Note: The job is a remote job and is open to candidates in USA. Manulife is a leading international financial services provider, helping people make their decisions easier and lives better. The Executive Benefits Advanced Case Design Consultant is a senior technical resource responsible for supporting the design, structuring, and delivery of executive benefits solutions across a range of plan types and funding strategies.
Responsibilities
- Support the design and development of executive benefit solutions, including Nonqualified Deferred Compensation (NQDC), Supplemental Executive Retirement Plans (SERPs), Restricted Executive Bonus Arrangements (REBA), and split-dollar arrangements
- Assist in structuring cases across both fully underwritten and guaranteed issue (GI) platforms in alignment with client needs and objectives
- Contribute to the development of funding strategies utilizing COLI, CSIO, and other financing approaches, with consideration for tax efficiency and balance sheet implications
- Serve as a key technical resource across life insurance products (UL, IUL, VUL, WL)
- Provide guidance on underwriting considerations, carrier selection, and product positioning
- Support policy design decisions, including premium structures, funding approaches, and benefit optimization
- Translate client objectives into detailed case designs, including financial modeling, illustrations, and value analysis
- Assist in coordinating case execution across internal stakeholders, carriers, and external partners
- Ensure accuracy of case materials and adherence to regulatory and company guidelines
- Partner with sales teams, consultants, and advisors to support the positioning of executive benefit solutions
- Participate in client meetings and presentations as a technical resource
- Develop supporting materials that enhance communication of case design concepts and recommendations
- Gather and maintain competitive intelligence across carriers, products, and funding approaches
- Support the development of internal resources reflecting current market trends and product positioning
- Share insights with internal teams to improve case design and solution positioning
- Assist in identifying industry trends and emerging opportunities
- Stay informed on industry developments, product changes, and regulatory updates
- Contribute to enhancements in case design processes, tools, and best practices
- Support mentoring and knowledge-sharing efforts within the team
Skills
- 5–8+ years of experience in advanced case design, life insurance consulting, or executive benefits
- FINRA Series 6 & 63, and appropriate state life and health licenses (or ability to obtain within required timeframes)
- Experience supporting both fully underwritten and guaranteed issue (GI) case design
- Familiarity with COLI, CSIO, and executive benefit funding concepts
- Strong understanding of nonqualified plan design and life insurance product mechanics
- Excellent analytical, problem-solving, and organizational skills
- Professional designations such as CLU, ChFC, CFP®, or CEBS
- Experience supporting large corporate clients and executive-level benefit strategies
- Proficiency with illustration tools and financial modeling platforms
Benefits
- 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.
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