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Manulife Financial

Director, Advisor Experience

Manulife Financial, Oklahoma City, Oklahoma, United States

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The Director of Advisor Experience will lead the design, delivery, and optimization of service and sales enablement platforms that support John Hancock’s network of producers—a strategic initiative to build a committed network of agents who champion wellness and longevity planning.

This role ensures top-tier support, training, and engagement tools are in place to drive producer performance, retention, and customer value while making wellness solutions accessible and easily transferrable to end customers.

Position Responsibilities Producer & Wholesaler Enablement

Align clients with wholesaler support models to ensure seamless engagement and service.

Track certifications and ongoing CE requirements to maintain compliance and readiness.

Translate sales strategies into impactful, easy‑to‑use playbooks that simplify wellness and longevity planning for producers and customers.

Partner with Behavioral Insurance team to support events and advance external training programs.

Collaborate with IT and New Business teams to deliver a frictionless selling and buying experience.

Advance producer awards and offerings based on producer interaction and advisory feedback.

Service Infrastructure & Experience

Deliver white‑glove service across the network, defining service metrics and staffing models for consistent, high‑quality producer experience.

Partner with sales and people leaders to align support models, including:

Dedicated wholesaler support

Vitality Personal Consultants (VPCs)

Concierge for inforce and underwriting

Product intelligence and competitive services support

Advanced Markets Attorneys and Dedicated Consultants

Enablement & Technology

Deploy and integrate enablement technologies including CRM, Seismic learning, JHINI, Vitality Pro, and AI tools.

Ensure producers have access to turnkey resources (seminars, campaigns, presentations).

Contribute to LHBN version of the Vitality Pro platform to support engagement and performance tracking, by partnering with the producer owner to advance experience.

Design and deliver exclusive training programs and track certifications, including:

Vitality Certification and recertification checkpoints

Build the Chartered Longevity Planner program (in partnership with a third party industry association)

Collaborate with dedicated trainers to ensure content aligns with network goals and producer needs.

Incentives & Recognition

Help to define and manage the reward platform, including:

Tiered compensation and bonus structures

Recognition trips and experiential incentives

Discounts and exclusive product offerings

Explore cost models and options to build long‑term retention benefits

Product & Market Expansion

Work with Product teams to launch transnational products and ensure adoption and sales plans are realized.

Support go‑to‑market strategies and onboarding of mission‑aligned producers and partner firms.

Required Qualifications

10+ years in life insurance distribution, sales enablement, or service operations.

Proven experience building and scaling advisor support platforms.

Strong understanding of independent distribution, IMO/MLM structures, and producer engagement models.

Exceptional cross‑functional leadership and project management skills.

Passion for life insurance, wellness, longevity, and purpose‑driven sales.

Licensing Requirements:

Series 6

and

Series 26

licenses are required for this role.

Life & Health

and/or

Series 63

licensing may be required in the future, subject to evolving business needs.

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.

關於宏利和恒康 宏利金融公司是一家業界領先的國際金融服務商,致力於幫助人們實現「輕鬆投資理財,樂享豐盛人生」。若要進一步了解我們,請瀏覽 https://www.manulifeim.com/institutional/tw/en.

宏利是平等機會僱主 在宏利/恒康,我們擁抱多元。我們致力於吸引、培養及挽留和所服務客戶同樣多元的員工,並從而營造包容的工作環境,接納文化和個體差異。我們矢志維持公平的招聘、挽留、晉升及薪酬制度,我們管理的所有實踐及項目不會因種族、血統、原籍地、膚色、族裔、國籍、宗教或宗教信仰、信仰、性別(包括懷孕及其相關情況)、性取向、遺傳特徵、退伍軍人身份、性別認同、性別表達、年齡、婚姻狀況、家庭狀況、殘疾或受適用法律保護的任何其他因素而區別對待。

我們的首要任務是消除障礙,為員工提供平等就業機會。人力資源部代表將盡力為應徵過程中提出要求的申請人提供合理協助。申請人要求提供協助所分享的信息將會按照適用法律及宏利/恒康政策儲存及使用。應徵過程中如需協助,請聯絡 recruitment@manulife.com。

Referenced Salary Location 美國, 麻薩諸塞州 全職遠端工作

Working Arrangement 遠端工作

Salary range is expected to be between $128,550.00 USD - $222,820.00 USD

If you are applying for this role outside of the primary location, please contact recruitment@manulife.com for the salary range for your location. 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. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

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.

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.)

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