Relationship Manager, Longer. Healthier. Better. Network

Manulife•Boston, MA

8d•Hybrid

About The Position

The Advisor Experience team supports John Hancock’s Longer. Healthier. Better. Network (LHBN) by managing and growing relationships with enrolled advisors. The Relationship Manager 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 defined advisor portfolios across the network. The role focuses on ongoing engagement, servicing, and production growth for LHBN members, particularly Founding Members and other active network advisors, through consistent, high-touch relationship management. Acting as an extension of each advisor’s business, the Relationship Manager helps advisors maximize the value of LHBN membership and coordinates with field leaders and internal teams. The role supports the LHBN mission of complementing—not replacing—advisors’ existing BGA, broker-dealer, and firm relationships by delivering a differentiated, concierge-level experience that helps advisors grow their practices and deepen client impact. The position reports to the Director, Advisor Experience and requires travel one to two times per month. The advertised role is an existing vacancy. The position is based in Boston, Massachusetts, with a hybrid working arrangement. The expected salary range is $73,350 to $122,250 USD, with the opportunity to participate in incentive programs tied to business and individual performance. Eligible employees may access customizable health, dental, mental health, vision, disability, life and AD&D, adoption/surrogacy, wellness, retirement savings, and other benefits, along with paid time off and statutory leaves.

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 activity cadence 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.
Ability to travel one to two 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 functions in a matrixed organization.

Responsibilities

Own an assigned book of LHBN advisors and build 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, 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.
Partner 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.
Manage relationship engagement cadence, production and growth support, and data, reporting, and accountability for an assigned advisor portfolio.

Benefits

Customizable health, dental, mental health, and vision benefits.
Short- and long-term disability insurance.
Life and AD&D insurance coverage.
Adoption/surrogacy and wellness benefits.
Employee and 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, and 40 hours of sick time (or more where required by law) each year.
Statutory leaves of absence.
Opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.