Advisor Experience Specialist

Manulife

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profile Job Location:

Atlanta, GA - USA

profile Monthly Salary: Not Disclosed
Posted on: 9 hours ago
Vacancies: 1 Vacancy

Job Summary

Work Arrangement - Hybrid within the Atlanta metro area

As anAdvisor 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.

You must have the ability develop relationships to interact directly with top retirement plan advisors and consultants home office and outside business partners. You must have the ability and creativity to support the sales process with the successful completion of implementation paperwork and oversee the the implementation to ensure a positive outcome for the financial advisor.

Key Accountabilities:

  • Supports and works as a key member of the sales teams to support the sales and implementation process and help grow the business
  • Play a key role in building our sales pipeline and supporting sales with Financial Advisors.
  • Collaborate with our National Accounts and Marketing teams to promote and follow up with our industry-wide conferences and events.
  • As a brand ambassador develop strong relationships with External and Internal Wholesalers partnering to support external sales and marketing efforts
  • Qualify advisors through gaining insight on their business model and composition of current clients
  • Support new advisors through the sales and implementation process to drive successful outcomes and a positive experience

Key Skills and Experiences:

  • Professional Expertise.
  • An ability to quickly form and maintain positive and productive relationships.
  • An ability to learn the aspects of the job and understand the objectives of the position.
  • Ability to adapt quickly and positively to change in the financial services industry.
  • Excellent organizational and time-management skills; ability to optimally multitask and handle priorities effectively.
  • Great teammate and collaborator.
  • High standard of professionalism ethics confidentiality and integrity.
  • Strong desire for professional growth and development.
  • Passionate about helping people.
  • Excellent relationship building.
  • Understanding of and passion for the sales process.
  • Ability to handle multiple responsibilities simultaneously.
  • Eager to learn.
  • Self-motivated or Self-starter.
  • Entrepreneurial.
  • Strong phone/video presence.
  • Organizational skills.
  • Solid understanding of retirement plans and retirement plan advisory.
  • Knowledge in using MS Office (Word Powerpoint Outlook Teams) Zoom and an ability to learn and understand Salesforce

Job Requirements:

  • Bachelors Degree required or equivalent financial services/sales related experience
  • FINRA SIE 6 63 and state licensing is preferred but not required. We do encourage obtaining the licenses and will support sponsoring and training you.
  • Strong work ethic high integrity and strong values
  • High degree of self-motivation to achieve success and grow with the team
  • Consultative approach delivering solutions not products to meet needs and get results
  • Excellent listening skills with a natural inclination to focus on Advisor needs coupled with strong presentation and interpersonal skills
  • A growth mindset which is naturally drawn to opportunities innovation new value creation and looks to continuously improve own capabilities.


What motivates you

  • You obsess about customers listen engage and act for their benefit.
  • You think big with curiosity to discover ways to use your agile approach and enable business outcomes.
  • You thrive in teams and enjoy getting things done together.
  • You take ownership and build solutions focusing on what matters.
  • You do what is right work with integrity and speak up.
  • You share your humanity helping us build a diverse and inclusive work environment for everyone.


What can we offer you

  • A competitive salary and benefits packages.
  • A growth trajectory that extends upward and outward encouraging you to follow your passions and learn new skills.
  • A focus on growing your career path with us.
  • Flexible work policies and strong work-life balance.
  • Professional development and leadership opportunities.


Our commitment to you

  • Values-first culture
    We lead with our Values every day and bring them to life together.
  • Boundless opportunity
    We create opportunities to learn and grow at every stage of your career.
  • Continuous innovation
    We invite you to help redefine the future of financial services.
  • Delivering the promise of Diversity Equity and Inclusion
    We foster an inclusive workplace where everyone thrives.
  • Championing Corporate Citizenship
    We build a business that benefits all collaborators and has a positive social and environmental impact.

#LI-JH

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 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 .

Referenced Salary Location

Atlanta Georgia

Working Arrangement

Hybrid

Salary range is expected to be between

$68175.00 USD - $113625.00 USD

If you are applying for this role outside of the primary location please contact for the salary range for your location. 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. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

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.

Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify

Company: John Hancock Life Insurance Company (U.S.A.)

Required Experience:

IC

Work Arrangement - Hybrid within the Atlanta metro areaAs anAdvisor 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 ...
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Key Skills

  • Channel Marketing
  • Accounting Tally
  • CSS
  • Corporate Risk Management
  • Hibernate
  • Brokerage

About Company

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Manulife is a leading financial services group. We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions.

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