Advisor Experience Specialist

Hybrid
- Atlanta, Georgia, United States

Aug 24, 2026

$42,000 - $70,000/year

Work Arrangement
- Hybrid within the Atlanta metro area

As an Advisor 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…