留存销售总监
Retention Sales Director
负责保护和增长美利保约翰汉考克中大型退休计划业务的留存销售总监(RSD)是一个高级客户导向的销售领导者,通过主动的留存策略、风险管理以及高影响力的续约执行来实现这一目标。该职位是留存工作的战略核心,与客户关系管理及内部相关方紧密合作,增强客户忠诚度,应对留存风险,并领导复杂的尽职调查流程。
该职位在组织内具有重要的可见度和影响力,有机会塑造客户体验、保护资产,并在价值5000万美元以上的公司计划和塔夫特-哈特利计划中主导高风险的业务接触。
岗位职责:
- 负责中大型企业及塔夫特-哈特利客户的留存策略,直接影响资产留存、收入持续性和长期品牌价值。
- 主动识别、量化并管理留存风险,通过管理前瞻性风险及尽职调查关系管道来实现。
- 与客户关系管理团队合作,制定并执行赞助商层面的行动计划,以保护资产、加强关系并发现增长机会。
- 主导尽职调查事件的所有方面,包括RFI/RFP策略、响应执行、最终候选人展示及合同谈判。
- 设计并实施忠诚度和参与度项目,提升客户体验并降低系统性留存风险。
任职要求:
- 本科学历
- 10年以上退休计划行业经验(定向缴费计划、定向给付计划和非合格计划)
- 在中大型退休市场中具有留存、销售或客户关系管理方面的成功经验
- 具备领导复杂多利益相关方谈判和续约周期的实际能力
- 强大的分析能力和战略决策能力,包括定价和竞争定位
- 持有并维护有效执照(人寿保险和6号执照或同等资格)
- 能够进行高达40%的出差
优先条件:
- 对ERISA法规及DC、DB和非合格计划的计划设计有深入了解
- 在定价策略和基于价值的决策中具备强大的财务洞察力
- 具备高管级别的演示、讲故事和咨询式销售能力
- 具备影响顾问、咨询师、计划发起人和内部相关方的实际能力
查看英文原文
The Retention Sales Director (RSD) is a senior, client-facing sales leader responsible for protecting and growing Manulife John Hancock’s Mid-Large retirement plan business through proactive retention strategies, risk management, and high-impact renewal execution. This role serves as the strategic quarterback for retention efforts—partnering closely with Relationship Management and internal stakeholders to strengthen client loyalty, address retention risk, and lead complex due diligence processes.
This position offers meaningful visibility and influence across the organization, with the opportunity to shape client experience, preserve assets, and lead high-stakes engagements across corporate plans $50m+ and Taft-Hartley plans.
Position Responsibilities:
- Own and execute the retention strategy for Mid-Large Corporate and Taft-Hartley clients, directly impacting asset retention, revenue durability, and long-term franchise value.
- Proactively identify, quantify, and manage retention risk by managing a forward-looking pipeline of at-risk and due diligence relationships.
- Develop and execute sponsor-level action plans in partnership with Relationship Management to protect assets, strengthen relationships, and uncover growth opportunities.
- Lead all aspects of due diligence events, including RFI/RFP strategy, response execution, finalist presentations, and contract negotiations.
- Design and implement loyalty and engagement programs that enhance client experience and reduce systemic retention risk.
Required Qualifications:
- Bachelor’s degree
- 10+ years of experience in the retirement plan industry (Defined Contribution, Defined Benefit, and Non-Qualified plans)
- Demonstrated success in retention, sales, or relationship management within the Mid-Large retirement market
- Proven ability to lead complex, multi-stakeholder negotiations and renewal cycles.
- Strong analytical and strategic decision-making capabilities, including pricing and competitive positioning
- Active and maintained licenses (Life Insurance and Series 6 or equivalent)
- Ability to travel up to 40%
Preferred Qualifications:
- Deep knowledge of ERISA regulations and plan design across DC, DB, and non-qualified plans
- Strong financial acumen applied to pricing strategy and value-based decision making
- Executive-level presentation, storytelling, and consultative selling capabilities
- Proven ability to influence advisors, consultants, plan sponsors, and internal stakeholders
- Experience driving cross-functional collaboration in complex, fast-paced environments
What Success Looks Like:
- Proactively identifies and mitigates retention risk, maintaining clear visibility into at-risk and due diligence relationships
- Delivers high-impact RFPs, finalist presentations, and renewal strategies that win and retain business
- Strengthens client loyalty through effective partnership with Relationship Management and consistent, value-driven engagement
- Achieves asset retention and revenue goals through disciplined strategy, pricing rigor, and strong negotiation execution
- Establishes credibility as a trusted, executive-level advisor across clients, consultants, and internal partners
When You Join Our Team:
- We’ll empower you to learn and grow the career you want.
- We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
- As part of our global team, we’ll support you in shaping the future you want to see.
The role being advertised is an existing vacancy.
About Manulife and John Hancock
Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit .
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 .
Referenced Salary Location
USA, Massachusetts - Full Time RemoteWorking Arrangement
RemoteSalary range is expected to be between
$128,550.00 USD - $222,820.00 USDEmployees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact for the salary range for your location.
Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including 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. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our 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) each year, and we offer the full range of statutory leaves of absence.
We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.
Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify
Company: John Hancock Life Insurance Company (U.S.A.)Originally posted on Himalayas