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Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better.
Associate Counsel, Advanced Markets
Location
Illinois + 3 moreAll locations: Illinois | Maine | New Jersey | Massachusetts
Posted
72 days ago
Salary
$128.6K - $222.8K / year
Seniority
Mid Level
Job Description
Associate Counsel, Advanced Markets
Manulife
• Assist in providing written and verbal support of case inquiries and sales activities across internal and external sales and distribution partners • Includes promotion and education of life insurance strategies to facilitate wealth transfer planning, business planning, charitable planning and the related tax issues • Assist in researching support for the drafting of new tax/planning strategies and materials (or changes to existing strategies and materials) • Includes legal research of all aspects of new strategies and review of materials developed by attorneys and non-attorneys for technical and legal compliance • Present and provide education on key sales concepts and regulatory/legislative changes impacting our industry to our distributors and sales personnel • May require some travel to present at conferences, study-groups, small producer groups and one-on-one meetings and presentation through telephone and web-based conferences • Participate as Advanced Markets subject matter expert on projects and initiatives crossing multiple business areas (e.g., product development, underwriting initiatives, new markets, etc.) • Assist in tracking and monitoring of emerging and existing sales concepts • Lead research projects/initiatives • Provide assistance with respect to complex legal, regulatory and compliance matters • Monitor legislative, regulatory and industry developments, and provide updates to multiple business areas • Participate in industry conferences, presentations, committees and working groups • Demonstrate an orientation towards developing and maintaining networks and relationships with internal and external partners to facilitate the sale of Life Insurance.
Job Requirements
- Juris Doctor (required)
- 2-4 years minimum experience in Life Insurance or Estate, Income, Tax, or Business Planning
- LLM, CPA, CFP designations are an asset
- Experience with annuities is an asset
- Strong analytical abilities
- Excellent judgment and outstanding communication skills
- Strong writing, editorial, project management, organization and customer service skills
- Experience using Microsoft Office products
- Highly developed negotiation, influencing, and networking skills
- Knowledge of life insurance strategies, products, concepts, and pricing standards
- Strong presentation skills, comfort with presenting at various size audiences (in-person seminars/townhalls, webinars etc.)
- Exposure to general principles of taxation and accounting
- Well organized and detailed in approach, with good follow-through
- Ability to work on multiple projects with changing deadlines
- Ability to effectively balance competing priorities in fast-paced environment
- Resourcefulness to shifting demands in evolving environment
- Ability to travel to industry and distributor conferences, meetings, etc.
Benefits
- Health insurance
- Dental insurance
- Mental health benefits
- Vision insurance
- Short- and long-term disability insurance
- Life insurance and AD&D 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
- Paid time off including up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more)
- Statutory leaves of absence
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