Advisor Experience Partner — Growth & Relationships

Manulife; Atlanta (GA); Hybrid; USD 42,000 - 70,000; Full time

Job summary

Manulife in Atlanta is hiring an Advisor Experience Specialist to develop, deepen, and manage relationships with Financial Advisors and TPA partners. Success depends on personable, detail-oriented work and goal-driven performance.

You will enable the sales process by handling implementation and coordinating with home office and partners, ensuring positive outcomes for advisors and clients.

Qualifications

• Bachelor's Degree required or equivalent financial services/sales related experience.
• 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.
• Strong work ethic, high integrity, and strong values.

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

Skills

Relationship building

Sales process

Phone/video presence

Time management

Interpersonal skills

Professionalism

Growth mindset

Self-motivation

Education

Bachelor's Degree

FINRA SIE (preferred)

State licensing (preferred)

Tools

MS Office (Word, PowerPoint, Outlook, Teams)

Salesforce

Zoom

Job description

Manulife in Atlanta is hiring an Advisor Experience Specialist to develop, deepen, and manage relationships with Financial Advisors and TPA partners. Success depends on personable, detail-oriented work and goal-driven performance.

You will enable the sales process by handling implementation and coordinating with home office and partners, ensuring positive outcomes for advisors and clients.