Associate Counsel, Advanced Markets

John Hancock seeks a seeks an attorney to join its Advanced Markets team as Associate Counsel. This dynamic role partners with sales personnel and distributors to deliver sophisticated planning strategies for clients. You will join a team of attorneys and consultants who are instrumental in expanding sales and marketing opportunities while ensuring responsible growth and alignment with enterprise risk.

The Associate Counsel role provides guidance and support to product sales in advanced planning concepts across a multi-channel distribution network. With knowledge and practical experience in the areas of wealth transfer planning, business succession planning, charitable planning and related tax issues. This position also partners closely with advanced markets consultants, product, marketing, compliance, sales leadership, and operations to enable growth, manage regulatory risk, and advance strategic initiatives.

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Position Responsibilities:

• Case Consultation: Assist in providing written and verbal support of case inquiries and sales activities across internal and external sales and distribution partners. Includes promotion and education of life insurance strategies to facilitate wealth transfer planning, business planning, charitable planning and the related tax issues.

• Advanced Markets Promotional and Educational Materials: 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

• Presentation of Key Sales and Planning Concepts to Distributors: Present and provide education on key sales concepts and regulatory/legislative changes impacting our industry to our distributors and sales personnel. May require some travel to present at conferences, study-groups, small producer groups and one-on-one meetings and presentation through telephone and web-based conferences.

• Subject Matter Expertise: Participation as Advanced Markets subject matter expert on projects and initiatives crossing multiple business areas (e.g., product development, underwriting initiatives, new markets, etc.)

Other responsibilities:

• 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

• Professional networking – demonstrate an orientation towards developing and maintaining networks and relationships with internal and external partners to facilitate the sale of Life Insurance.

Required Qualifications:

• Juris Doctor (required) with 2-4 years minimum Professional Experience in: Life Insurance or Estate, Income, Tax, or Business Planning

• LLM, CPA, CFP designations are an asset

• Experience with annuities is an asset

• 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.

When you join our team:

• We’ll empower you to learn and grow the career you want. 

• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words. 

• As part of our global team, we’ll support you in shaping the future you want to see.

#LI-JH

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected].

Referenced Salary Location

Salary range is expected to be between

If you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including 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. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our 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, and we offer the full range of statutory leaves of absence.

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