Relationship Manager, Longer. Healthier. Better. Network

John Hancock; Boston (MA); Hybrid; USD 73,000 - 122,000; Full time

Job summary

John Hancock’s Advisor Experience team in Boston is seeking a Relationship Manager for LHBN. You will own a defined portfolio of LHBN advisors, drive engagement, and coordinate with MDDs, RVPs/RDs, NAVPs, and underwriting to deliver a concierge-level experience.

This role requires 3+ years in relationship management, a bachelor's degree, Salesforce experience, and FINRA licenses, with travel 1-2 times per month. The position is hybrid.

Qualifications

• 3+ years in relationship management, wholesaling, sales support, or advisor-facing roles in finance.
• Strong understanding of life insurance processes and advisor workflows.
• High-trust communication with advisors and internal stakeholders.

Responsibilities

• Own advisor relationship management and engagement cadence for an assigned LHBN book.
• Support production growth with cross-sell identification and risk monitoring.
• Maintain Salesforce documentation and produce regular reporting.
• Act as the dedicated relationship owner to drive engagement, loyalty, and trust.
• Provide case consultation, product positioning, and strategic planning support.
• Identify cross-sell opportunities and flag at-risk advisors for intervention.
• Support advisors through certification, activation, and Vitality PRO registration.
• Collaborate with MDDs, RVPs/RDs, NAVPs, Marketing, Legal/Compliance, New Business, and Underwriting.

Skills

Relationship management

Excellent communication

Sales support

CRM proficiency

Education

Bachelor’s degree or equivalent

FINRA Series 6/63 or 7 licenses

Tools

Salesforce

Job description

The Advisor Experience team supports John Hancock’s Longer. Healthier. Better. Network (LHBN) by managing and growing relationships with enrolled advisors. The Relationship Manager, LHB Network reports to the Director, Advisor Experience and is distinct from field leadership roles (MDDs, RVPs/RDs, NAVPs) in that it 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 to defined advisor portfolios across the network.

The primary purpose of this role is to drive ongoing engagement, servicing, and production growth for LHBN members with particular focus on Founding Members and other active network advisors, through consistent, high-touch relationship management. The Relationship Manager acts as an extension of the advisor’s business, helping them maximize the value of LHBN membership while coordinating with MDDs, RVPs/RDs, NAVPs, New Business, Underwriting, and inforce teams. This role directly supports the LHBN mission of complementing not replacing advisors’ existing BGA, broker-dealer, and firm relationships, delivering a differentiated, concierge-level experience that helps advisors grow their practice and deepen client impact.

Position Responsibilities

• Advisor relationship management and engagement cadence (serving as dedicated owner for an assigned book of LHBN advisors) — 40%
• Production and growth support, including cross-sell identification and qualification-risk monitoring — 25%
• Data, reporting, and accountability (Salesforce documentation and metrics reporting) — 15%
• Serve as the dedicated relationship owner for an assigned book of LHBN advisors, driving engagement, loyalty, and trust through a consistent cadence of touchpoints.
• Serve as the dedicated relationship owner for an assigned book of LHBN advisors, driving 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, proactively flagging advisors at risk of falling below LHBN qualification thresholds.
• Support advisors through certification, activation, and Vitality PRO registration to help them realize full membership value.
• Partner cross-functionally 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.

Required Qualifications

• 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, with the ability to build trust and credibility with advisors and internal stakeholders.
• Proficiency with Salesforce (SF) or comparable CRM platforms for pipeline and relationship tracking.
• Highly organized, with strong follow-through and the ability to manage a defined cadence of activity 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 Qualifications

• 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.

When You Join Our Team

• We’ll empower you to learn and grow the career you want.
• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
• As part of our global team, we’ll support you in shaping the future you want to see.

The role being advertised is an existing vacancy.

About Manulife And John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.

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

Boston, Massachusetts

Working Arrangement

Hybrid

Salary range is expected to be between

$73,350.00 USD - $122,250.00 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.

Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify

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