Insurance Advisor Onboarding & Transitions Specialist
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Job Location:
Monthly Salary:
Posted on:
12 hours ago
Vacancies:
1 Vacancy
Job Summary
The Opportunity
The Advisor Insurance Onboarding & Transitions Specialist is a critical and multifunctional role within Manulifes Insurance business development organization. This role supports new advisors joining Manulife Wealth Insurance Services and provides endtoend onboarding and transition support to existing insurance advisors across Canada.
The position plays a key role in ensuring a smooth compliant and positive transition experience while supporting business initiatives and change management efforts.
Position Responsibilities:
Advisor Recruiting Transitions & Onboarding
- Execute endtoend insurance advisor onboarding and transition processes including recruiting support contracting licensing transitions and onboarding.
- Support new insurance advisors transitioning their books of business to Manulife Wealth Insurance Services ensuring minimal disruption to their practices.
- Manage account setup and integration with internal systems to enable advisors to conduct insurance business effectively.
- Provide personalized hightouch support throughout the transition period proactively addressing challenges and risks.
Advisor & Stakeholder Support
- Serve as a primary point of contact for insurance advisors during onboarding and transition resolving issues and managing escalations.
- Build and maintain strong relationships with advisors to ensure a positive and engaging onboarding experience.
- Act as a liaison between advisors and internal partners including Compliance Licensing Operations IT Training and Business Development.
- Foster strong relationships with internal stakeholders to drive timely outcomes and continuous improvement.
Compliance Documentation & Systems
- Ensure all insurance licensing compliance and legal documentation is completed accurately stored securely and adheres to regulatory requirements.
- Accurately input and maintain advisor and client information in internal systems with a high degree of accuracy and attention to detail.
- Ensure clear consistent communication throughout the onboarding and transition lifecycle.
Process Improvement & Continuous Support
- Identify opportunities to streamline onboarding and transition processes implementing innovative solutions to enhance advisor satisfaction.
- Develop and maintain onboarding contracting and transition materials and resources specific to insurance advisors.
- Gather advisor feedback and collaborate with team members to implement best practices and improve operational efficiency.
- Provide ongoing transition and onboarding support to existing insurance advisors as their businesses evolve.
Required Qualifications:
- Postsecondary degree.
- Minimum 35 years of experience in advisor onboarding transitions operations or business development within the insurance or financial services industry.
- Experience supporting insurance advisors and licensing processes strongly preferred.
- Proven ability to deliver solutions in complex environments with competing priorities and limited resources.
- Experience working crossfunctionally with Compliance Licensing Operations IT and Training teams.
- Exceptional data entry accuracy and attention to detail.
When you join our team:
Well empower you to learn and grow the career you want.
Well recognize and support you in a flexible environment where well-being and inclusion are more than just words.
As part of our global team well support you in shaping the future you want to see.
The role being advertised is an existing vacancy.
About Manulife and John Hancock
Manulife Financial Corporation is a leading international financial services provider helping people make their decisions easier and lives better. To learn more about us visit 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 .
Referenced Salary Location
Toronto OntarioWorking Arrangement
Salary range is expected to be between
$55125.00 CAD - $91875.00 CADEmployees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions geography and relevant job-related factors such as knowledge skills qualifications experience and education/training. If you are applying for this role outside of the primary location please contact for the salary range for your location.
Manulife 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 and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays vacation personal and sick days and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S. please contact for more information about U.S.-specific paid time off provisions.
We use data and analytics technologies such as artificial intelligence (AI) and automated processing tools to analyze and process the information you provide to us or third parties in the application process. For more information please refer to our personal information collection statement.
Required Experience:
IC
Key Skills
About Company
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.
