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Manulife · 1 day ago

Director, Advisor Experience

United States

Full-time

Remote

Senior Level, Lead/Staff

$129K/yr - $223K/yr

10+ years exp

Manulife is a leading international financial services provider, and they are seeking a Director of Advisor Experience. This role will lead the design, delivery, and optimization of service and sales enablement platforms to support John Hancock’s network of producers.

FinanceFinancial ExchangesFinancial Services

Responsibilities

Align clients with wholesaler support models to ensure seamless engagement and service

Track certifications and ongoing CE requirements to maintain compliance and readiness

Translate sales strategies into impactful, easy-to-use playbooks that simplify wellness and longevity planning for producers and customers

Partner with Behavioral Insurance team to support events and advance external training programs

Collaborate with IT and New Business teams to deliver a frictionless selling and buying experience

Advance producer awards and offerings based on producer interaction and advisory feedback

Deliver white-glove service across the network, defining service metrics and staffing models for consistent, high-quality producer experience

Partner with sales and people leaders to align support models, including: Dedicated wholesaler support, Vitality Personal Consultants (VPCs), Concierge for inforce and underwriting, Product intelligence and competitive services support, Advanced Markets Attorneys and Dedicated Consultants

Deploy and integrate enablement technologies including CRM, Seismic learning, JHINI, Vitality Pro, and AI tools

Ensure producers have access to turnkey resources (seminars, campaigns, presentations)

Contribute to LHBN version of the Vitality Pro platform to support engagement and performance tracking, by partnering with the producer owner to advance experience

Design and deliver exclusive training programs and track certifications, including: Vitality Certification and recertification checkpoints, Build the Chartered Longevity Planner program (in partnership with a third party industry association)

Collaborate with dedicated trainers to ensure content aligns with network goals and producer needs

Help to define and manage the reward platform, including: Tiered compensation and bonus structures, Recognition trips and experiential incentives, Discounts and exclusive product offerings

Explore cost models and options to build long-term retention benefits

Work with Product teams to launch transnational products and ensure adoption and sales plans are realized

Support go-to-market strategies and onboarding of mission-aligned producers and partner firms

Qualification

Life insurance distributionAdvisor support platformsProject managementIndependent distributionProducer engagement modelsSales enablementSeries 6 licenseSeries 26 licensePassion for wellnessCross-functional leadership

Required

10+ years in life insurance distribution, sales enablement, or service operations

Proven experience building and scaling advisor support platforms

Strong understanding of independent distribution, IMO/MLM structures, and producer engagement models

Exceptional cross-functional leadership and project management skills

Passion for life insurance, wellness, longevity, and purpose-driven sales

Licensing Requirements: Series 6 and Series 26 licenses are required for this role. Life & Health and/or Series 63 licensing may be required in the future, subject to evolving business needs

Benefits

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

Various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions)

Financial education and counseling resources

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

Full range of statutory leaves of absence