Associate Counsel, Advanced Markets
Manulife
full-time
Posted on:
Location Type: Remote
Location: Illinois • Maine • United States
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Salary
💰 $128,550 - $222,820 per year
About the role
- Assist in providing written and verbal support of case inquiries and sales activities across internal and external sales and distribution partners
- Promotion and education of life insurance strategies to facilitate wealth transfer planning, business planning, charitable planning and the related tax issues
- Assist in researching support for the drafting of new tax/planning strategies and materials (or changes to existing strategies and materials)
- Present and provide education on key sales concepts and regulatory/legislative changes impacting our industry to 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
Requirements
- 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
Benefits
- health, dental, mental health, vision insurance
- short- and long-term disability insurance
- life and AD&D insurance coverage
- adoption/surrogacy and wellness benefits
- employee/family assistance plans
- retirement savings plans (including pension/401(k) savings plans)
- global share ownership plan with employer matching contributions
- generous paid time off (up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time)
- full range of statutory leaves of absence
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Juris DoctorLLMCPACFPlife insurance strategiestax planningbusiness planningannuity experienceregulatory complianceproject management
Soft Skills
analytical abilitiesexcellent judgmentcommunication skillswriting skillsorganizational skillscustomer service skillsnegotiation skillsinfluencing skillsnetworking skillsresourcefulness
Certifications
Juris DoctorLLMCPACFP