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Jobs · Sales · Tennessee

Relationship Manager, Retirement Plans

Manulife · Knoxville, Tennessee, United States · 1 mo ago
Sales$15/hrFull-time

Responsibilities

  • Develop strategic, mutually beneficial relationships with advisors, TPAs, plan sponsors and the JH team.
  • Establish yourself 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 MJH 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 service‑quality issues 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 the annual business plan with high‑value advisors to support them in achieving their goals.

Required Qualifications

  • Three to five years of similar experience.
  • Life‑insurance and variable licenses as determined for the 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 six months of hire.
  • Passion for contributing to a team with a positive attitude.
  • Driven by practical results, offering new ideas and methods, playing a supporting role, and assisting others with intention.
  • Superior business insight related to retirement‑plan products, the industry, and the competitive landscape (preferred).

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 focuses on clients with $15 M–$50 M in assets under management (corporate market, DC, DB, NQ).

Schedule

Full‑time remote role covering Oklahoma, Arkansas, West Tennessee, Mississippi, and Louisiana.

Compensation

Salary range expected between $122,325 and $212,030 USD, with eligibility for incentive programs tied to business and individual performance.

Benefits

  • Health, dental, vision, and mental‑health coverage.
  • Short‑ and long‑term disability, life and AD&D insurance.
  • Adoption/surrogacy and wellness benefits.
  • Employee/family assistance programs.
  • Retirement savings options, including pension/401(k) plans and a global share‑ownership plan with employer matching contributions.
  • Financial education and counseling resources.
  • Paid time off: up to 11 holidays, 3 personal days, 150 hours of vacation, 40 hours of sick time (or more where required by law), plus statutory leaves of absence.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. John Hancock, a subsidiary of Manulife, embraces diversity and inclusion, fostering a workplace that reflects the varied backgrounds of its customers and employees.

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