Advisor Experience Specialist

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

Hybrid - Atlanta, Georgia, United States

Aug 24, 2026

$42,000 - $70,000/year

Work Arrangement - Hybrid within the Atlanta metro area

As anAdvisor Experience Specialist 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 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 the implementation to ensure a positive outcome for the financial advisor .

Key Accountabilities:

• 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

Key Skills and Experiences:

• Professional Expertise.
• 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.
• 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

Job Requirements:

• 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
• 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.

What motivates you?

• You obsess about customers, listen, engage and act for their benefit.
• You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.
• You thrive in teams and enjoy getting things done together.
• You take ownership and build solutions, focusing on what matters.
• You do what is right, work with integrity and speak up.
• You share your humanity, helping us build a diverse and inclusive work environment for everyone.

What can we offer you?

• A competitive salary and benefits packages.
• A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.
• A focus on growing your career path with us.
• Flexible work policies and strong work-life balance.
• Professional development and leadership opportunities.

Our commitment to you

• Values-first culture
  We lead with our Values every day and bring them to life together.
• Boundless opportunity
  We create opportunities to learn and grow at every stage of your career.
• Continuous innovation
  We invite you to help redefine the future of financial services.
• Delivering the promise of Diversity, Equity and Inclusion
  We foster an inclusive workplace where everyone thrives.
• Championing Corporate Citizenship
  We build a business that benefits all collaborators and has a positive social and environmental impact.

#LI-JH

The role being advertised is an existing vacancy.

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [e-mail] .

Referenced Salary Location

Atlanta, Georgia

Working Arrangement

Hybrid

Salary range is expected to be between

$42,000.00 USD - $70,000.00 USD

Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact [e-mail] for the salary range for your location.

Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including 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. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes 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, and we offer the full range of statutory leaves of absence.

We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement .

Company: John Hancock Life Insurance Company (U.S.A.)

Manulife is a global financial services leader, providing innovative solutions to improve customer decisions and lives, with extensive operations and a vast client base worldwide.