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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in retirement plan products and compliance, with a strong focus on relationship management and strategic growth initiatives. Proven ability to implement retention strategies and support advisors in achieving their business goals.
Highest-signal resume keywords
Retirement Plan LeadershipERISA ComplianceFINRA Series 6 and 63Life Insurance and Variable LicensesBusiness Planning
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Plan DesignInvestment SelectionAsset MaximizationRetention StrategiesPlan Reviews
Soft Skills
Positive AttitudeTeam CollaborationCreative Problem SolvingInterpersonal CommunicationResults-Driven
Tools & Technologies
Manulife John Hancock ToolsBusiness Planning Software
Certifications & Qualifications
AIFAPAAPRChFCCLUCEBSCFACFPQKAQPA
Industry Keywords
Retirement PlansTPAsPlan SponsorsCompetitive LandscapeAdvisor Relationships
About the role
Key responsibilities & impact- Develop strategic, mutually beneficial relationships with advisors, TPAs, plan sponsors, and the Manulife John Hancock team
- Establish yourself as a retirement plan leader within the region and a source of creative solutions for advisors
- Maintain plan retention and contribute to profitable growth
- Identify and position Manulife John Hancock tools and resources to support intermediaries’ ongoing service commitments
- Work with intermediaries on plan design, investment selection, and ERISA compliance
- Identify plans facing RFPs, competitive threats, or service-quality issues and implement retention strategies
- Implement asset maximization and retention strategies to increase participation, deferral rates, and account consolidation
- Solicit opportunities during interactions with advisors
- Set expectations for ongoing service and serve as a point of contact
- Conduct plan reviews and business planning meetings
- Identify and address advisor or sponsor concerns and take corrective actions
- Create, maintain, and implement a territory business plan to optimize retention and revenue growth
- Help advisors grow their book of business
- Schedule time with high-value advisors to support achievement of their goals
- Work as a key member of a regional team to achieve retirement plan retention and growth in revenue and assets
Requirements
What you’ll need- Three to five years of similar experience
- Life insurance and variable licenses as determined for territory
- FINRA Series 6 and 63, or ability to obtain within 6 months of hire
- Superior business insight related to retirement plan products, the industry and competitive landscape preferred
- Industry designations such as AIF, APA, APR, ChFC, CLU, CEBS, CFA, CFP, QKA, QPA, QPFC, or RIA are a plus
- Passion for contributing to a team with a positive attitude
- Driven by practical results, opportunities to offer new ideas and methods, a supporting role, and opportunities to assist others with intention
Benefits
Comp & perks- Health insurance
- Dental insurance
- Mental health benefits
- Vision insurance
- Short- and long-term disability insurance
- Life and AD&D insurance coverage
- Adoption/surrogacy benefits
- Wellness benefits
- Employee/family assistance plans
- Retirement savings plans, including pension and 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, or more where required by law
- Statutory leaves of absence
- Flexible work environment
- Learning and career growth opportunities
- Incentive compensation tied to business and individual performance