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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in relationship management and advisor engagement within the life insurance and financial services sectors, leveraging strong communication skills and proficiency in Salesforce for effective pipeline tracking and support.
Highest-signal resume keywords
Relationship ManagementLife Insurance Sales ProcessesSalesforce ProficiencyFINRA Series 6 & 63 or Series 7High-Touch Consultative Approach
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Life Insurance Sales ProcessesCase DesignProducer/Advisor WorkflowsMetrics ReportingCross-Selling Strategies
Soft Skills
Excellent Verbal CommunicationExcellent Written CommunicationHighly OrganizedStrong Follow-Through
Tools & Technologies
SalesforceCRM Platforms
Certifications & Qualifications
FINRA Series 6FINRA Series 63FINRA Series 7State Life LicenseState Health License
Industry Keywords
Financial ServicesLife InsuranceAdvisor EngagementConsultative RelationshipWellness-Integrated Insurance Products
About the role
Key responsibilities & impact- Manage and grow relationships with enrolled advisors in John Hancock’s Longer. Healthier. Better. Network
- Own the direct, ongoing relationship with an assigned book of LHBN advisors
- Drive advisor engagement, loyalty, trust, servicing, and production growth through consistent high-touch touchpoints
- Provide case consultation, product positioning, and strategic practice-planning support
- Identify and act on cross-sell and production growth opportunities
- Proactively flag advisors at risk of falling below LHBN qualification thresholds
- Support advisors through certification, activation, and Vitality PRO registration
- Coordinate with MDDs, RVPs/RDs, NAVPs, Marketing, Legal/Compliance, New Business, Underwriting, and inforce teams
- Maintain accurate engagement documentation and metrics reporting in Salesforce
- Use data to inform execution and advisor support
- Support the LHBN mission of complementing, not replacing, advisors’ existing BGA, broker-dealer, and firm relationships
Requirements
What you’ll need- 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
- Proficiency with Salesforce or comparable CRM platforms for pipeline and relationship tracking
- Highly organized, with strong follow-through and ability to manage a defined cadence 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: experience supporting an exclusive or invitation-only advisor/producer network, loyalty program, or incentive-based membership model
- Preferred: familiarity with John Hancock Vitality PRO or wellness-integrated insurance products
- Preferred: experience collaborating across Sales, Marketing, Legal/Compliance, New Business, Underwriting, and Distribution functions in a matrixed organization
Benefits
Comp & perks- Flexible environment supporting well-being and inclusion
- Health insurance
- Dental insurance
- Mental health benefits
- Vision insurance
- Short- and long-term disability insurance
- Life and AD&D insurance coverage
- Adoption/surrogacy benefits
- Wellness benefits
- Employee/family assistance plans
- Retirement savings plans, including pension/401(k) savings plans
- Global share ownership plan with employer matching contributions
- Financial education and counseling resources
- Up to 11 paid holidays annually in the U.S.
- 3 personal days annually in the U.S.
- 150 hours of vacation annually in the U.S.
- 40 hours of sick time annually in the U.S., or more where required by law
- Statutory leaves of absence
- Incentive compensation tied to business and individual performance