Manulife Financial Corporation

Advanced Markets Consultant

Manulife Financial Corporation$128K — $222K *
US-Anywhere
+ 49 other locationsRemote
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree required
  • 5-7+ years of experience in life insurance or financial services with focus on advanced markets
  • Advanced degree or professional designation preferred (e.g., J.D., MBA, CFP, etc.)
  • Strong knowledge of life insurance products and advanced planning concepts
  • Exceptional communication and analytical skills

Responsibilities

  • Provide advanced case consultation for complex insurance opportunities
  • Analyze complex fact patterns and develop practical planning recommendations
  • Build trusted relationships through responsive service and problem-solving
  • Participate in the review of premium finance opportunities
  • Develop and deliver educational content on life insurance planning strategies
  • Serve as a subject matter expert on emerging planning opportunities
  • Communicate recommendations and decisions effectively to stakeholders

Benefits

  • Customizable health, dental, mental health, and vision plans
  • Generous paid time off including up to 11 holidays and 150 hours of vacation
  • Retirement savings plans with employer matching contributions
  • Employee/family assistance plans and wellness benefits
  • Financial education and counseling resources
Full Job Description
Advanced Markets Consultant John Hancock has earned an industry-leading reputation for delivering advanced sales strategies, innovative educational resources, and expert case consultation to distributors and financial professionals. We are looking for a seasoned Advanced Markets Consultant to work as part of the Advanced Markets team and playing a dual role: serving as a strategic sales partner while providing appropriate oversight and risk management for complex planning concepts and sales strategies. As a member of the Advanced Markets team, this individual leverage expertise in life insurance planning, premium finance, wealth transfer, business succession, and related tax and financial planning concepts. This role combines deep technical analysis with the ability to communicate complex concepts in a practical, business-oriented manner. The candidate will serve as a trusted consultant who can effectively engage with producers, field leaders, and internal business partners to help navigate and implement sophisticated planning opportunities. This opportunity is a remote role and can be based anywhere in the US. Key Accountabilities: Strategic Case Consultation and Relationship Management Provide advanced markets case consultation and planning support for complex insurance opportunities involving estate, business, executive benefits, charitable, and financing-based planning strategies. Analyze complex fact patterns and develop practical planning recommendations consistent with company guidelines and risk management principles. Build trusted relationships through responsive service, thoughtful guidance, and a consultative approach to problem solving. Translate highly technical concepts into clear and actionable guidance for audiences with varying levels of expertise. Complex Case and Premium Finance Oversight Participate in the review of complex planning strategies, premium finance opportunities, and other advanced market concepts. Apply sound judgment when evaluating proposed strategies within the company's legal, compliance, and risk management framework. Collaborate with underwriting, legal, compliance, operations, and sales partners to facilitate appropriate outcomes. Communicate recommendations and decisions effectively while maintaining strong stakeholder relationships. Education, Innovation, and Thought Leadership Develop and deliver educational content on life insurance planning strategies, premium finance, tax developments, estate planning trends, and regulatory changes. Confidence in presenting to distributors, producer groups, conferences, webinars, and internal audiences. Serve as a subject matter expert to identify and review emerging planning opportunities and industry developments. Share field intelligence and market insights to support business growth, product positioning, and strategic initiatives. Job Requirements: Education and Experience Bachelor's degree required Advanced degree or professional designation preferred (J.D., LL.M., MBA, CPA, CFA, CFP, CLU, or ChFc) 5-7+ years of experience in life insurance or financial services with a focus on advanced markets, premium finance, estate planning, business planning, or related financial services disciplines Technical Competencies Strong knowledge of life insurance industry, products, and sales strategies along with advanced planning concepts Ability to analyze complex fact patterns and develop practical planning recommendations Knowledge of premium finance, estate planning, business succession, executive benefits, and related planning disciplines Experience evaluating planning opportunities while balancing business objectives and risk considerations Professional Skills Exceptional communication and presentation skills with the ability to explain complex concepts in a practical and business-oriented manner. Demonstrated ability to establish credibility and influence with both internal and external stakeholders Strong analytical, problem-solving and decision-making skills Willingness to travel to industry and distributor conferences, meetings, etc. - about 10% 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. #LI-JH #Remote The role being advertised is an existing vacancy. Referenced Salary Location USA, Massachusetts - Full Time Remote Working Arrangement Remote Salary range is expected to be between $128,550.00 USD - $222,820.00 USD Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact [redacted] for the salary range for your location. Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence.

About Manulife Financial Corporation

John Hancock's core retail products in the U.S. focus on providing financial solutions at every stage of our clients' lives. Our product suite includes life insurance, mutual funds, 401(k) plans, long-term care (LTC) insurance, and annuities. We distribute our products primarily through licensed financial advisors, and through John Hancock Financial Network, a national network of independent firms.

Manulife Financial Corporation Careers

Join the dynamic team at Manulife Financial Corporation, a leading global financial services group dedicated to helping people make their decisions easier and lives better. With a presence in more than 20 countries, Manulife offers a diverse range of job opportunities that empower professional growth and innovation in the financial sector. Work You’ll Do At Manulife, every position contributes to our inclusive culture of diversity, leadership, and innovation. We are committed to fostering a workplace where every team member feels valued and has the opportunity for personal and professional growth. Join us to be part of a company that values your skills and passion. Explore a Wealth of Opportunities Whether you're seeking your first internship or a seasoned professional aiming to advance your career, Manulife offers a spectrum of career paths ranging from finance and marketing to technology and customer service. Our job opportunities are designed to enhance your skills through robust training programs and hands-on experience in a supportive environment. Innovate with Us Drive transformation in the financial services industry with Manulife’s commitment to technology and innovation. Work alongside over 34,000 professionals globally, leveraging cutting-edge tools and processes that redefine how financial services are delivered. Be Part of a Great Team Manulife’s team-oriented approach ensures that everyone’s voice is heard and valued. Collaborate with talented professionals from diverse backgrounds to develop solutions that improve the lives of our customers. Enjoy the benefits of a global company that supports your ambitions with resources and opportunities to lead and innovate. Future-Proof Your Career Manulife supports your career journey with continuous learning and development opportunities. From leadership training to networking events, we provide the tools to succeed and the platforms to showcase your achievements. Our commitment to career growth ensures that your journey with us will be rewarding and impactful. Stay Connected Join Our Team Discover the range of job opportunities at Manulife by exploring open positions that match your skills and interests. We are always on the lookout for curious, driven, and innovative team players who are ready to make a difference. Keep Up to Date Stay informed with the latest company news, career tips, and industry insights—all from the people who work here. Manulife is dedicated to providing you with the resources to thrive in your career. Job Alert Emails Customize your experience by subscribing to receive job alerts and insider information tailored to your preferences. Learn about exciting and rewarding opportunities as they arise and how you can be a part of our transformative team. Join Manulife Financial Corporation today and be part of a leading company where your career is as rewarding as it is impactful. Explore how far your talents can take you in an environment built on respect, integrity, and a desire to achieve the best outcomes for our clients and our team.
Learn more about Manulife Financial Corporation
Size
38,000 employees
Market Cap
$33.4 billion
Industry
Founded
1887
5 Year Trend
+1%
NASDAQ

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