Retention Sales Director
J
John HancockFinancial Services
United StatesFull-TimeDirector
Salary$128,550.00 USD - $222,820.00 USD / year
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Job Details
- Experience
- 10+ years
- Required Skills
- Risk Management
Requirements
- 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 Life Insurance license
- Active and maintained Series 6 license or equivalent
- Ability to travel up to 40%
Responsibilities
- Execute retention strategy for Mid-Large Corporate and Taft-Hartley clients to ensure asset retention and revenue durability.
- Identify, quantify, and manage retention risk by overseeing a pipeline of at-risk and due diligence relationships.
- Develop and execute sponsor-level action plans in partnership with Relationship Management.
- Lead all due diligence events, including RFI/RFP strategy, execution, finalist presentations, and contract negotiations.
- Design and implement loyalty and engagement programs to reduce systemic retention risk.
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