

    At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers.

    At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion).

    We trade as 'MFC' on the Toronto, New York, and the Philippine stock exchanges, and under '945' in Hong Kong.

    Manulife is an Equal Opportunity Employer

    At Manulife /John Hancock, we embrace our diversity.

    We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals.

    We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, 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 ground protected by applicable law.

    It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process.

    All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies.

    To request a reasonable accommodation in the application process, contact.

    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.

    Please contact for additional information.


    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.


    Company:
    John Hancock Life Insurance Company (U.S.A.)
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