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Relationship Manager - Retirement Plan Services

John Hancock Retirement Plan Services

in Bixby OK

Relationship Manager - Remote opportunity - Oklahoma or Arkansas 

Key Focus:   Position is part of a three member sales team responsible for effectively managing targeted intermediary relationships by:

  • Working with area Regional Vice President (RVP) and Retirement Plan Sales Associate (RPSA) to provide inforce plan support to “focus” Advisers
  • Partnering with focus Advisors to provide expertise and to ease the administrative burden associated with retirement plans
  • Retention of existing plans through service excellence and an inforce re-pricing strategy
  • Providing customized education and enrollment solutions with the intent of increasing participation and AUM
  • Filling the role of consultant to advisers, Plan Consultants and plan sponsors, as it relates to the retirement plan business    

Responsibilities:

Work with sales team

  • To gain a strong understanding of the priorities of adviser relationships in the assigned territory and the effective interaction of the team’s various roles
  • To build relationships with key intermediaries and to identify the opportunities to support: new and existing block of business service commitment to plan sponsors and employees; ability to generate additional revenue through growth and retention of assets under management; and, understanding the tools and resources of JH Retirement Plan Services
  • To build knowledge of JH product and positioning in order to perform sales functions in the absence of an RVP for micro/small plans
  • To support sales finals
  • To build knowledge of Group Annuity Model in order to maintain and advance intermediary relationships (both adviser and plan consultant) in the absence of an RVP
  • Partnering with intermediaries to gain an understanding of their service commitment to plan sponsors and how JH can compliment
  • To build JH product and tool knowledge in order to identify and position the best JH tools / resources to support key intermediaries’ service commitments to plan sponsors and eligible employees (i.e. Annual Due Diligence meetings, Annual Contract Review reports; Impact Statements; employee education and enrollment needs)
  • To build relationships with key intermediaries to identify gaps in their service models where JH can provide support (i.e. bilingual employee education support)
  • To build an understanding of key intermediaries business model in order to develop campaigns that target retention and growth of JH’s inforce block of business; implementing asset maximization and retention strategies that influence greater participation, increased deferral rates and account consolidation
  • To work with intermediaries to insure quality ongoing service deliverables related to Plan Design; Retirement Readiness; Investment Selection; Managing Administration and ERISA compliance
  • To work as a liaison to build stronger Plan Consultant/Adviser relationships for the benefit of mutual clients

Training and Development

  • To train advisers and their support staff in the utilization of JH tools and resources
  • To develop best practices that strengthen adviser’s existing service model
  • Providing administration and training programs for TPA’s

Issue Resolution

  • To build an understanding of internal processes and resource network in order to work as a liaison to manage timely resolution of service issues by effectively managing both internal and external resources and expectations

Experience:       

  • University degree (or equivalent work experience with pension and/or PC experience)
  • One to two 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
  • NASD Series 6 and 63; within 6 months of hire

Skills & Knowledge:

Company and Product Knowledge

  • Working knowledge of retirement plans; retirement plan marketplace; and, key competition
  • General knowledge of John Hancock products, pricing, services and procedures
  • Working knowledge of investments and portfolio analysis
  • Good understanding of regulatory environment and its impact on business and the intermediaries’ future

Organization Skills:

  • Strong ability to work independently, with frequent travel and development and management of own schedule
  • Good ability to prioritize tasks
  • Good time management and organization skills
  • Ability to effectively manage internal network of resources to satisfy the demands of intermediaries and their block of business

Presentation Skills:

  • Good presentation skills; able to demonstrate professional poise and confidence
  • Strong knowledge of presentation preparation
  • Ability to determine impact of presentation to various audiences; and, to prepare both informational and decision-making presentations
  • Ability to effectively use multi-media tools and techniques

Influencing Outcomes - Selling Skills

  • Good negotiating skills
  • Good interviewing and listening skills
  • Good ability to effectively manage difficult situations
  • Diagnose, manage and build strategic relationships
  • Interpersonal Relationship and Communication Skills
  • Good interpersonal relationship and communication skills
  • Good ability to effectively communicate complex information to differing levels of audience sophistication
  • Written communication skills
  • Knowledge of who to call to resolve issues expediently
  • Knows when to do vs. delegate vs. escalate (good judgment)
  • Ability to exercise resiliency
  • 1:1 communication skills

Problem Solving Skills

  • Good customer service skills
  • Good ability to anticipate and respond to issues affecting intermediaries’ practice; and, define and resolve issues
  • Good ability to conduct analysis and respond with meaningful, application solutions

How to Apply

E-mail resume:  bdefelice@jhancock.com


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