Are you looking for unlimited opportunities to develop and succeed? With work that challenges and makes a difference, within a flexible and supportive environment, we can help our customers achieve their dreams and aspirations.
Are you looking for unlimited opportunities to develop and succeed? With work that challenges and makes a difference and a flexible and supportive environment, we can help our customers achieve their dreams and aspirations.
This position works as a key member of a regional team to achieve plan retention, growth in revenue and assets through informed and loyal advisors, sponsors and participants.
Develop strategic, mutually beneficial relationships with advisors, TPAs, sponsors and the JHRPS team
Provide inforce plan support to advisors with area Regional Vice President and Sales Consultant.
Maintain the highest standard of excellence in advisor service by attending to inquires/requests
Train advisors and their support staff in the use of JHRPS 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 JHRPS 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 review, facing competitive threats, or have had issues in service quality and implement a retention strategy
Work with plan sponsors to identify and implement enhanced enrollment solutions (identify optional features and services)
Implement asset maximization and retention strategies that influence greater participation, increased deferral rates, and account consolidation
Onboard new plans in a timely manner
Solicit opportunities during interactions with advisors
Coordinate new plan openings and logistics
Set expectations for ongoing service and serve as a point of contact
Conduct plan reviews
Identify and address advisor or sponsor concerns and take corrective actions
Identify and advisor for plan enhancements and optional services
Proactively review and update client information
Create, maintain, and implement a territory plan that optimizes retention and growth
Work with the team to identify strategy and growth opportunities to achieve the annual business plan
Look for ways to help the advisor grow their book of business
Schedule time in accordance with annual business plan with high-value advisors to support them in achieving their goals
Industry designations such as AIF, APA, APR, ChFC, CLU, CEBS, CFA, CFP, QKA, QPA, QPFC, RIA
NASD Series 7 and 63; within 6 months of hire
Bilingual skills a plus
Passion for contributing to a sales team with a positive mindset
Driven by practical results, opportunities to offer new ideas and methods, play a supporting role, and opportunities to assist others with intention
Superior business acumen related to retirement plan products, the industry and the competitive landscape preferred
Knowledge & Skills
An excellent understanding of retirement plans, retirement plan marketplace, and key competition
Thorough understanding of John Hancock story, products, pricing, services and procedures
Strong understanding of investments and portfolio analysis
Strong understanding of regulatory environment and its impact on business and the intermediaries’ future
Ability to anticipate, meet and/or exceed customer needs, wants and expectations
Ability to effectively communicate, build rapport and relate well to all kinds of people
Ability to hold oneself accountable for personal actions
Ability to prioritize and complete tasks to deliver desired outcomes
Ability to effectively and tactfully handle difficult or sensitive issues
Ability to establish courses of action to ensure that work is completed effectively
Ability to define, analyze, and diagnose key components of a problem
If you are ready to unleash your potential it’s time to start your career with Manulife/John Hancock.
Manulife Financial Corporation is a leading international financial services group that helps people achieve their dreams and aspirations by putting customers' needs first and providing the right advice and solutions. We operate as John Hancock in the United States and Manulife elsewhere. We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions. At the end of 2016, we had approximately 35,000 employees, 70,000 agents, and thousands of distribution partners, serving more than 22 million customers. At the end of 2016, we had $977 billion (US$728 billion) in assets under management and administration, and in the previous 12 months we made almost $26 billion in payments to our customers.
Our principal operations are in Asia, Canada and the United States where we have served customers for more than 100 years. With our global headquarters in Toronto, Canada, we trade as 'MFC' on the Toronto, New York, and the Philippine stock exchanges and under '945' in Hong Kong.
Manulife is committed to supporting a culture of diversity and accessibility across the organization. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will consult with applicants contacted to participate at any stage of the recruitment process who request an accommodation. Information received regarding the accommodation needs of applicants will be addressed confidentially.