Relationship Manager – Core Market
Manulife
full-time
Posted on:
Location Type: Remote
Location: Massachusetts • New York • United States
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Salary
💰 $82,000 - $142,100 per year
About the role
- Develop and maintain effective relationships with Customers
- Exhibit strategic relationship management and consultative selling
- Optimize Customer satisfaction and loyalty by aligning Customer objectives with Manulife John Hancock business targets
- Serve as an advocate for the Customer and act as an industry expert
- Contribute in meaningful ways to the broader Strategic Relationship Management team and the John Hancock organization
- Achieve all annual metrics – retention, customer profitability, and engagement
- Learn Manulife John Hancock Retirement products, features, and services and apply as appropriate
- Effectively manage internal and external customer relationships and leverage available resources
- Exhibit consultative selling and negotiation skills; optimize product features, plan design, and employee retirement readiness
- Demonstrate executive presence and subject matter expertise to instill confidence and strategically influence outcomes that align Customer and Manulife John Hancock objectives
- Follow all company and department-level processes and procedures
Requirements
- Valid Driver’s License
- FINRA Series 6 or 7, and 63 or 66, State Insurance licensing, or ability to obtain required licenses within 6 months
- Experience in retirement, financial services, or institutional relationship management
- Proven track record managing strategic or complex customer accounts
- Experience influencing senior-level customer and internal stakeholders
- Understanding of retirement plan design and employee financial wellness strategies
- Ability to develop strategy, set goals, and pivot effectively in dynamic environments
- Demonstrated initiative, motivation, accountability, and resilience in a changing environment
- Strong consultative selling and negotiation skills
- Ability to analyze complex customer relationships and execute against strategic goals
- Strong business acumen, executive presence, and communication skills
- Proven ability to build rapport and partner effectively with internal and external stakeholders
Benefits
- Health insurance
- Dental insurance
- Mental health benefits
- Vision insurance
- Short-term disability
- Long-term disability
- Life insurance
- AD&D insurance
- Adoption/surrogacy benefits
- Wellness benefits
- Employee/family assistance plans
- Retirement savings plans (including pension/401(k) savings plans)
- Global share ownership plan with employer matching contributions
- Financial education and counseling resources
- Up to 11 paid holidays
- 3 personal days
- 150 hours of vacation
- 40 hours of sick time
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
retirement plan designfinancial wellness strategiesconsultative sellingnegotiation skillsstrategic relationship managementcustomer account managementcustomer profitability analysiscustomer engagement metricsgoal settingdynamic environment adaptation
Soft Skills
relationship managementcustomer advocacyexecutive presencesubject matter expertiseinfluencing skillsinitiativemotivationaccountabilityresiliencecommunication skills
Certifications
FINRA Series 6FINRA Series 7FINRA Series 63FINRA Series 66State Insurance licensing