Regional Vice President, Mid-Large Segment (Midwest)

About the role

The Regional Vice President (RVP), Retirement Sales (Mid-Large Market) is a senior, outward-facing sales leader responsible for owning and growing a Mid-Large Market retirement franchise across the Midwest.

Responsibilities

• Own and lead the Mid-Large Market retirement franchise across the Midwest, including Idaho, Montana, Wyoming, North Dakota, South Dakota, Minnesota, Iowa, Wisconsin, Illinois, Indiana, and Michigan, with a primary focus on corporate plans $50M+ in assets.

• Develop and execute a comprehensive territory strategy aligned to new sales growth, advisor prioritization, and long-term franchise value.

• Deliver a best-in-class consultative sales experience by deeply understanding advisor business models, growth objectives, competitive preferences, and client needs.

• Translate advisor insight and competitive intelligence into tailored retirement solutions that differentiate Manulife John Hancock’s products, people, and platform.

• Build, execute, and maintain an Elite Advisor Segmentation strategy focused on the Top retirement plan advisors in the territory.

• Drive consistent recency, relevance, and relationship depth through intentional in-person meetings, virtual meetings, and live calls.

• Establish executive presence and credibility with advisors, plan sponsors, trustees, and investment committees.

• Maintain deep, current expertise in:

  • ERISA and fiduciary considerations
  • DC, DB, and non-qualified plan design
  • Investments and pricing structures

  Act as a student of the business, staying current on industry trends, regulatory developments, and competitor positioning to proactively create opportunity.

• Lead full sales preparation and execution for RFPs and finalist presentations, including:

  • Opportunity prioritization
  • Competitive and plan-level analysis
  • Win strategy development
  • Executive-level finalist storytelling
  • Deliver consistent, high-impact finalist presentations that clearly articulate Manulife John Hancock’s differentiated value—globally, strategically, and deal-specifically.
  • Negotiate effectively, holding margin and using pricing levers appropriately to arrive at a mutually beneficial decision.

  Partner closely with internal and external centers of influence, including retirement plan advisors, TPAs, DCIOs, internal leadership, Relationship Managers, Sales Desk, Operations, Implementation, Marketing, and Communications.

• Execute with strong organization, preparation, and follow-through, leveraging Salesforce and other tools to manage pipeline, track advisor intelligence, and drive outcomes.

Requirements

• Bachelor’s degree

• 10+ years of experience in retirement plans or financial services

• 10+ years of proven success in one or more of the following:

  • External retirement plan sales
  • Relationship management
  • ERISA consulting
  • Communications, operations, or implementation

  Active and maintained licenses (Life Insurance and Series 6 or equivalent)

• Ability to travel up to 80%

Preferred Qualifications

• Deep knowledge of ERISA regulations and qualified (DC/DB) and non-qualified plan design

• Strong financial acumen applied to pricing strategy and value-based selling

• Demonstrated success selling in complex, multi-decision-maker environments

• Executive-level presentation, storytelling, and finalist leadership capabilities

• Advanced analytical and problem-solving skills, including interpretation of plan documents, SPDs, and disclosures

• Prominent ability to influence across advisors, consultants, plan sponsors, committees, and internal partners

• Disciplined territory management and repeat advisor business

• Commitment to building a culture of trust, accountability, and elite performance

What Success Looks Like

• Consistent RFP and finalist presentation activity with top-tier advisors

• New plan wins and repeat business from elite advisors year over year

• Strong advisor loyalty and advocacy

• Reputation as a best-in-class finalist presenter and consultative partner

• Long-term franchise growth and market credibility in the Midwest

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.

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.

Salary and Benefits

The salary range is expected to be between $100,000.00 USD - $175,000.00 USD. 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. 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.

The company uses 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.