Manulife · 1 day ago
Associate Counsel, Advanced Markets
United States
Full-time
Remote
Entry, Mid Level
$129K/yr - $223K/yr
2+ years expManulife is a leading international financial services provider, and they are seeking an Associate Counsel to join their Advanced Markets team. This role involves partnering with sales personnel to deliver planning strategies for clients, providing guidance on advanced planning concepts, and ensuring alignment with regulatory requirements.
FinanceFinancial ExchangesFinancial Services
Responsibilities
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
Participation 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
Qualification
Required
Juris Doctor (required) with 2-4 years minimum Professional Experience in: Life Insurance or Estate, Income, Tax, or Business Planning
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 and methods (in-person seminars/townhalls, webinars etc.)
Exposure to general principles of taxation and accounting
Must be well organized and detailed in approach, with good follow-through
Ability to work multiple projects with changing deadlines
Ability to effectively balance competing priorities in fast-paced environment
Resourcefulness to shifting demands in an evolving environment
Ability to travel to industry and distributor conferences, meetings, etc
Preferred
LLM, CPA, CFP designations are an asset
Experience with annuities is an asset
Benefits
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
Various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions)
Financial education and counseling resources
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)
Company
Manulife
Manulife is a leading international financial services group that helps people make their decisions easier and lives better.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$3.31B2025-12-02Post Ipo Debt· $1B
2024-06-11Post Ipo Debt· $363.5M
2023-03-07Post Ipo Debt· $1.2B
Leadership Team
Phil Witherington
President and CEO
Steve Finch
President and CEO, Manulife Asia
Recent News
2026-01-21
Company data provided by crunchbase