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Executive Benefits Advanced Case Design Consultant at Manulife - ApplyBlast

Executive Benefits Advanced Case Design Consultant

Manulife

3 months ago

3.9 on Glassdoor

Remote

Full Time

Senior

7 applicants

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About this role

A Senior Advanced Case Design Consultant at John Hancock supports the design and delivery of executive benefits solutions, including Nonqualified Deferred Compensation and Supplemental Executive Retirement Plans. This role partners with sales teams and clients to structure compliant strategies utilizing funding vehicles like Corporate-Owned Life Insurance and Company-Sponsored Individual Ownership. The position requires translating client objectives into practical financial models and policy designs while serving as a key technical resource for life insurance products.

Responsibilities

Design and develop executive benefit solutions including SERPs and REBAs
Structure cases across fully underwritten and guaranteed issue platforms
Translate client objectives into detailed financial models and illustrations
Provide technical guidance on underwriting considerations and carrier selection
Partner with sales teams to position executive benefit solutions to clients

Skills

Qualifications

FINRA Series 6FINRA Series 63State Life and Health LicensesCLUChFC

About Manulife

manulife.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

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Manulife is a leading financial services group. We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions.