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Manulife Financial

Global financial services: insurance and investments

National Account Director

Account ManagementConfirmed live in the last 24 hours
Full-timeRemote in USA

About the Job

Requirements

  • At least 5 years leading business marketing functions, with progressively increasing responsibilities.
  • At least 5 years of experience in financial services or a similar business-to-business wholesaling role.
  • Required licenses: FINRA Securities Industry Essentials (SIE), Series 6, Series 63, and Life and Health.
  • Some business travel may be required.
  • Strong analytical and critical-thinking skills.
  • Distributor relationship-management experience.
  • Ability to work autonomously and effectively in a team-based environment.
  • Ability to plan and accomplish sales goals using experience and judgment.
  • Written, oral, and presentation communication abilities.
  • Ability to work efficiently and effectively to leverage time and achieve effectiveness.
  • Sales acumen and an analytical mindset, including the ability to identify business trends, opportunities, and risk or exposure.
  • Ability to contribute as a team player and thought leader to company initiatives.

Responsibilities

  • Assist the Channel Head and National Account Vice President team with research and analysis of internal and external factors affecting account performance, including firm penetration rates and carrier share of shelf, to monitor and inform strategic growth initiatives.
  • Participate in strategic conversations to align company resources, including the wholesale team, with high-value growth opportunities.
  • Use relationship-management techniques to ensure multiple John Hancock teams deliver stated commitments, including Underwriting, New Business, Licensing, Compensation, and Policy Holder Service.
  • Facilitate promotional efforts before and after client conferences and national activation events to optimize company messaging and meeting spend, and connect appropriate follow-up activities to align the wholesale team and leverage engagements.
  • Prepare and develop proficiency in market-share analysis for designated National Accounts.
  • Monitor and review Net Promoter Score (NPS) results, recommend improvement areas, and provide feedback to the National Account Vice President and Channel Head to identify trends and inform decisions.
  • Monitor sales and pipeline trends against key performance indicators, alert management to milestones and trends, and recommend actions to improve performance.
  • Develop strategies to deliver John Hancock solutions to broker general agencies (BGAs) and drive the growth strategy.
  • Become proficient in illustrations, product applications, and product features, and present educational topics at national and BGA levels.
  • Develop and adopt procedures to automate communications across client-hierarchy roles, support mass marketing, and deliver personalized communications.
  • Conduct ad hoc business-intelligence requests, identify trends, and produce summaries for stakeholders on account oversight and growth initiatives.
  • Conduct national webinars and local meeting presentations, moderating or presenting on portfolio or service topics.
  • Play a key role in onboarding new independent marketing organizations (IMOs) and BGA members to the John Hancock relationship.

Desired Qualifications

  • A passion for investigating and identifying new producer prospects.
  • Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), Certified in Long-Term Care (CLTC), or Life Underwriters Training Council Fellow (LUTCF) designation; these are not required but are a plus.

About the Company

Manulife Financial

Global financial services: insurance and investments

Manulife Financial is a global financial services provider offering a wide range of insurance and investment solutions. It serves individuals, businesses, and institutions with products such as life and health insurance, wealth management, and retirement plans. Customers fund these products through premiums, fees for asset management, and investment income earned on invested assets. Manulife uses analytics and technology to tailor services and improve efficiency, aiming to help clients protect their finances, grow their wealth, and plan for retirement. The company differentiates itself through its large international presence in North America, Asia, and Europe, its breadth of products, and its emphasis on data-driven insights to personalize offerings. Its goal is to help customers achieve their financial goals and aspirations by providing comprehensive, paid-for financial solutions and ongoing support across multiple regions.

Company size
10,001+
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1887

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