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Manulife · 1 month ago

Regional Vice President, Retirement Sales

Chicago, Illinois

Full-time

Hybrid

Mid Level

3+ years exp

Manulife is a leading international financial services provider, and they are seeking a Regional Vice President for Retirement Sales in Chicago. This role involves driving retirement plan growth, partnering with financial advisors, and delivering solutions while building relationships and expanding market presence.

FinanceFinancial ExchangesFinancial Services

Responsibilities

Proficiency in all John Hancock RPS products, service models and ancillary benefits

Proficiency in Core/Signature product features and benefits

Assist with RFP preparation when requested

Work within primary internal audience focus: Core and Mid/Large Market RVPs and sales desks, SRMs, DVPs, National Accounts, SMEs, etc

Operate within external audience focus: Advisors and Consultants, Plan Sponsors and Committees, Plan Participants, TPAs, DCIOs, etc

Actively participate in the sales preparation process

Provide technical, ERISA consultative sales skills

Knowledgeable about current developments in plan design and legal developments in qualified plan space

Provide recommendations for improvements to prospect plan designs and operations

Ability to interpret plan documents, SPDs, etc

Familiarity with competitor products and services

Provide consultative, proactive sales support primarily to financial advisors and consultants

Qualification

ERISA knowledgeRetirement plan salesFinancial advisor partnershipLife/Health licensingFINRA Series 6Analytical skillsCommunication skillsOrganizational skillsPresentation skillsNegotiation skillsProblem-solving skills

Required

Bachelor's Degree

3+ years of industry experience

3 + years of proven ability with ERISA, Communications, Operations and Implementation, or external retirement plan sales

Ability to travel 80%

Maintain relevant licensing - Life/Health, FINRA Series 6, etc

Preferred

Outstanding communication, organizational, presentation and negotiation skills

Outstanding team selling sales skills

Ability to balance multiple projects with specific time deadlines

Extensive product and industry knowledge

Sophisticated analytical and problem-solving skills

Ability to work cross-teams to solve sales problems, including sales teams, Operations and Implementation, Benefits Consulting Group, Marketing, Communications, etc

Benefits

Health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and 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

Generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law)