Relationship Manager, Longer. Healthier. Better. Network

The Advisor Experience team supports John Hancock’s Longer. Healthier. Better. Network (LHBN) by managing and growing relationships with enrolled advisors. The Relationship Manager, LHB Network reports to the Director, Advisor Experience and is distinct from field leadership roles (MDDs, RVPs/RDs, NAVPs) in that it owns the direct, ongoing relationship with an assigned book of LHBN advisors rather than territory recruitment or sales leadership. This is a multi-incumbent role, with Relationship Managers assigned to defined advisor portfolios across the network.

The primary purpose of this role is to drive ongoing engagement, servicing, and production growth for LHBN members with particular focus on Founding Members and other active network advisors, through consistent, high-touch relationship management. The Relationship Manager acts as an extension of the advisor’s business, helping them maximize the value of LHBN membership while coordinating with MDDs, RVPs/RDs, NAVPs, New Business, Underwriting, and inforce teams. This role directly supports the LHBN mission of complementing not replacing advisors’ existing BGA, broker-dealer, and firm relationships, delivering a differentiated, concierge-level experience that helps advisors grow their practice and deepen client impact.

Position Responsibilities:

• Advisor relationship management and engagement cadence (serving as dedicated owner for an assigned book of LHBN advisors) — 40%

• Production and growth support, including cross-sell identification and qualification-risk monitoring — 25%

• Data, reporting, and accountability (Salesforce documentation and metrics reporting) — 15%

• Serve as the dedicated relationship owner for an assigned book of LHBN advisors, driving engagement, loyalty, and trust through a consistent cadence of touchpoints.

• Serve as the dedicated relationship owner for an assigned book of LHBN advisors, driving engagement, loyalty, and trust through a consistent cadence of touchpoints.

• Provide case consultation, product positioning, and strategic practice-planning support tailored to each advisor’s business.

• Identify and act on cross-sell and production growth opportunities, proactively flagging advisors at risk of falling below LHBN qualification thresholds.

• Support advisors through certification, activation, and Vitality PRO registration to help them realize full membership value.

• Partner cross-functionally with MDDs, RVPs/RDs, NAVPs, Marketing, Legal/Compliance, New Business, and Underwriting to deliver a unified, compliant advisor experience.

• Maintain accurate engagement documentation and reporting in Salesforce, using data to inform execution and advisor support.

Required Qualifications :

• Bachelor’s degree or equivalent relevant experience.

• 3+ years of experience in relationship management, wholesaling, sales support, or advisor-facing roles within life insurance, financial services, or a related industry.

• Strong understanding of life insurance sales processes, illustrations, case design, and producer/advisor workflows.

• Demonstrated ability to manage a book of business with a high-touch, consultative relationship approach.

• Excellent verbal and written communication skills, with the ability to build trust and credibility with advisors and internal stakeholders.

• Proficiency with Salesforce (SF) or comparable CRM platforms for pipeline and relationship tracking.

• Highly organized, with strong follow-through and the ability to manage a defined cadence of activity across a large advisor portfolio.

• FINRA Series 6 & 63 or Series 7, and appropriate state life and health licenses (or ability to obtain within required timeframes).

• Travel required 1-2 times per month.

Preferred Qualifications:

• Experience supporting an exclusive or invitation-only advisor/producer network, loyalty program, or incentive-based membership model.

• Familiarity with John Hancock Vitality PRO or wellness-integrated insurance products.

• Experience collaborating across Sales, Marketing, Legal/Compliance, New Business, Underwriting, and Distribution functions in a matrixed organization.

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

The role being advertised is an existing vacancy.

Acerca de Manulife y John Hancock

Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite http://www.manulife.com .

Manulife es un empleador que ofrece igualdad de oportunidades

En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.

Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a [email protected] .

Ubicación principal

Boston, Massachusetts

Modalidades de Trabajo

Híbrido

Se prevé que el rango salarial esté entre

$73,350.00 USD - $122,250.00 USD

Los empleados también tienen la oportunidad de participar en programas de incentivos y recibir una compensación vinculada al rendimiento empresarial e individual. El salario real variará según las condiciones del mercado local, la geografía y factores relacionados con el puesto como conocimientos, habilidades, requerimientos, experiencia y educación/formación. Si solicitas este puesto fuera de tu ubicación principal, por favor escríbenos a [email protected] para conocer el rango salarial correspondiente a tu ubicación.

Manulife/John Hancock ofrece a los empleados aptos una amplia variedad de beneficios personalizables, entre ellos, beneficios de salud, odontológicos, de salud mental, oftalmológicos, por discapacidad a corto y a largo plazo, cobertura de seguro de vida y por muerte accidental y desmembramiento, adopción/subrogación y bienestar, y planes de asistencia al empleado/familiar. También ofrecemos a los empleados admisibles varios planes de ahorro para la jubilación (incluidos planes de ahorro 401(k) o de pensiones y un plan mundial de propiedad de acciones con contribuciones equivalentes del empleador) y recursos de asesoramiento y educación financiera. Nuestro generoso programa de días libres pagos en EE. UU. contempla hasta 11 días festivos, 3 días personales, 150 horas de vacaciones y 40 horas de licencia por enfermedad (o más cuando lo exija la ley) por año, y ofrecemos todos los tipos de licencias contempladas por la ley.

We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement (https://careers.manulife.com/global/en/talentacquisitionprivacystatement) .

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Company: John Hancock Life Insurance Company (U.S.A.)