Regional Vice President, Mid-Large Segment (Pacific)

Job description

The Regional Vice President (RVP), Retirement Sales (Mid-Large Market) is a senior, outward-facing sales leader responsible for owning and growing a Mid-Large Market retirement franchise across the Pacific. This role serves as the strategic quarterback for advisor relationships, opportunity prioritization, and Manulife John Hancock’s reputation in the $50M+ retirement plan segment. Covering a defined Pacific territory, the RVP partners with top-tier retirement plan advisors, consultants, and third-party administrators to deliver consultative, ERISA-focused solutions across defined contribution, defined benefit, and non-qualified plans. The RVP drives new business through disciplined territory management, elite advisor segmentation, consistent RFP and finalist execution, and executive-level storytelling. This role offers meaningful impact, broad visibility, and the opportunity to build a market-leading retirement franchise while advancing Manulife John Hancock’s mission of helping people confidently save and invest for retirement. Key Responsibilities: Territory & Business Leadership • Own and lead the Mid-Large Market retirement franchise across the Pacific, including Washington, Oregon, Nevada and California, with a primary focus on corporate plans $50M+ in assets. • Develop and execute a comprehensive territory strategy aligned to new sales growth, advisor prioritization, and long-term franchise value. Consultative & Advisor-Centric Selling • Deliver a best-in-class consultative sales experience by deeply understanding advisor business models, growth objectives, competitive preferences, and client needs. • Translate advisor insight and competitive intelligence into tailored retirement solutions that differentiate Manulife John Hancock’s products, people, and platform. Elite Advisor Segmentation & Relationship Management • Build, execute, and maintain an Elite Advisor Segmentation strategy focused on the Top retirement plan advisors in the territory • Drive consistent recency, relevance, and relationship depth through intentional in-person meetings, virtual meetings, and live calls. • Establish executive presence and credibility with advisors, plan sponsors, trustees, and investment committees. Industry, Product, & Competitive Expertise • Maintain deep, current expertise in: • ERISA and fiduciary considerations • DC, DB, and non-qualified plan design • Investments and pricing structures • Act as a student of the business, staying current on industry trends, regulatory developments, and competitor positioning to proactively create opportunity. RFP, Finalist, & Deal Execution Excellence • Lead full sales preparation and execution for RFPs and finalist presentations, including: • Opportunity prioritization • Competitive and plan-level analysis • Win strategy development • Executive-level finalist storytelling • Deliver consistent, high-impact finalist presentations that clearly articulate Manulife John Hancock’s differentiated value—globally, strategically, and deal-specifically. • Negotiate effectively, holding margin and using pricing levers appropriately to arrive at a mutually beneficial decision. Collaboration & Centers of Influence • Partner closely with internal and external centers of influence, including retirement plan advisors, TPAs, DCIOs, internal leadership, Relationship Managers, Sales Desk, Operations, Implementation, Marketing, and Communications Operational Discipline & Technology • Execute with strong organization, preparation, and follow-through, leveraging Salesforce and other tools to manage pipeline, track advisor intelligence, and drive outcomes. Required Qualifications • Bachelor’s degree • 10+ years of experience in retirement plans or financial services • 10+ years of proven success in one or more of the following: • External retirement plan sales • Relationship management • ERISA consulting • Communications, operations, or implementation • Active and maintained licenses (Life Insurance and Series 6 or equivalent) • Ability to travel up to 80% Preferred Qualifications • Deep knowledge of ERISA regulations and qualified (DC/DB) and non-qualified plan design • Strong financial acumen applied to pricing strategy and value-based selling • Demonstrated success selling in complex, multi-decision-maker environments • Executive-level presentation, storytelling, and finalist leadership capabilities • Advanced analytical and problem-solving skills, including interpretation of plan documents, SPDs, and disclosures • Proven ability to influence across advisors, consultants, plan sponsors, committees, and internal partners • Track record of disciplined territory management and repeat advisor business • Commitment to building a culture of trust, accountability, and elite performance What Success Looks Like • Consistent RFP and finalist presentation activity with top-tier advisors • New plan wins and repeat business from elite advisors year over year • Strong advisor loyalty and advocacy • Reputation as a best-in-class finalist presenter and consultative partner • Long-term franchise growth and market credibility in the Midwest When You Join Our Team • We’ll empower you to learn and grow the career you want. • We’ll support flexibility, well-being, and inclusion—backed by action. • As part of our global team, you’ll help shape the future of retirement. This posting supports an ongoing hiring initiative for existing and/or future vacancies. 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 https://www.manulife.com/en/about/our-story.html . 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 individu