Advisor Experience Specialist

Manulife•Atlanta, GA

16h•Hybrid

About The Position

As an Advisor Experience Specialist, you will work to develop, maintain, and deepen relationships with our Financial Advisor and TPA partners. To be successful in this role, you will be personable, detail-oriented, and motivated by achieving and exceeding goals. You must have the ability to develop relationships to interact directly with top retirement plan advisors and consultants, home office and outside business partners. You must have the ability and creativity to support the sales process with the successful completion of implementation paperwork and oversee the implementation to ensure a positive outcome for the financial advisor.

Requirements

Bachelor's Degree required or equivalent financial services/sales related experience
Strong work ethic, high integrity, and strong values
High degree of self-motivation to achieve success and grow with the team
Consultative approach, delivering solutions, not products, to meet needs and get results
Excellent listening skills with a natural inclination to focus on Advisor needs coupled with strong presentation and interpersonal skills
A growth mindset, which is naturally drawn to opportunities, innovation, new value creation, and looks to continuously improve own capabilities.

Nice To Haves

FINRA SIE, 6, 63 and state licensing is preferred, but not required. We do encourage obtaining the licenses and will support sponsoring and training you.
An ability to quickly form and maintain positive and productive relationships.
An ability to learn the aspects of the job and understand the objectives of the position.
Ability to adapt quickly and positively to change in the financial services industry.
Excellent organizational and time-management skills; ability to optimally multitask and handle priorities effectively.
Great teammate and collaborator.
High standard of professionalism, ethics, confidentiality, and integrity.
Strong desire for professional growth and development.
Passionate about helping people.
Excellent relationship building.
Understanding of and passion for the sales process.
Ability to handle multiple responsibilities simultaneously.
Eager to learn.
Self-motivated or Self-starter.
Entrepreneurial.
Strong phone/video presence.
Organizational skills.
Solid understanding of retirement plans and retirement plan advisory.
Knowledge in using MS Office (Word, Powerpoint, Outlook, Teams), Zoom and an ability to learn and understand Salesforce

Responsibilities

Supports and works as a key member of the sales teams to support the sales and implementation process and help grow the business
Play a key role in building our sales pipeline and supporting sales with Financial Advisors.
Collaborate with our National Accounts and Marketing teams to promote and follow up with our industry-wide conferences and events.
As a brand ambassador, develop strong relationships with External and Internal Wholesalers, partnering to support external sales and marketing efforts
Qualify advisors through gaining insight on their business model and composition of current clients
Support new advisors through the sales and implementation process to drive successful outcomes and a positive experience

Benefits

health
dental
mental health
vision
short- and long-term disability
life and AD&D insurance coverage
adoption/surrogacy and wellness benefits
employee/family assistance plans
retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions)
financial education and counseling resources
up to 11 paid holidays
3 personal days
150 hours of vacation
40 hours of sick time