Full-Time

Advisor Experience Specialist

Confirmed live in the last 24 hours

Manulife

Manulife

Compensation Overview

$68.2k - $113.6kAnnually

+ Incentive Programs + Incentive Compensation

Entry, Junior

No H1B Sponsorship

Atlanta, GA, USA

Hybrid work arrangement within the Atlanta metro area.

Category
Customer Success Management
Sales & Account Management
Required Skills
Salesforce

You match the following Manulife's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • 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.
Responsibilities
  • 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.
Desired Qualifications
  • Bachelor's 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.

Company Size

N/A

Company Stage

N/A

Total Funding

N/A

Headquarters

null

Founded

N/A

Simplify Jobs

Simplify's Take

What believers are saying

  • Demand for virtual healthcare coverage boosts Manulife's telemedicine insurance products.
  • Cyber insurance demand rises, offering new opportunities for Manulife.
  • Personalized insurance products allow Manulife to offer tailored policies to customers.

What critics are saying

  • Fintech competition challenges Manulife's traditional insurance models.
  • Rising interest rates may negatively impact Manulife's investment portfolio.
  • Climate change increases natural disaster claims, affecting Manulife's underwriting profitability.

What makes Manulife unique

  • Manulife integrates ESG factors into products, aligning with consumer interest in sustainability.
  • The company leverages AI and big data for personalized insurance offerings.
  • Blockchain technology enhances Manulife's transparency and efficiency in claims processing.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401(k) Retirement Plan

401(k) Company Match

Paid Vacation

Paid Sick Leave

Hybrid Work Options

Wellness Program

Mental Health Support

Employee Assistance Plans