Advanced Markets Consultant

Job not on LinkedIn

🔥 0 minutes ago

🍂 Massachusetts – Remote

🍂 Massachusetts – Remote

💵 $128.6k - $222.8k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💼 Consultant

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Manulife

WebsiteLinkedInAll Job Openings

10,000+ employees

🛡️ Insurance

💸 Finance

Insurance • Finance

Manulife is a multinational Canadian financial services company focused on insurance and wealth management. It describes itself as making decisions easier and lives better through life and health protection, retirement and investment solutions, and a global footprint including brands such as John Hancock in the U. S. ; the company emphasizes digital innovation, AI, sustainability and inclusive growth while offering career and customer services worldwide.

📋 Description

• 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 consultative problem solving • Translate highly technical concepts into clear, actionable guidance for audiences with varying expertise • Participate in reviews of complex planning strategies, premium finance opportunities, and other advanced market concepts • Evaluate proposed strategies within the company’s legal, compliance, and risk management framework • Collaborate with underwriting, legal, compliance, operations, and sales partners • Communicate recommendations and decisions while maintaining stakeholder relationships • Develop and deliver educational content on life insurance planning, premium finance, tax developments, estate planning trends, and regulatory changes • Present to distributors, producer groups, conferences, webinars, and internal audiences • Serve as a subject matter expert on emerging planning opportunities and industry developments • Share field intelligence and market insights to support business growth, product positioning, and strategic initiatives

🎯 Requirements

• Bachelor’s degree required • 5-7+ years of experience in life insurance or financial services, focused on advanced markets, premium finance, estate planning, business planning, or related financial services disciplines • Advanced degree or professional designation preferred (J.D., LL.M., MBA, CPA, CFA, CFP, CLU, or ChFc) • Strong knowledge of the life insurance industry, products, sales strategies, and 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 • Exceptional communication and presentation skills • Ability to explain complex concepts in a practical and business-oriented manner • Demonstrated ability to establish credibility and influence with internal and external stakeholders • Strong analytical, problem-solving, and decision-making skills • Willingness to travel to industry and distributor conferences and meetings, approximately 10%

🏖️ Benefits

• Incentive programs and incentive compensation tied to business and individual performance • Flexible environment supporting learning, career growth, well-being, and inclusion • Health insurance • Dental insurance • Mental health benefits • Vision insurance • Short- and long-term disability insurance • Life and AD&D insurance coverage • Adoption/surrogacy benefits • Wellness benefits • Employee/family assistance plans • Retirement savings plans, including pension/401(k) savings plans • Global share ownership plan with employer matching contributions • Financial education and counseling resources • Up to 11 paid holidays annually • 3 personal days annually • 150 hours of vacation annually • 40 hours of sick time annually, or more where required by law • Statutory leaves of absence