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About the Role
Manage and grow strategic customer relationships, acting as a trusted advisor and customer advocate to align objectives with business goals, driving satisfaction, loyalty, and profitability. Contribute to customer outcomes and the Strategic Relationship Management team, gaining exposure to senior stakeholders and influencing retirement readiness strategies.
Responsibilities
- Develop and maintain effective customer relationships.
- Practice strategic relationship management and consultative selling.
- Optimize customer satisfaction and loyalty by aligning customer objectives with business targets.
- Advocate for customers and act as an industry expert.
- Contribute to the Strategic Relationship Management team and the organization.
- Achieve annual metrics for retention, customer profitability, and engagement.
- Learn and apply Manulife John Hancock Retirement products, features, and services.
- Manage internal and external customer relationships, leveraging resources.
- Utilize consultative selling and negotiation skills to optimize product features, plan design, and employee retirement readiness.
- Demonstrate executive presence and subject matter expertise to influence outcomes aligning customer and company objectives.
- Adhere to company and department processes, including meeting preparation, travel/expense, CRM documentation, and data integrity.
- Support new sales and market development initiatives.
Requirements
- Valid Driver’s License.
- FINRA Series 6 or 7, and 63 or 66, State Insurance licensing, or ability to obtain 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 adapt in dynamic environments.
- Demonstrated initiative, motivation, accountability, and resilience.
- Strong consultative selling and negotiation skills.
- Ability to analyze complex customer relationships and execute strategic goals.
- Strong business acumen, executive presence, and communication skills.
- Proven ability to build rapport and partner effectively with internal and external stakeholders.
Skills
- Strategic relationship management
- Consultative selling
- Negotiation
- Industry expertise
- Customer advocacy
- Data integrity
- Executive presence
- Subject matter expertise
- Business acumen
- Communication
- Strategic thinking
- Analytical skills
- Adaptability
- Initiative
- Motivation
- Accountability
- Resilience
- Building rapport
- Stakeholder partnering
Location
- USA
- Massachusetts
- Remote
Work Type
- Full-time
- Remote
Education Level
- FINRA Series 6 or 7
- FINRA Series 63 or 66
- State Insurance licensing
Salary/Compensations
- $82,000.00 - $142,100.00 USD
Benefits
- Incentive programs and compensation
- Health insurance
- Dental insurance
- Mental health benefits
- Vision insurance
- Short-term disability
- Long-term disability
- Life insurance
- AD&D insurance coverage
- Adoption/surrogacy benefits
- Wellness benefits
- Employee/family assistance plans
- Retirement savings plans (pension/401(k))
- Global share ownership plan with employer matching contributions
- Financial education and counseling resources
- Paid time off (up to 11 paid holidays, 3 personal days, 150 hours vacation, 40 hours sick time)
- Statutory leaves of absence
About the Company
- Manulife Financial Corporation is a leading international financial services provider.
- Mission: Make decisions easier and lives better.
- Dedicated to investing in digital innovation and accelerating a sustainable, economically inclusive future.
- Empowers employees to learn and grow their careers.
- Fosters a flexible environment prioritizing well-being and inclusion.
- Global team committed to shaping the future.
- Ambition: Be the most digital, customer-centric global company in the industry.
- Recognized as a 2024 Gallup Exceptional Workplace Award Winner.
- Named one of Forbes World’s Best Employers 2023.
- Recognized as one of the Best Companies to Work for in Asia 2023.
- Recognized as one of Canada’s Top 100 Employers (2024).
- Included in Bloomberg’s 2023 Gender-Equality Index.
Equal Opportunity
- Manulife is an Equal Opportunity Employer.
- Embraces diversity and strives for a diverse workforce and inclusive work environment.
- Committed to fair recruitment, retention, advancement, and compensation without discrimination based on protected characteristics.
- Prioritizes removing barriers for equal employment access.
- Provides reasonable accommodation during the application process; contact hr@manulife.com for requests.