Relationship Manager, Longer. Healthier. Better. Network

Manulife • Boston, MA

10d • $73,350 - $122,250 • Hybrid

About The Position

The Relationship Manager, Longer. Healthier. Better. Network (LHBN), is part of John Hancock’s Advisor Experience team and reports to the Director, Advisor Experience. This multi-incumbent role owns the direct, ongoing relationship with an assigned portfolio of LHBN advisors, rather than territory recruitment or sales leadership. The role focuses on engagement, servicing, and production growth, particularly for Founding Members and other active network advisors.

Acting as an extension of each advisor’s business, the Relationship Manager helps advisors maximize LHBN membership through consistent, high-touch, consultative support and coordinates with internal teams to deliver a differentiated, concierge-level experience. The role complements—not replaces—advisors’ existing BGA, broker-dealer, and firm relationships, supporting their practice growth and client impact.

Requirements

• Bachelor’s degree or equivalent relevant experience.
• At least 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 using 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 or comparable CRM platforms for pipeline and relationship tracking.
• Strong organization and follow-through, with the ability to manage a defined cadence of activity across a large advisor portfolio.
• FINRA Series 6 and 63 or Series 7, and appropriate state life and health licenses, or ability to obtain them within required timeframes.
• Travel 1–2 times per month.

Nice To Haves

• 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 in a matrixed organization.

Responsibilities

• Own an assigned book of LHBN advisors and build engagement, loyalty, and trust through consistent relationship touchpoints.
• Provide case consultation, product positioning, and strategic practice-planning support tailored to each advisor’s business.
• Identify cross-sell and production growth opportunities, and proactively flag advisors at risk of falling below LHBN qualification thresholds.
• Support advisors through certification, activation, and Vitality PRO registration so they can realize the full value of membership.
• Coordinate 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 guide execution and advisor support.

Benefits

• Customizable 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.
• Retirement savings plans, including pension and 401(k) savings plans, and a global share ownership plan with employer matching contributions.
• Financial education and counseling resources.
• Paid time off, including up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time each year, or more where required by law.
• Statutory leaves of absence.
• Incentive programs with compensation tied to business and individual performance.
• Flexible work environment with support for well-being and inclusion.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level