The Internal Sales Consultant collaborates with a team that includes a wholesaler and a relationship manager to educate financial advisors about retirement plans, focusing on 401(k) offerings, and to integrate John Hancock’s retirement solutions into their product portfolios. The ISC identifies needs and delivers solutions that align with the priorities of both the company's key decision-makers and the financial advisors. Partnering with a Regional Vice President, the ISC will proactively manage and develop their territory, primarily through phone, email, and web interactions. They will use their discretion and judgment to strategically oversee their territory, offering insights, practice management ideas, and marketing support to registered representatives within the designated area.

Manulife John Hancock is seeking a dynamic and strategic leader to join our team as AVP, Regional TPA Channel Leader. In this senior role, you will lead a high-performing team and drive strategic partnerships with key Third Party Administrator (TPA) firms. You’ll play a pivotal role in shaping and executing our TPA channel strategy, positioning Manulife John Hancock as the Partner of Choice in the retirement plan industry.

Manulife John Hancock is seeking a dynamic and strategic leader to join our team as Strategic Partner Director, National TPA Channel. In this role, you will strengthen partnerships with key Third Party Administrator (TPA) firms, passionate about driving revenue growth, improving client retention, and enhancing operational efficiency and service experience across our block of unbundled retirement plan clients. The ideal candidate will advocate for TPA interests in internal initiatives and workgroups, while also delivering compelling presentations to both internal stakeholders and external partners. You’ll play a pivotal role in shaping and executing our TPA strategy, positioning Manulife John Hancock as the Partner of Choice in the retirement plan industry.

Responsible for managing the overall onboarding process, client and advisor expectations and meeting service timelines for newly sold retirement plans (both start-up and takeovers of existing plans) to ensure a smooth and efficient onboarding experience for clients. Also responsible for quality control and assurance for plan conversions, account transition and ensuring all responsibilities and tasks are performed in accordance with FuturePlan’s core values and best practices.

The Plan Termination Consultant is a position on the Plan Terminations Team responsible for all aspects of processing DC Plan Terminations. The Plan Termination Consultant is responsible for managing all aspects of plan administration for an assigned caseload of clients.

The Internal Sales Consultant (ISC) is a member of the Inside Sales organization and is tasked with identifying, developing, and maintaining selling relationships in the broker-dealer community within their assigned territory. Drives revenue growth and acceleration within assigned regions and proactively seeks out new ways and solutions to continue to increase revenue growth. This is a high-performing outbound sales production role.

Work Arrangement - Hybrid within the Atlanta metro area As an Advisor Experience Specialist will work to develop, maintain, and deepen relationships with our Financial Advisor and TPA partners. To be successful in this role, you will be personable, detail-oriented and motivated by achieving and exceeding goals. In this role, you will be responsible for building strong relationships and engaging directly with leading retirement plan advisors and consultants, as well as home office and external business partners. Your skills will be crucial in supporting the sales process by successfully completing implementation paperwork and overseeing the implementation to ensure a positive and successful outcome for the financial advisor.

We are seeking a highly skilled and driven Process Improvement Engineer to lead enterprise-wide initiatives focused on enhancing operational efficiency, quality, and customer satisfaction. This role will leverage Lean principles and continuous improvement methodologies to assess, design, and implement process strategies across diverse business functions, including technology, operations, product, and servicing within the retirement plan services and retail financial servicing domains (e.g., Transfer Agency, Broker Dealer, Mutual Funds).

Compliance position that has an advanced understanding of all plan types and facilitates more complex interactions with the Plan Consultants.

The Vice President, Sales Consultant’s primary responsibility is to facilitate the growth of new relationships and business for FuturePlan. This professional will drive sales with financial professionals and strategic alliance platforms to meet assigned sales goals. Includes directly coordinating sales activities for key Plan Sponsor relationships, actively working with (FuturePlan by Ascensus) Internal and External Sales Consultants to drive sales and marketing.

This position is responsible for providing client service to our partners, intermediaries and plan sponsors. The Retirement Services Consultant will develop and maintain a detailed understanding of retirement plans and Ascensus products and services with the goal of helping our clients manage their retirement plans appropriately. The Retirement Service Consultant works with the Relationship Manager to deliver client satisfaction by providing retirement plan and operational expertise, proactively identifying, owning and resolving client issues and engaging clients with value added consulting.

The Regional Sales Director (RSD) is a retirement plan wholesaler position and is responsible for working through intermediaries to drive sales of the Ameritas Retirement Plan product line. This product line includes 401(k), 457, 403(b), MEPs, PEPs and other group retirement products. This position is responsible for attaining the assigned annual sales goal by developing, supporting, and driving sales through key strategic relationships. These key relationships will include Ameritas Broker Dealer (AIC) advisors, independent financial advisors, third party administrators and other key intermediaries. The RSD will partner with other Ameritas business units such as Agencies, Dental, and Group.

The position serves as a subject matter expert for a plan compliance administration team and is responsible for delivery of technical administrative services to qualified retirement plans. This position is accountable for ensuring the day-to-day business needs are being met for their own workload. This position will provide associate training, meeting facilitation, and development/implementation of workflow process improvement. This position also supports the daily activity of the team through team standards, answering processing or escalation questions, and acting as subject matter expert as needed to meet team and Retirement Plan division goals.

As the senior product manager within retirement plans, you will be responsible for developing new products and services, refining existing products and services, and providing support to the field and home office partners as a subject matter expert.

The Regional Vice President’s (RVP) primary responsibility is to facilitate the growth of retirement plan sales through Financial Professionals, TPAs, RIAs, and DC I/O Firms. This is accomplished through promoting both our product options and our alliance partners’ products, advising and assisting Financial Professionals during the prospecting stage, and attending sales calls as requested.

The Regional Vice President’s (RVP) primary responsibility is to facilitate the growth of retirement plan sales through Financial Professionals, TPAs, RIAs, and DC I/O Firms. This is accomplished through promoting both our product options and our alliance partners’ products, advising and assisting Financial Professionals during the prospecting stage, and attending sales calls as requested.

The Regional Vice President’s (RVP) primary responsibility is to facilitate the growth of retirement plan sales through Financial Professionals, TPAs, RIAs, and DC I/O Firms. This is accomplished through promoting both our product options and our alliance partners’ products, advising and assisting Financial Professionals during the prospecting stage, and attending sales calls as requested.

High level review to ensure quality of client deliverables including research of pension law and regulations. Responsible for ensuring service standards remain in alignment with the expectations, guidance and direction provided by the FuturePlan Chief Actuary and organizational standards. Serve as an expert in the valuation, administration and compliance of Defined Benefit and Cash Balance plans.

Serve as a resource to plan sponsors and financial advisors for matters related to ERISA compliance, plan design and governmental reporting. This person is the single point of contact for employer, financial profession and plan sponsor for their accounts. A Retirement Plan Consultant is able to handle client meetings both in person and via phone.

As an Internal Wholesaler, you will build and maintain strong business relationships with key sales clients to meet or exceed established sales goals, quotas, targets or objectives for assigned area(s) of Internal Wholesale responsibility. In this position, you will initiate and/or follow up on more complex sales calls through inbound and outbound communications which result in an increase in sales revenue and market share within your assigned area of responsibility.

As an External wholesaler for Retirement Plan Services you will develop, direct, implement, and maintain a business plan to achieve sales and growth goals for your assigned external wholesale area(s) of responsibility. You will build, enhance, and direct the relationship with firms and/or institutions in your assigned territory of Los Angeles. You will also build, direct, and maintain external wholesale sales programs/plans which result in an increase in sales revenue and market share within the assigned territory.