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About the Role
The Estate Planning Expert will leverage their expertise in inheritance, business succession, and death benefits to support clients, agents, and internal departments. This role focuses on providing clear guidance on estate planning strategies and the utilization of professionals to enhance client experience and agent quality, rather than providing individual tax or legal advice.
Responsibilities
- Create easy-to-understand explanatory materials, presentations, and educational content on complex inheritance, business succession, and death benefit topics for clients and agents.
- Develop explanatory materials for inheritance preparation, including guidance on whom to consult and necessary preparations.
- Support explanations of the general process and considerations after inheritance occurs during death benefit payments.
- Provide consultation support to agents and independent agencies regarding inheritance preparation issues and professional collaboration strategies.
- Deliver lectures and presentations at seminars, training sessions, and webinars for agents, agencies, and internal staff.
- Offer specialized support and content review for internal departments such as product, marketing, sales, underwriting, and legal.
- Continuously monitor trends in inheritance, taxation, and related laws, reflecting them in content.
- Participate in large-scale events, symposiums, and external media interactions as needed.
Requirements
- Practical experience in asset succession fields, including taxation, inheritance, business succession, and insurance.
- Experience in inheritance-related業務 within a financial institution is a plus.
- Ability to create materials and explain specialized content in an easy-to-understand manner for non-experts.
- Presentation and writing skills.
- High communication skills to collaborate with internal and external stakeholders.
- Attitude to continuously keep up with the latest tax system and regulatory changes.
Skills
- Inheritance
- Business Succession
- Death Benefits
- Taxation
- Insurance
- Financial Services
- Presentation
- Writing
- Communication
Location
- Hybrid
Work Type
- Hybrid
About the Company
- Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better.
Equal Opportunity
- 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 recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.
- It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact hr@manulife.com.