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About the Role

The National Account Director role is critical to John Hancock’s goal of growing sales through expanding and deepening our distribution relationships. In this role, you will partner with the National Account VP(s) to understand unique customer needs and identify promising opportunities and distributor relationships that align with John Hancock’s strategic priorities. You will also partner directly with key contacts at the National Account relationship level to drive awareness of JH solutions and work across various internal departments to facilitate, problem-solve, and accelerate sales.

Responsibilities

Assist Channel Head and NAVP team in research and analysis, including external and internal factors impacting account performance.
Monitor and inform strategic growth initiatives by analyzing firm penetration rates and carrier share of shelf.
Participate in strategic conversations to align company resources, including the wholesale team, to high-value growth opportunities.
Execute relationship management techniques to ensure multiple JH teams are delivering on stated deliverables (e.g., Underwriting, New Business, Licensing, Compensation, Policy Holder service).
Assist in and facilitate promotional efforts for client conferences and national activation events to optimize company messages and meeting spend.
Align wholesale team to leverage engagements by connecting follow-up activities.
Prepare and become proficient in market share analysis of designated National Accounts.
Monitor and review NPS scores to recommend areas of improvement.
Source feedback to NAVP and Channel Head to identify trends and inform decision-making.
Monitor sales and pipeline trends to key performance indicators and alert management of milestones, trends, and recommend actions.
Develop strategies to deliver JH solutions to BGAs to drive growth strategy.
Present on illustrations, product application, features, and educational topics at the national and BGA level.
Develop and adopt procedures to automate and execute communication across various roles within the client hierarchy for mass marketing and personalized communications.
Conduct ad hoc requests for business intelligence to identify trends and produce summaries for stakeholders regarding account oversight and growth initiatives.
Conduct National webinars and local meeting presentations, moderating or presenting on portfolio elements or services.
Play a key role in the onboarding of new IMO’s and BGA members to the JH relationship.

Requirements

5+ years leading business marketing functions with a progression of increased responsibilities.
5+ years of experience in financial services or in a similar business-to-business wholesales role.
Required licenses: FINRA SIE, Series 6, 63, Life & Health.
Some business travel may be required.

Skills

Strong analytical and critical thinking skills
Distributor relationship management experience
Ability to work autonomously but excel in a team-based environment.
Rely on experience and judgment to plan and accomplish sales goals.
Exceptional written, oral, and presentation communication abilities.
Ability to work efficiently and effectively to best leverage time and achieve maximum effectiveness.
Excellent sales acumen combined with an analytical mind-set, including the ability to identify business trends, opportunities, and risk/exposure.
Must be a team player, thought leader and contributor to Company initiatives.
Proficient in illustrations, product application, features
Proficient in market share analysis

Location

USA, Massachusetts
Remote

Work Type

Full Time
Remote

Experience Level

5+ years leading business marketing functions
5+ years of experience in financial services or in a similar business-to-business wholesales role

Education Level

CLU, ChFC, CFP, CLTC, LUTCF designations are not required but are a plus

Salary/Compensations

$65,000.00 USD - $108,300.00 USD
Opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

Benefits

Health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage.
Adoption/surrogacy and wellness benefits.
Employee/family assistance plans.
Various retirement savings plans (including pension/401(k) savings plans and a 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, and 40 hours of sick time each year.
Full range of statutory leaves of absence.

About the Company

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better.
Company: John Hancock Life Insurance Company (U.S.A.)

Equal Opportunity

Manulife is an Equal Opportunity Employer.
At Manulife/John Hancock, we embrace our diversity.
We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals.
We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.
It is our priority to remove barriers to provide equal access to employment.
A Human Resources representative will work with applicants who request a reasonable accommodation during the application process.
All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies.
To request a reasonable accommodation in the application process, contact hr@manulife.com.