Associate Counsel, Advanced Markets jobs in United States
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John Hancock · 10 hours ago

Associate Counsel, Advanced Markets

John Hancock seeks an attorney to join its Advanced Markets team as Associate Counsel. This role partners with sales personnel and distributors to deliver sophisticated planning strategies for clients while ensuring responsible growth and alignment with enterprise risk.

Financial ServicesMedicalSecurity
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Work & Life Balance

Responsibilities

Assist in providing written and verbal support of case inquiries and sales activities across internal and external sales and distribution partners
Assist in researching support for the drafting of new tax/planning strategies and materials (or changes to existing strategies and materials). Includes legal research of all aspects of new strategies and review of materials developed by attorneys and non-attorneys for technical and legal compliance
Present and provide education on key sales concepts and regulatory/legislative changes impacting our industry to our distributors and sales personnel
Participation as Advanced Markets subject matter expert on projects and initiatives crossing multiple business areas (e.g., product development, underwriting initiatives, new markets, etc.)
Assist in tracking and monitoring of emerging and existing sales concepts
Lead research projects/initiatives
Provide assistance with respect to complex legal, regulatory and compliance matters
Monitor legislative, regulatory and industry developments, and provide updates to multiple business areas
Participate in industry conferences, presentations, committees and working groups
Demonstrate an orientation towards developing and maintaining networks and relationships with internal and external partners to facilitate the sale of Life Insurance

Qualification

Juris DoctorLife Insurance expertiseWealth transfer planningLLMCPACFP designationsAnalytical abilitiesMicrosoft Office proficiencyJudgmentNetworking skillsResourcefulnessOutstanding communication skillsWriting skillsProject management skillsNegotiation skillsPresentation skillsDetail-oriented

Required

Juris Doctor (required) with 2-4 years minimum Professional Experience in: Life Insurance or Estate, Income, Tax, or Business Planning
Strong analytical abilities, excellent judgment and outstanding communication skills
Strong writing, editorial, project management, organization and customer service skills
Experience using Microsoft Office products
Highly developed negotiation, influencing and networking skills
Knowledge of life insurance strategies, products, concepts and pricing standards
Strong presentation skills, comfort with presenting at various size audiences and methods (in-person seminars/townhalls, webinars etc.)
Exposure to general principles of taxation and accounting
Must be well organized and detailed in approach, with good follow-through
Ability to work multiple projects with changing deadlines
Ability to effectively balance competing priorities in fast-paced environment
Resourcefulness to shifting demands in an evolving environment
Ability to travel to industry and distributor conferences, meetings, etc

Preferred

LLM, CPA, CFP designations are an asset
Experience with annuities is an asset

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

Company

John Hancock

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John Hancock provides financial solutions, including life insurance, mutual funds, and long-term care insurance.

Funding

Current Stage
Late Stage

Leadership Team

H
Hector Martinez
Head of Insurance
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