Relationship Manager

Manulife

Relationship Manager achieving retirement plan retention and revenue growth at Manulife John Hancock. Managing complex relationships with clients over $50M AUM and providing expertise in financial services and investment products.

Posted 6/12/2026full-timeRemote • North Carolina • 🇺🇸 United StatesSeniorLead💰 $122,325 - $212,030 per yearWebsite

About the role

Key responsibilities & impact

Achieve all annual metrics – retention, revenue, customer engagement
Learn Manulife John Hancock Retirement products, features and services and apply as appropriate with a strong focus on investment products
Effectively manage internal and external customer relationships, 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 influence outcomes that align Customer and Manulife John Hancock objectives
Follow all company and department level processes and procedures, including meeting materials preparation and presentation format, travel and expense, CRM documentation and data integrity
Support new sales and market development initiatives

Requirements

What you’ll need

Bachelors Degree in related field preferred
7-10 years of Financial Services industry experience
Demonstrate initiative, motivation and accountability
Expert consultative selling and negotiation skills
Ability to analyze complex relationships and complete goals
Strong business insight and presence
Ability to clearly communicate, build rapport and effectively partner with internal and external business partners.
Demonstrate flexibility and resilience in a changing environment
Develop strategy, goals and display the capability to adjust, regardless of obstacles or circumstances
Successful completion of SIE
Hold FINRA Series 6 or 7, 63 or 66
State Insurance license

Benefits

Comp & perks

Health insurance
Dental insurance
Mental health benefits
Vision insurance
Short- and long-term disability
Life and AD&D insurance
Adoption/surrogacy benefits
Wellness benefits
Employee/family assistance plans
Retirement savings plans (401(k))
Pension 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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

consultative sellingnegotiation skillsfinancial analysisinvestment products knowledgeCRM documentationdata integrity

Soft Skills

customer relationship managementinitiativemotivationaccountabilitybusiness insightcommunicationrapport buildingflexibilityresiliencestrategic development

Certifications

SIEFINRA Series 6FINRA Series 7FINRA Series 63FINRA Series 66State Insurance license