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Job details
Company: John Hancock Retirement Plan Services
Job Title: Bilingual Relationship Manager - Florida
Job Category: Finance/Banking/Mortgage
Job description:  

Job Description – Strategic Relationship Manager

Job Title Strategic Relationship Manager
Department Strategic Relationship Manager
Division Retirement Plan Services/Wealth Management

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.

Major Responsibilities

• Develop strategic, mutually beneficial relationships with advisors, TPAs, sponsors and the JHRPS team
o Provide inforce plan support to advisors with area Regional Vice President and Sales Consultant.
o Maintain the highest standard of excellence in advisor service by attending to inquires/requests
o Train advisors and their support staff in the use of JHRPS tools and resources
o 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
o Identify and position the best JHRPS tools/resources to support key intermediaries ongoing service commitments to plan sponsors and eligible employees
o Work with intermediaries to ensure quality ongoing service related to plan design, investment selection, and ERISA compliance
o Identify plans that are up for review, facing competitive threats, or have had issues in service quality and implement a retention strategy
o Work with plan sponsors to identify and implement enhanced enrollment solutions (identify optional features and services)
o Implement asset maximization and retention strategies that influence greater participation, increased deferral rates, and account consolidation
• Onboard new plans in a timely manner
o Solicit opportunities during interactions with advisors
o Generate opportunities
o Coordinate new plan openings and logistics
o Set expectations for ongoing service and serve as a point of contact
• Conduct plan reviews
o Identify and address advisor or sponsor concerns and take corrective actions
o Identify and advisor for plan enhancements and optional services
o Proactively review and update client information
• Create, maintain, and implement a territory plan that optimizes retention and growth
o Work with the team to identify strategy and growth opportunities to achieve the annual business plan
o Segment advisors
o Look for ways to help the advisor grow their book of business
o Schedule time in accordance with annual business plan with high-value advisors to support them in achieving their goals
• University degree (or equivalent work experience with pension and/or PC experience)
• 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
• NASD Series 7 and 63; within 6 months of hire
• Bilingual skills a must
• 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
Employment type:
  • Full Time
Salary Range: Unspecified
Other Information
Degree: Bachelors
Experience (year): 0
Job Location: Fort Lauderdale - Florida - USA
Zipcode: 33301
Post Date: 07/24/2018
Contact Information
Company: John Hancock Retirement Plan Services
Contact Name: John Hancock Retirement Plan Services
Contact E-mail: Send E-Mail Now
Contact Phone: You must first register to view this information.
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