Relationship Manager (Davao)

The Agency Relationship Manager is responsible for driving growth and development within the agency by focusing on Agency performance management for both Advisors and Leaders. The role also involves close collaboration with the specialists, Advisor/Leader Development SMT in making sure that the FAs and ALs in their respective teams are achieving the minimum Agency performance standards.

The Agency Relationship Manager plays a critical role in aligning agency operations with the company’s strategic goals and fostering a culture of professionalism and continuous improvement. He/She will also be expected to provide inputs and recommendations to the overall Zone strategy.

The incumbent is expected to lead, manage and develop the agency zone in line with the corporate objectives and vision.

Position Responsibilities:

Agency Training and Capability Development

• Oversee the onboarding programs to ensure seamless integration of new Advisors and Leaders into the organization.
• Lead the development of both rookie and tenured Advisors and Agency Leaders within assigned locations to enhance their effectiveness in recruiting and managing Financial Advisors.
• Ensure agency training and competence requirements for existing Advisors and Leaders are fulfilled.
• Create developmental programs to help existing Agency Leaders reach the next rank/tier, maximizing compensation.
• Develop programs aimed at enhancing the skills and productivity of Advisors, particularly focusing on “moving the middle” to elevate overall agent performance.

Agency Performance Management

• Ensure all externally sourced new leaders meet the necessary validation requirements for their roles.
• Drive growth in headcount and production through strategic leadership and support.
• Monitor and ensure all leaders meet minimum rank retention requirements and work towards achieving leader segmentation status.
• Develop and manage programs to ensure Agency Leaders meet rank retention validation requirements, such as production credit, active agent count, and conservation rate.
• Conduct planning sessions with the agency force at the zone level.
• Hold regular meetings with agency leaders to drive sales and recruitment performance.

Sales Management and Administration

• Collaborate with the Recruitment Team, Leader Development Team, and existing Agency Leaders to support initiatives like the Leader Recruitment Program and the Experienced Manager Program.
• Develop and execute strategies at the zone level to meet focus area objectives.
• Reinforce company communications and initiatives through agency meetings.
• Develop, implement, promote, and monitor sales and recruitment programs and campaigns at the zone level.
• Evaluate and recommend approval on matters beyond personal approval authority.
• Build and maintain a professional and ethical agency force at the zone level, in line with regulatory, industry, and company standards.

Required Qualifications:

• Bachelor’s degree in Business Studies, Administration, Economics, Management, or a related field.
• A minimum of four years of relevant experience in sales, business development, and agency management, preferably in a life insurance setting.
• Proven track record of holding key positions that align with the responsibilities of this role.
• Ability to develop and execute strategic business plans.
• Demonstrated leadership and excellent management skills.
• High sense of business ethics and professionalism.
• Strong business and financial acumen.

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.

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 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 [email protected].