Advanced Markets Consultant

Job not on LinkedIn

🔥 0 minutes ago

🏈 Alabama, Arizona, +42 more states – Remote

🏈 Alabama – Remote 🌵 Arizona – Remote 🏄 California – Remote ⛰️ Colorado – Remote 🦌 Connecticut – Remote 🐊 Florida – Remote 🥔 Idaho – Remote 🌽 Illinois – Remote 🌾 Iowa – Remote 🌪️ Kansas – Remote 🐎 Kentucky – Remote ⚜️ Louisiana – Remote 🦞 Maine – Remote 🦬 Montana – Remote 🌾 Nebraska – Remote 🎰 Nevada – Remote 🗻 New Hampshire – Remote 🏖️ New Jersey – Remote 🌶️ New Mexico – Remote 🗽 New York – Remote 🌲 North Carolina – Remote 🌾 North Dakota – Remote 🏈 Ohio – Remote 🌪️ Oklahoma – Remote 🌲 Oregon – Remote 🦀 Maryland – Remote 🍂 Massachusetts – Remote 🚗 Michigan – Remote ❄️ Minnesota – Remote 🎸 Mississippi – Remote 🏰 Missouri – Remote 🔔 Pennsylvania – Remote ⚓ Rhode Island – Remote 🌴 South Carolina – Remote 🗿 South Dakota – Remote 🎸 Tennessee – Remote 🤠 Texas – Remote ⛷️ Utah – Remote 🍁 Vermont – Remote ⚔️ Virginia – Remote ☕ Washington – Remote ⛰️ West Virginia – Remote 🧀 Wisconsin – Remote 🦬 Wyoming – Remote

💵 $128.6k - $222.8k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💼 Consultant

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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Manulife

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1887

🏥 Healthcare

💸 Finance

🛡️ Insurance

💰 $1.2G Post-IPO Debt on 2023-03

Healthcare • Finance • Insurance

Manulife is a leading international financial services group based in Canada, offering a range of insurance and wealth management products to customers across North America, Asia, and Europe. The company is dedicated to helping people with their financial and healthcare needs through innovative solutions in insurance, investment, and retirement planning. Manulife is notable for its commitment to sustainability, diversity, equity, and inclusion. It has been recognized as one of Canada’s Top 100 Employers, demonstrating its dedication to creating a supportive and diverse workplace. With operations spanning numerous countries, Manulife is committed to delivering strong financial performance and customer satisfaction.

📋 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 levels of expertise • Review 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 to facilitate appropriate outcomes • Communicate recommendations and decisions effectively while maintaining stakeholder relationships • Develop and deliver educational content on life insurance planning strategies, 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 • Serve as a strategic sales partner while providing oversight and risk management for complex planning concepts and sales strategies

🎯 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 • 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% • Advanced degree or professional designation preferred, including J.D., LL.M., MBA, CPA, CFA, CFP, CLU, or ChFc

🏖️ Benefits

• Incentive programs and incentive compensation tied to business and individual performance • 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 • 3 personal days • 150 hours of vacation • 40 hours of sick time, or more where required by law • Statutory leaves of absence • Remote work arrangement • Flexible environment supporting well-being and inclusion • Learning and career growth support